Intuit Sign, included in your ProSeries software, gives you all the benefits of digital signatures without an extra purchase. Intuit Accountants offers the only tax prep software that includes signatures and knowledge-based authentication for all tax clients with no additional charge.*

Bundles combine your ProSeries Tax software with a set number of returns and optional add-ons, like Hosting. When you choose a bundle, you typically pay less than purchasing each product separately, helping you save on the tools you need to run your practice. If you have questions about bundle pricing or individual products, contact our sales consultants at 844-322-7095.

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ProSeries software FAQs

Q: Should I choose ProSeries Basic or ProSeries Professional?

ProSeries Basic is generally a better fit for preparers focused primarily on individual returns and a simpler workflow.ProSeries Professional is generally a better fit for firms that need broader return coverage, business-return capability, or multi-preparer efficiency.Compare ProSeries Basic and ProSeries Professional features.

Q: Will ProSeries make me compliant with the IRS’ rules for preparers?

Using professional tax software does not by itself make a preparer compliant with IRS requirements. If you prepare federal tax returns for compensation, you generally need a valid PTIN. If your firm will electronically file returns for clients, the firm generally must be an authorized IRS e-file provider and obtain an EFIN.

Q: When will I receive ProSeries, and how is the product delivered?

The release of ProSeries tax software is scheduled for approximate delivery in November of each year. When the product is released, you'll receive an email with a link to where you can download and install your software directly to your computer. You can also access your software by logging in to your MyAccount.

Q: What is the software license fee? Do I have to pay this if I have an unlimited bundle and need to file a few returns on a pay-per-return basis as well?

The software license fee, also known as Fast Path, gives access to download ProSeries and the services that are included in the ProSeries license: e-file, pay-per-return, support, and training. Fast Path is required for Basic, Pay-Per-Return, Choice, and Unlimited customers in order to access these services during the current year. Learn more information about Fast Path.

Q: Will e-filing be included in my ProSeries cost, or is there an additional fee?

Electronic filing is included at no additional charge for supported Basic and Professional forms.

Q: When will I be charged for my order?

Your payment method will be charged in full immediately upon submitting your order, unless special arrangements are made in advance.

Q: If I want to purchase ProSeries, but pay later, what are my options?

Call our sales representatives at 844-322-7095 to understand your payment options.

Get answers to your important questions about ProSeries tax software

General questions

Should I choose ProSeries Basic or ProSeries Professional?

Will ProSeries make me compliant with the IRS’ rules for preparers?

What is an Electronic Filing Identification Number (EFIN), and how do I obtain one from the IRS?

To e-file tax returns professionally for your clients, the IRS requires you to have an Electronic Filing Identification Number (EFIN), which designates you as a professional preparer. To get one, you simply need to register through the IRS. Based on the time of year, the process can take anywhere from 20 to 45+ days.

For the quickest turnaround, it's recommended you visit the IRS website to submit your information, or visit the IRS EFIN FAQs page. For additional information or full directions, please call the IRS e-filing Help Desk at 866-255-0654 (6:30 AM to 6:00 PM CT).

What is Intuit Sign?

How do bundles work?

When will I receive ProSeries, and how is the product delivered?

What is the software license fee? Do I have to pay this if I have an unlimited bundle and need to file a few returns on a pay-per-return basis as well?

Will e-filing be included in my ProSeries cost, or is there an additional fee?

When will I be charged for my order?

If I want to purchase ProSeries, but pay later, what are my options?

What is Hosting for ProSeries?

ProSeries Professional

What forms does ProSeries Professional support?

I have multiple employees who need to prepare returns with ProSeries. Do I need to purchase multiple licenses or a network version?

ProSeries Basic

Does Basic contain the same 1040 forms as Professional?

I have just a few business clients. How do I prepare those returns if I'm using Basic?

Data conversion

Can you convert my data from my previous professional tax software?

Yes, ProSeries offers comprehensive data conversion services from most other competitive tax programs. Follow the steps on the ProSeries data conversion page. Usually, data conversion will be completed the same business day. Large quantities of data may take an additional couple of business days, depending on the vendor.

