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ProSeries^® Tax

I know I can rely on Intuit ProSeries Tax
to get more time back to spend with my clients

Intuit is here to help you get off to a smooth start

Intuit is here to help you get up and running quickly with automatic data conversion, specialized new-customer support, personalized training and more

Automatic data conversion

Easily convert existing client data, including:

All personal information (taxpayer, spouse, dependents, etc.)
Names for all interest, business, estates, partners, etc.
Important carryover amounts (varies by previous software used)
Depreciation

Learn more

Get an in-depth look at how ProSeries works

60 min demo hosted by Intuit ProSeries specialist Kevin Reinard

Get access to more demos like this, plus virtual conferences, live and recorded webinars, personalized content, and more — all free with your ProSeries account.

Take advantage of time-saving features to start filing with confidence, and without any of the guesswork*

Financial institution download

Save time for both you and your clients by downloading 1099 and W-2 information directly from your client’s preferred financial institution or payroll provider into a tax return. Get access to more than 275 supported partners, free with your ProSeries software.

See financial institution download in action

(2:20)

Advanced diagnostics

ProSeries comes standard with over 1,000 error diagnostics so you know everything’s complete and correct, while also reducing the risk of rejection.

See ProSeries diagnostics in action

(2:16)

"Where do I enter?" tool

Simply describe what you're looking for to quickly find the right forms or data entry fields.

See the "Where do I enter?" tool in action

(1:21)

Missing client information tool

This popular tool gives you the ability to quickly spot any fields that need data, then send an email request to the client with one click.

See the missing client information tool in action

(0:25)

Maximize your productivity by including integrated add-on solutions to complete your online tax workflow

eSignature^*
Get documents reviewed and signed securely in a matter of hours from any device with IRS-compliant eSignature, powered by DocuSign. New one-click functionality lets you quickly send 8878 and 8879 requests from inside ProSeries.

Hosting for ProSeries^*
Connect the same ProSeries software to the cloud with enterprise-level security, minimal IT work, easy updates, and expert support from Intuit and Right Networks. Get anytime, anywhere multi-user access on any device, so your staff can work from the same data without interruption.

Pay-by-Refund^*
Give your clients a simple way to pay for your tax preparation without worrying about upfront, out-of-pocket costs, and give yourself a simpler way to do refund transfers. Get the option to enroll in expanded bank offerings like Refund Advance and more.

Protection Plus^*
Offer your clients an additional layer of protection in the event of audits, IRS notices or ID theft for year-long peace of mind.

View more workflow add-ons

Start getting more time back to focus on your clients with ProSeries Tax

Purchase ProSeries

Or call us at 833-269-0782.

You can also try it free

- Time saved on returns information: Based on an internal survey of Intuit ProSeries Tax for tax year 2019 customers, conducted in January 2021, in comparison to their previous method for preparing returns. ProSeries Professional customers save an average of 42 minutes on a complex return, and ProSeries Basic customers save an average of 40 minutes on a complex return. ProSeries Professional customers save an average of 28 minutes on a simple return, and ProSeries Basic customers save an average of 24 minutes on a simple return.
- Overall rating information: CPA Practice advisor gave ProSeries 4.75 out of 5 stars in a June 2020 review of the 2019 product: https://www.cpapracticeadvisor.com/reviews/review/21140107/2020-review-of-intuit-proseries-tax
- #1 in tax document automation information:
  This award in the Tax Document Automation category was presented to Intuit Tax Import for Lacerte and ProSeries for tax year 2019 in the CPA Practice Advisor Readers’ Choice Awards 2020: https://www.cpapracticeadvisor.com/accounting-audit/article/21130868/the-results-are-in-the-2020-readers-choice-awards
- ProSeries users reported needing support less often information: Based on the Journal of Accountancy 2020 Tax Software Survey: https://www.journalofaccountancy.com/issues/2020/sep/tax-software-survey.html
- Add-on information: Certain forms and features may not be available for each product. Additional terms, conditions, and fees may apply with optional add-on services. Service offers and features subject to change without notice
- Offer for new customers:
  20% off: Offer of Unlimited eSignature for tax year 2021 for $1,427, or 20% off MSRP. 14% off: Offer of a 14% discount on MSRP on 100+ eSignatures for tax year 2021. For each offer, product must be purchased by 5 PM PT on Thursday, March 31, 2022. Offers valid only for new-to-Lacerte, new-to-ProSeries, or new-to-ProConnect customers (offer not available for current Lacerte, ProSeries, or ProConnect customers) at the time of tax software purchase. The purchase of 2021 eSignatures is applicable for usage in tax year 2021 Lacerte/ProSeries/ProConnect product only, valid through December 31, 2022. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service and support options are subject to change without notice. For more information, please visit https://accountants.intuit.com/esignature/.

ProSeries® Tax