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ProSeries Resources

Practical webinars, brilliant learning opportunities, and answers to everything ProSeries

Onboarding guide

Get up and going quickly with onboarding assistance and tools

Automated data conversion

Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.

Import data

Sign in to the support site

Browse help articles and join the community to have discussions with other Intuit Accountants.

Visit ProSeries Support Site

Success guide

Get the exact instructions you need, when you need them. You will receive personalized, step-by-step emails and a webpage checklist to speed you through installation, data conversion, EFIN verification, and more.

Get the guide

Get to know ProSeries

See how ProSeries can make your daily workflows more efficient

Features & Forms Webinars & Videos

Product overview

In this live demo, see new innovations and learn how ProSeries Tax saves you time in every part of your workflow.

View demo

Tax forms supported

Find the forms and schedules that ProSeries Professional and ProSeries Basic supports.

All forms

Additional features

Learn about all the powerful built-in features ProSeries has to offer.

Proseries Help

Helpful Links

Tax Pro Center

Access tax updates, tips on offering advisory services, and answers to your tax-related questions.

Dedicate more time to your clients securely from anywhere, anytime, with ProSeries

Try ProSeries free

Or call us at 844-818-3676 to talk with a ProSeries specialist.

- Hosting for ProSeries:
  CPE/CE credit information: CPE/CE credits available only for live webinars.
- Hosting for ProSeries:
  Hosting for Intuit ProSeries is a monthly add-on subscription service offered for Intuit ProSeries Professional packages only and is not available for ProSeries Basic packages. 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 https://proconnect.intuit.com/desktop-hosting/.
- Rightworks:
  Hosting for Lacerte and ProSeries is powered by Rightworks. Contact Rightworks to contract additional third-party software.
  
  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.
- eSignature:
  eSignature The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and 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, conditions and fees apply.
- Feature information:
  Certain features and forms may not be available within each product package.
- Trial information:
  The ProSeries trial includes either a ProSeries tax software download or access to hosted software for tax year 2023. The desktop trial software will not e-file or print. The hosted trial will not save. New customers only.
- Product terms:
  Fast Path required to access functionality in ProSeries services (sold separately). Terms, conditions, pricing, subscriptions, packages, features, availability, service, and support options are subject to change at any time without notice. For more details, visit https://accountants.intuit.com/tax-software/proseries/.