About ProSeries® Tax Software
Get more time back on every return with 27 time-savers built into your workflow.
Missing Client Information Tool
Avoid the hassle of tracking down client data. Quickly pinpoint input fields that are missing information, and then send an email to request to the client with a click.
K-1 Data Import
Automatically transfer data to individual returns. On average, ProSeries users save more than 12 minutes per return when using the K-1 Transfer feature.2
Client Advisor
Generate a list of up to 73 tax planning suggestions on how your clients can help reduce their future taxes.
Accessing Important Data is Fast, Painless and Accurate
Trace the source of field data, or use it to understand what information you should include in a particular field.
Using the Where Do I Enter Feature
Use ‘Where Do I Enter?’ in the Federal 1040, 1065, 1120 and 1120S products to find the appropriate form and field when you’re not sure where to enter certain data in a return.
The ProSeries program has many ways for you to get help and support while working in returns.
Use keyboard shortcuts to move around quickly in the software.
Download Next Year's Product
Use this year's ProSeries to automatically download next year's product.
Tax Return Input Guidance BASIC ONLY
Guidance in 3 places:
- Left-side Navigation categories of input
- Checklist to easily select types of input based on client's situation
- Tabs for forms that require input/output
Tax Return Input Guidance BASIC ONLY
Guidance in 3 places:
- Left-side Navigation categories of input
- Checklist to easily select types of input based on client's situation
- Tbs for forms that require input/output
Quick Entry Sheets PROFESSIONAL ONLY
Use Quick Entry Sheets to enter data faster with less scrolling on many forms such as Schedule D and K-1s. Easily toggle between Quick Entry mode and forms entry mode using Ctrl + M.
Split Married Filing Joint Returns PROFESSIONAL ONLY
Use the Split Joint Return feature to split a Married Filing Joint Individual return into two separate Married Filing Separate returns for the taxpayer and spouse, without calculating by hand, preparing multiple returns, or changing the original return.
Managing Clients has Never Been Easier
View, track the status, and manage E-Filed returns.
Review and keep track of the progress and status of a client return. You can use this worksheet as a planning tool, as a status report, or as a checklist for events completed.
Missing Client Data PROFESSIONAL ONLY
Keep track of all of the missing client data in a return. Then, track the status, email the client a request, and quickly link back to the field location as you receive updates on the missing data.
Intuit Link PROFESSIONAL ONLY
Link is a portal that makes it easy for your clients to deliver their tax data to you in a timely, personalized, and organized way.
Client Checklist PROFESSIONAL ONLY
Create a list of items needed for this year's return, based on last year's return. Also, an encrypted version of the list can be emailed.
Client Specific Billing Options PROFESSIONAL ONLY
Set up client specific billing options using different billing methods (flat fees, hourly fees or charges per form). Also includes a billing clock and editable invoice.
Visually Appealing Client Presentation PROFESSIONAL ONLY
Provide your clients with visually appealing charts and graphs on bottom line, income and deductions, and comparisons with prior years.
Client Advisor (71 Planning Suggestions) PROFESSIONAL ONLY
Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes.
Tax Planner PROFESSIONAL ONLY
Estimate tax payments, witholdings, income expenses, etc, over a number of future years for 1040 returns.
Utilities and Tools to Make Your Day More Productive
Accessible from the ProSeries Toolbar and Help menu, allows for quick answers without having to leave the return or call in to Support so you can get help even while working with a client.
PDF Attachments to E-file
Attach PDFs to Federal and State E-filed returns.
E-File returns for the current year as well as prior years (2-years back) for all Federal and state returns supported for electronic filing providing that the IRS and state tax agencies continue to accept electronic returns for those years.
K1 Transfer PROFESSIONAL ONLY
Import information from the Schedule(s) K-1 in a ProSeries 1065, 1120S or 1041 client file to Schedule K-1 worksheet(s) in a client’s Form 1040 return.
Email Password Protected PDFs from within ProSeries
Task Scheduler PROFESSIONAL ONLY
Set up your ProSeries software to automatically download updates to the software for any program and forms changes, as well as e-File acknowledgements and tax alerts.
Client Snapshot PROFESSIONAL ONLY
Quickly access and review summary information on the client return.
Performance and Integration with Existing Applications
Fixed Asset Manager Import PROFESSIONAL ONLY
Import assets into the different activities in ProSeries, such as Schedule C, Schedule E, etc. directly from ProSeries FAM.
Import from QuickBooks, Quicken and TXF PROFESSIONAL ONLY
Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken and TXF (Tax Exchange Format).
Financial Institution Download
Download your client's 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions by way of a website that is easy for you and your clients to use and access. This is fully integrated and included with ProSeries.
Customize a solution that’s the right fit for your practice and pay for only what you need.
Flexible options include:
Pay-per-Return
Get the flexibility to pay as you go. Choose 1040 returns, business returns or both. This option could be an ideal fit if you have a limited number of returns or you're just starting a new practice.
1040 Packages
Choose packaged bundles for significant savings on every individual return. Select bundles of 50, or opt for an unlimited 1040 package. If your services typically don't include business returns, then you'll find the right fit among our 1040 options.
Unlimited Returns
Customize a package with some of our most popular options, including unlimited 1040 returns, unlimited Individual returns for all states, unlimited Federal and State Business returns (1120, 1120S, 1065, 1041, 990) and unlimited Gift and State Returns (709, 706.
Experience the #1 professional tax software chosen by more than 65,000 pros like you.
Serve More Clients’ Needs
With 3,500 forms and schedules included in ProSeries, you have everything you need at your disposal to make a difference for your clients.
Easily Manage Clients
Solutions like e-file announcements and Client Status help you track the progress of returns, manage e-filed returns, and more.
File with Confidence
ProSeries contains over 1,000 error-checking diagnostics built right into the software, so you know you're filing right the first time.
Rest Assured
Each year, we spend over 100,000 quality assurance hours each year testing our software performance so it won't slow you down.
Trust is earned. Success is shared.
See what pros like you and industry analysts are saying about ProSeries.
"Overall Rating: 4.3/5.0"
"2016 Overall Rating: 4.5/5.0"
"Overall Rating: 4.3/5.0"
"With ProSeries on my side, I am able to complete my clients’ tax returns in half the time as my previous software. This enables me to complete more tax returns, but more importantly, ProSeries allows me more time to get back to what’s really important in life."
– JENNIE GROCHOWSKY - SIMPLY TAX, AGUANGA, CA
Make a smooth transition with support at every step.
Get the benefit of our free Easy Start program the moment you join the ProSeries family. Easy Start is one of the industry's only programs focused on a hassle-free transition and first-year success. You’ll get automated data conversion, personalized support from ProSeries specialists, a personalized training portal, step-by-step emails and checklists, and more.
Simplify your work with integrated tools.
Access integrated features within ProSeries, including:
- Pay-by-Refund – Streamline your receivables and offer clients the convenience of zero upfront, out-of-pocket costs.
- eSignature – Send documents to clients for review and request signatures in a single step, with e-file compliance.
- Link – Connect with clients, gather their tax info and keep track of it all in one password-protected portal.
Stay at the top of your game with quick training.
Get tips and insights to make the most out of your software and make an even more meaningful difference in your clients’ lives. Access free webinars, videos, training workshops and other resources that quickly get you up to speed on the topics that matter most to you.
Rely on the industry’s leading software to free up more of your time so you can make a meaningful difference in your clients’ lives.
