Switching to ProSeries® Results in Time
Savings in Year One, Not Learning Curves
Rest assured when you make the switch to ProSeries Tax, we're with you every step of the way. Our
New Client Services team helps optimize your transition so your firm can take advantage of the time
and money savings from ProSeries in year one.

Benefits of the New Client Services Program:

Want a Fast Answer
this Tax Season?

Ask ProSeries is your go to help source that saves you time by providing you answers from multiple sources, into a single help window.

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Data Conversion

Step-by-step assistance for converting your prior year data FREE into ProSeries Tax2.

Personal New Client
Services Specialists

With a single point of contact, we help guide you through the process of data migration and product training, in your transition to the ProSeries tax program.

Chat with a customer service agent to learn more.

Additional Benefits of the Program:

  • Time savings and efficiency gains in the first year of usage
  • Timely pre-season communications to provide you with information on training, data conversion, support and more
  • My ProSeries online setup so you can manage your customer account information easily as well as download current or prior-year software
  • Priority phone support when you prefer to speak to someone directly3

Easy Switching Guarantee

We're so confident you'll be satisfied with your transition to ProSeries, we guarantee it.
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