Get step-by-step instructions on how to quickly and easily upload and download client data files for data migration to ProSeries.

Why were some of my files not converted?

Support and system requirements

What type of training is available to help me get started?

Is technical support included?

What operating systems does ProSeries run on?

- Additional limitations may apply. Terms and conditions, features, support, pricing and service options vary for ProSeries Professional and Basic products and are subject to change without notice. For more details, visit accountants.intuit.com/tax-software/proseries/.
  
  Trial information: The ProSeries trial includes either a ProSeries tax software download or online access to hosted software for tax year 2025. The desktop trial software will not e-file or print. The hosted trial will not save any information. New customers only.
  
  Pay-per-return pricing: An annual license fee (Fast Path) is required to purchase returns on a per-return basis. If purchasing a bundle, this fee is included.
  
  Cancellation/refund policy: If you are a new customer and not satisfied with your Intuit ProSeries tax software (the "Software") you may request a refund within five (5) business days of the software release date for the tax year purchased or your payment date, whichever is later. No other refund requests shall be honored. In order to request a refund, contact the Intuit sales agent that sold you the Software. If you are unsure of who your agent is, contact Sales at 844-877-9422. See full refund policies for ProSeries here.
  
  CPE/CE credit information: CPE/CE credits available only for live webinars.

ProSeries Features
- Additional limitations may apply. Terms and conditions, features, support, pricing and service options vary for ProSeries Professional and Basic products and are subject to change without notice. For more details, visit accountants.intuit.com/tax-software/proseries/.
  
  Trial information: The ProSeries trial includes either a ProSeries tax software download or online access to hosted software for tax year 2025. The desktop trial software will not e-file or print. The hosted trial will not save any information. New customers only.
  
  Pay-per-return pricing: An annual license fee (Fast Path) is required to purchase returns on a per-return basis. If purchasing a bundle, this fee is included.
  
  Cancellation/refund policy: If you are a new customer and not satisfied with your Intuit ProSeries tax software (the "Software") you may request a refund within five (5) business days of the software release date for the tax year purchased or your payment date, whichever is later. No other refund requests shall be honored. In order to request a refund, contact the Intuit sales agent that sold you the Software. If you are unsure of who your agent is, contact Sales at 844-877-9422. See full refund policies for ProSeries here.
  
  CPE/CE credit information: CPE/CE credits available only for live webinars.
  
  ProSeries Features
  
  Additional terms, conditions and fees may apply to optional add-on services.
  
  Intuit Sign: The ability to add e-signature fields to all forms and documents, including business forms, is designed to be used at the preparer's discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA- 2018-08 for more detail. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns and authorizations. Additional terms and conditions apply. For more information, please visit accountants.intuit.com/intuit-sign/.
  
  Knowledge based authentication (KBA): Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer's name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a "soft inquiry" in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer's credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer's personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.
  
  Quick Employer Forms: License of Intuit Quick Employer Forms Accountant for tax year 2026 begins on November 21, 2026 and expires on October 31, 2027. Only customers with a current tax year license will be able to access their Intuit Quick Employer Forms Accountant client data from the prior year. Additional terms, conditions and fees apply. For more information, please visit accountants.intuit.com.
  
  Hosting: Hosting for Intuit ProSeries powered by Rightworks is a monthly add-on subscription service offered for Intuit ProSeries Professional and Basic packages. Basic packages are only available for the Solo plan. If you purchase Hosting for Intuit ProSeries, a separate ProSeries network license is required for accounts with 2 or more users. Additional terms, conditions and limitations apply. Pricing, features, service and support options are subject to change at any time without notice. For more information, please visit accountants.intuit.com/desktop-hosting/. If payment fails during your subscription period, we will attempt to contact you and retry your payment. If the payment retry is not successful, your subscription will terminate on the 15th day. Upon termination after payment failure, you will have access for an additional 15 days to retrieve your data from the hosted environment. If you need to add a seat or change account information, you can do so at any time by calling Customer Service at 1-800-933-9999 for Lacerte and 1-800-434-6818 for ProSeries, during service hours.
  
