*ProSeries Professional only
TAX SOFTWARE INTEGRATIONS
Enhance your process
at every stage, from
start to finish
To speak to a specialist, call us at 844-880-4648.

End to end solutions for your entire workflow
Hosting
Easily work from anywhere with remote access and enhanced security.*
eSignature
Conveniently manage client signatures right within your tax software.
Protection Plus
EA and CPA help for notice resolution and ID theft restoration services.
Hosting
Easily work from anywhere with remote access and enhanced security.*
Protection Plus
EA and CPA help for notice resolution and ID theft restoration services.
Quick employer forms
Quickly generate 1099 and W-2 forms directly from your tax software.
SmartVault
Manage documents securely in the cloud with unlimited storage capabilities
*ProSeries Professional only
Client organizer*
Transfer data, reduce errors and prepare virtually any client return.
Document Management
Boost efficiency by scanning and storing source documents and client returns.
Google Drive and Dropbox
Use cloud-based services to upload and import data and documents.
QuickBooks Online Accountant
Adjust trial balances and import clients’ books into their tax returns.
SmartVault
Manage documents securely in the cloud with unlimited storage capabilities
*ProSeries Professional only
Financial Institution Download
Import data directly from financial institutions and payroll providers.
Fixed Asset Manager*
Track fixed assets throughout the year and calculate depreciation automatically
Google Drive and Dropbox
Use cloud-based services to upload and import data and documents.
QuickBooks Online Accountant
Adjust trial balances and import clients’ books into their tax returns.
Tax scan and import
Quickly import data from scanned source documents in just a few clicks.
*ProSeries Professional only
eSignature
Conveniently manage client signatures right within your tax software.
Pay-by-Refund
Offer clients a convenient refund transfer payment option with no upfront costs.
QuickCollect
Give your clients the option to pay your tax prep fees from their refund.
*ProSeries Professional only
Hosting
Easily work from anywhere with remote access and enhanced security.*
eSignature
Conveniently manage client signatures right within your tax software.
Protection Plus
EA and CPA help for notice resolution and ID theft restoration services.
Pay-by-Refund
Offer clients a convenient refund transfer payment option with no upfront costs.
Quick employer forms
Quickly generate 1099 and W-2 forms directly from your tax software.
Intuit Select Pro Staffing
Work with vetted partners to find tax, bookkeeping, and auditing staff.
Client organizer*
Transfer data, reduce errors and prepare virtually any client return.
Document Management System
Boost efficiency by scanning and storing source documents and client returns.
Financial Institution Download
Import data directly from financial institutions and payroll providers.
Fixed Asset Manager*
Track fixed assets throughout the year and calculate depreciation automatically.
Google Drive and Dropbox
Use cloud-based services to upload and import data and documents.
Professional tax paper supplies
Premium tax return folders and envelopes to match printed slip sheets.
QuickBooks Online Accountant
Adjust trial balances and import clients’ books into their tax returns.
QuickCollect
Give your clients the option to pay your tax prep fees from their refund.
SmartVault
Manage documents securely in the cloud with unlimited storage capabilities
Tax planner and analyzer
Choose from four tax plan strategies to improve your services.
Tax scan and import
Quickly import data from scanned source documents in just a few clicks.
*ProSeries Professional only
Hosting
Easily work from anywhere with remote access and enhanced security.*
eSignature
Conveniently manage client signatures right within your tax software.
Protection Plus
EA and CPA help for notice resolution and ID theft restoration services.
*ProSeries Professional only
Hosting
Easily work from anywhere with remote access and enhanced security.*
Protection Plus
EA and CPA help for notice resolution and ID theft restoration services.
Quick employer forms
Quickly generate 1099 and W-2 forms directly from your tax software.
SmartVault
Manage documents securely in the cloud with unlimited storage capabilities
*ProSeries Professional only
Client organizer*
Transfer data, reduce errors and prepare virtually any client return.
Document Management
Boost efficiency by scanning and storing source documents and client returns.
Google Drive and Dropbox
Use cloud-based services to upload and import data and documents.
QuickBooks Online Accountant
Adjust trial balances and import clients’ books into their tax returns.
SmartVault
Manage documents securely in the cloud with unlimited storage capabilities
*ProSeries Professional only
Financial Institution Download
Import data directly from financial institutions and payroll providers.
Fixed Asset Manager*
Track fixed assets throughout the year and calculate depreciation automatically
Google Drive and Dropbox
Use cloud-based services to upload and import data and documents.
QuickBooks Online Accountant
Adjust trial balances and import clients’ books into their tax returns.
Tax scan and import
Quickly import data from scanned source documents in just a few clicks.
*ProSeries Professional only
eSignature
Conveniently manage client signatures right within your tax software.
Pay-by-Refund
Offer clients a convenient refund transfer payment option with no upfront costs.
QuickCollect
Give your clients the option to pay your tax prep fees from their refund.
*ProSeries Professional only
Hosting
Easily work from anywhere with remote access and enhanced security.*
eSignature
Conveniently manage client signatures right within your tax software.
Protection Plus
EA and CPA help for notice resolution and ID theft restoration services.
Pay-by-Refund
Offer clients a convenient refund transfer payment option with no upfront costs.
Quick employer forms
Quickly generate 1099 and W-2 forms directly from your tax software.
Intuit Select Pro Staffing
Work with vetted partners to find tax, bookkeeping, and auditing staff.
Client organizer*
Transfer data, reduce errors and prepare virtually any client return.
Document Management System
Boost efficiency by scanning and storing source documents and client returns.
Financial Institution Download
Import data directly from financial institutions and payroll providers.
Fixed Asset Manager*
Track fixed assets throughout the year and calculate depreciation automatically.
Google Drive and Dropbox
Use cloud-based services to upload and import data and documents.
Professional tax paper supplies
Premium tax return folders and envelopes to match printed slip sheets.
QuickBooks Online Accountant
Adjust trial balances and import clients’ books into their tax returns.
QuickCollect
Give your clients the option to pay your tax prep fees from their refund.
SmartVault
Manage documents securely in the cloud with unlimited storage capabilities
Tax planner and analyzer
Choose from four tax plan strategies to improve your services.
Tax scan and import
Quickly import data from scanned source documents in just a few clicks.
*ProSeries Professional only