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Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics for ProSeries | Lacerte | ProConnect
Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics for ProSeries | Lacerte | ProConnect
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- When will Proseries come up with a real mobile app?
When will Proseries come up with a real mobile app?
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John Falto
Level 1
Wednesday
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Right now, a client can access the portal if two things happen:
1) We send that client an invite.
2) The client accesses the portal through a browser using a URL.
Meanwhile, lower priced tax software packages include a mobile app that allows the client to upload documents directly without an invite. They can check the status of their file and allows two-way communication between the office and the client.
Turbo Tax has this feature and the last time I checked Turbo Tax and Proseries are done by the same company. So, a person that wants to use the free tax prep using Turbo Tax has a mobile app, and yet we pay so much more for our software, and we do not have a mobile app.
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