  New ProSeries Tax Customer Only: Discount applies to the monthly base price of cloud hosting Business, Advanced, or Premium plans ("Hosting") for Intuit ProSeries tax software. Solo plan not eligible for discount. New ProSeries customers are eligible to receive 40% off Hosting plans for up to 3 users or 20% off Hosting plans for 4 or more users for the first 4 months of service. After the discount period, you will automatically be charged monthly at the then-current price until you cancel. During the discount period, you cannot add or remove users to the Hosting service; otherwise, the discount will be voided. Offer valid through 1/31/2027 at 5 PM CT. Offer does not apply to add-on fees or services, is not available with free trials of ProSeries, and cannot be combined with other offers for the same product or service. Limited to one per customer. For more info, see accountants.intuit.com/desktop-hosting.
  
  Rightworks Data Security: Rightworks performs backups of all hosted data on a nightly basis and retains the back-ups for a rolling 90-day period in a protected offsite facility as an additional level of protection. Rightworks maintains robust security enhancements, including enhanced firewall protection, encryption protocols, and security audits. There is no limitation to the size of a customer's tax and business-related data back-up. Customers are responsible for verifying the integrity of hosted data at least every 90 days. Rightworks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Rightworks facility for Disaster Recovery. Rightworks maintains compliance with international security standards and regulations, including IRS Security Six compliance. Rightworks uses top-tier data centers and multiple layers of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime, and may change without notice. Rightworks encrypts all backup files and backup tapes. Virtual desktop connections are protected via TLS with a minimum of 128-bit encryption and authentication. Each customer has a unique Rightworks virtual desktop. Access to each Intuit ProSeries or Intuit Lacerte company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user. Security features, functionality, and access are subject to change without notice as deemed necessary by Rightworks. Availability can vary and are subject to occasional downtime and may change without notice. Click here for a list of compatible devices.
  
  Hosting add-on services and integrations
  
  Microsoft Office integration: Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries in the hosted environment requires an existing license for Office 365 Apps for Enterprise, Microsoft 365 Business Premium, Office 365 for Enterprise—E3, or Office 365 for Enterprise—E5. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Rightworks or another provider. Intuit provides limited support for third-party applications that integrate with Lacerte and ProSeries including but not limited to: application installation, application set-up, tax product integration, and technical and/or login issues within Rightworks. Intuit does not provide technical support for third-party in-application or other product issues.
  
  Adobe integration: The following Adobe integrations with Lacerte or ProSeries in the hosted environment are supported: Adobe Acrobat Pro for Teams (subscription required), Adobe Acrobat Pro for Individuals (subscription required), Adobe Acrobat Standard for Teams (subscription required), Adobe Acrobat Standard for Individuals (subscription required), and Adobe Acrobat Reader (no subscription required).
  
  QuickBooks Desktop Hosting: Hosting for supported versions of QuickBooks Desktop (Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro) is included in the Advanced and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Intuit provides QuickBooks Desktop product support for three years from the time of purchase. QuickBooks Desktop integration with Lacerte or ProSeries in the hosted environment requires an existing license for QuickBooks Desktop Enterprise, Enterprise Accountant, Premier, Premier Accountant, or Pro. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Intuit or another provider. Additional applications are also available for Hosting. Full list of available applications can be found at accountants.intuit.com/desktop-hosting/pricing/. Additional terms, conditions, and limitations may apply. Pricing, features, service and support options are subject to change at any time without notice. Rightworks may also offer additional third party services, not core to Lacerte or ProSeries, for an additional fee. The Signature pad functionality within Document Management System (DMS) is not supported in the Lacerte and ProSeries hosted environments at this time. QuickBooks Online Accountant available separately.
  
  Pay-by-Refund Cash Advance
  
  Intuit is not a party to any transactions you may choose to enter with Refund Advantage or Santa Barbara Tax Products Group banks and disclaims any liability arising out of such transactions. Visit Refund Advantage and Santa Barbara Tax Products Group's websites for full terms and conditions. Intuit receives compensation from third parties, and the compensation may affect how and where such product offers appear to you.
  
