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Level 4
May 29, 2021
Question

ProSeries Basic - Client Growth Options

  • May 29, 2021
  • 2 replies
  • 19 views

I am approaching the 50 Returns limit of my ProSeries Basic license.  What economical options do I have to grow past the 50 return limit?  Do I need to look at other software options or is there a practical growth path within Intuit ProSeries?

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2 replies

Just-Lisa-Now-
Intuit Community Champion
May 29, 2021

Bump up to Basic Unlimited, or switch to Professional and get Choice 200.
https://proconnect.intuit.com/proseries/pricing-main/

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
gammoncsAuthor
Level 4
May 29, 2021

So what is my economics for the two options you suggested?  I did not see where I could determine what each of these options would cost me.  It seems that the logical time to change would be when my renewal comes up in December but what would my new cost be for each of these options.  I also did not see any information about the Professional Choice 200.  I am still a one person office who just want to expand the limit for the number of returns that I can process without it being cost prohibited. 

PATAX
Level 12
May 29, 2021

@gammoncs I would call Intuit and ask them over the phone... I am not sure but some companies have different prices for new customers then they do for old customers... Sort of like the bank that offers a great certificate of deposit rate but then you find out it has to be on new money and not money that you already have invested with that financial institution... Just my opinion....

Level 15
May 29, 2021

Basic Unlimited would be your next step up.

Unfortunately, the Choice 200 package is only for new customers.

 

 

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/new-proseries-package-for-new-customers-only/00/7988