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.
With ProSeries, I have had the least stressful tax season ever. Last year's data carried over to this year smoothly. My data entry was cut in half."1
- Michelle Ziegenbein
Benefits of the New Client Services Program:
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this Tax Season?
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Data Conversion
Step-by-step assistance for converting your prior year data FREE into ProSeries Tax2.
Personal New Client
Services Specialist
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
