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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

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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.

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New customer support

Get expert help from our ProSeries specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.

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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 to know ProSeries

See how ProSeries can make your daily workflows more efficient

Product overview

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

Tax forms supported

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

Additional features

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

Proseries Help

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

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