  Pay-by-Refund
  
  Pay-by-Refund or refund transfer program ("Program") participation available to eligible ProSeries, Lacerte and ProConnect Tax customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a credit or other incentive for every qualified federal funded Pay-by-Refund transaction (excluding Quick Collect transaction) that is filed from January 1st through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group or Refund Advantage (each a "Participating Bank"). To be eligible participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. For the current Tax Year, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Bank by August 31st of the current year. For all other Tax Year filings, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the year you are currently enrolled. For Refund Advantage, a $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. For Santa Barbara Tax Product Group, a $64.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified at Intuit's discretion and Program and software terms and conditions, including available features, credits, pricing, and support are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. For complete Pay-by-Refund Program details, including eligibility and participation requirements, restrictions, and currently available credits, see accountants.intuit.com/pay-by-refund/.
  
  Protection Plus
  
  Subject to the terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Membership Agreement for 1040s. Business return coverage is subject to terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Business Return Membership Agreement. Protection Plus is a registered trademark of Tax Protection Plus, LLC. For more information, please visit accountants.intuit.com/protection-plus/.
  
  Claims
  
  Coming soon: This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making purchase decisions.
  
  E-file acceptance rate claim: Based on ProSeries' preventable e-file rejections for federal e-file acceptance rates for all federal filing types for TY24 as of Dec. 31, 2025.
  
  Taxpayer claims: Based on a survey commissioned by Intuit of 3,000 remunerated respondents who hired a tax professional for their 2023 personal taxes or personal and business taxes as of July 2024.
  
  [spring 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Feb. 17, 2026. See www.g2.com/categories/professional-tax/.
  
  [winter 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Dec. 3, 2025. See www.g2.com/categories/professional-tax.
  
  Timesavings claim: Based on Intuit time-savings data and claims averaged across ProConnect, Lacerte, and ProSeries tax products as of November 2025. Actual results may vary depending on client complexity and individual workflow.
  
  Training claim: Intuit Accountants training was taken by more than 34,000 unique tax professionals from April 16, 2025, to January 29, 2026.
  
  Training claim: Intuit Accountants offered more than 280 hours of live training from April 16, 2025, to January 29, 2026.
  
  Promotions
  
  Bundles: ProSeries plans and add-on products or services (e.g. Hosting) are available for purchase separately at a different price compared to when purchased in a bundle. Should you have any questions regarding the pricing of individual items versus the bundle, please do not hesitate to contact our Sales Consultants at 1-844-321-9734.
  
  Three-year pricing offer: Available only to new users of ProSeries Tax software who have not used Lacerte Tax or ProConnect Tax in tax year 2025. The three-year pricing offer requires entry into an auto-renewing contract. After your first year, the annual renewal price for the same package and/or module(s) will not increase above the percentage set forth in your contract for the next two years. Additional terms and conditions apply; auto-renewal, cancellation and refunds are subject to the terms of your contract.
  
  Deferred Payment Option terms: To qualify for deferred payment, a customer must purchase an eligible Lacerte or ProSeries product (ineligible products include but are not limited to ProSeries Basic, ProConnect, Hosting eSig sign up, EasyACCT); have a current EFIN or CPA number; not currently have any past-due payments; not have defaulted on payments in the past; and meet any other eligibility requirements in Intuit's discretion. Additional terms and conditions apply with payment plan options and are subject to change without notice. Eligible customers must enroll by January 8, 2027. Final payment must be received by February 25, 2027. You must re-apply and agree to a deferred payment agreement each year. If your "Deferred Payment Option" application is approved, you must submit payment for your order by February 25. You will need to submit payment by such date even if you had previously selected the "Auto Renew" billing option (as you will not be automatically charged on your usual annual renewal date once approved for deferred payment). Your payment will be processed immediately once made online or by phone.
  
  © 2026 Intuit Inc. All rights reserved. Intuit, the Intuit logo, and ProSeries are trademarks of Intuit Inc., registered in the U.S. and other countries.

Pay-by-Refund Cash Advance
- Intuit is not a party to any transactions you may choose to enter with Refund Advantage or Santa Barbara Tax Products Group banks and disclaims any liability arising out of such transactions. Visit Refund Advantage and Santa Barbara Tax Products Group's websites for full terms and conditions. Intuit receives compensation from third parties, and the compensation may affect how and where such product offers appear to you.

