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

We help walk you through the process and monitor your season-readiness progress3.

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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  1. This testimonial represents the individual experience of this customer. Intuit does not guarantee that results will apply to all customers.

  2. Fees may apply to data conversion services requested after April 25, 2014, for the 2013 tax year. Please call (800) 934-1040 for details. Terms, conditions, pricing, features, service and support are subject to change without notice.

  3. Available for new ProSeries customers who have licensed an unlimited module (PowerTax, PowerTax Lite or 1040 Complete) for tax year 2013. Feature not available for new Pay-Per-Return or Basic customers.