Pay-by-Refund
- Pay-by-Refund or refund transfer program ("Program") participation available to eligible ProSeries, Lacerte and ProConnect Tax customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a credit or other incentive for every qualified federal funded Pay-by-Refund transaction (excluding Quick Collect transaction) that is filed from January 1st through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group or Refund Advantage (each a "Participating Bank"). To be eligible participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. For the current Tax Year, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Bank by August 31st of the current year. For all other Tax Year filings, if software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the year you are currently enrolled. For Refund Advantage, a $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. For Santa Barbara Tax Product Group, a $64.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified at Intuit's discretion and Program and software terms and conditions, including available features, credits, pricing, and support are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. For complete Pay-by-Refund Program details, including eligibility and participation requirements, restrictions, and currently available credits, see accountants.intuit.com/pay-by-refund/.

Protection Plus
- Subject to the terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Membership Agreement for 1040s. Business return coverage is subject to terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Business Return Membership Agreement. Protection Plus is a registered trademark of Tax Protection Plus, LLC. For more information, please visit accountants.intuit.com/protection-plus/.

Claims
- Coming soon: This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making purchase decisions.
  
  E-file acceptance rate claim: Based on ProSeries' preventable e-file rejections for federal e-file acceptance rates for all federal filing types for TY24 as of Dec. 31, 2025.
  
  Taxpayer claims: Based on a survey commissioned by Intuit of 3,000 remunerated respondents who hired a tax professional for their 2023 personal taxes or personal and business taxes as of July 2024.
  
  [spring 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Feb. 17, 2026. See www.g2.com/categories/professional-tax/.
  
  [winter 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Dec. 3, 2025. See www.g2.com/categories/professional-tax.
  
  Timesavings claim: Based on Intuit time-savings data and claims averaged across ProConnect, Lacerte, and ProSeries tax products as of November 2025. Actual results may vary depending on client complexity and individual workflow.
  
  Training claim: Intuit Accountants training was taken by more than 34,000 unique tax professionals from April 16, 2025, to January 29, 2026.
  
  Training claim: Intuit Accountants offered more than 280 hours of live training from April 16, 2025, to January 29, 2026.

Promotions
- Bundles: ProSeries plans and add-on products or services (e.g. Hosting) are available for purchase separately at a different price compared to when purchased in a bundle. Should you have any questions regarding the pricing of individual items versus the bundle, please do not hesitate to contact our Sales Consultants at 1-844-321-9734.
  
  Three-year pricing offer: Available only to new users of ProSeries Tax software who have not used Lacerte Tax or ProConnect Tax in tax year 2025. The three-year pricing offer requires entry into an auto-renewing contract. After your first year, the annual renewal price for the same package and/or module(s) will not increase above the percentage set forth in your contract for the next two years. Additional terms and conditions apply; auto-renewal, cancellation and refunds are subject to the terms of your contract.
  
  Deferred Payment Option terms: To qualify for deferred payment, a customer must purchase an eligible Lacerte or ProSeries product (ineligible products include but are not limited to ProSeries Basic, ProConnect, Hosting eSig sign up, EasyACCT); have a current EFIN or CPA number; not currently have any past-due payments; not have defaulted on payments in the past; and meet any other eligibility requirements in Intuit's discretion. Additional terms and conditions apply with payment plan options and are subject to change without notice. Eligible customers must enroll by January 8, 2027. Final payment must be received by February 25, 2027. You must re-apply and agree to a deferred payment agreement each year. If your "Deferred Payment Option" application is approved, you must submit payment for your order by February 25. You will need to submit payment by such date even if you had previously selected the "Auto Renew" billing option (as you will not be automatically charged on your usual annual renewal date once approved for deferred payment). Your payment will be processed immediately once made online or by phone.
  
  © 2026 Intuit Inc. All rights reserved. Intuit, the Intuit logo, and ProSeries are trademarks of Intuit Inc., registered in the U.S. and other countries.