Unleash the power of Intuit ProSeries Tax with enhanced features and new tax preparation capabilities.
Join us on June 26-27 for Better Together: Connected solutions for building a powerful firm.
Get the most out of tax season with these enhanced features
Cryptocurrency support
ProSeries enables you to import your clients’ taxable cryptocurrency activities to the 1099-B worksheet from a csv file.
NEW
Time tracker
Based on historical data, ProSeries will predict how much time each return might take to complete and how much time is remaining.
NEW
Start working online as if nothing has changed
End-to-end automation packs data from all tax years in your current ProSeries environment, transfers it, and unpacks it to its respective online folders.
QuickBooks Online Accountant import
Import tax line values from a QuickBooks Online company into a ProSeries tax return. Now, you can transfer current-year TurboTax individual 1040 returns to current-year ProSeries returns using the same tool you've used for other TurboTax returns.
Tax scan and import ($)
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Link client portal
Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients with new enhancements to your virtual organizer.
Document management ($)
Choose between SmartVault® or Document Management System (DMS) to go paperless and easily store and share almost any type of document.
Fixed asset manager
Import fixed assets from an Excel spreadsheet—great for new clients or existing clients with several asset purchases in a given year.
Winner of the 2024 CPA Practice Advisor Readers' Choice Award
Get in touch. Our team is always here to help provide
one-on-one and self-serve assistance.
Get support on your schedule
Save time by scheduling an appointment, requesting a callback, or getting in line without having to leave ProSeries.
Learn about support
Intelligent voice assistant
Your time matters. Get what you need faster with this listening tool that directs you to self-serve solutions so you don't have to stay on hold to talk to an agent.
Discover voice assistant
Tool hub application
Quickly resolve common system issues and errors with this tool, so you can get back to serving your clients.
Learn more about tool hub
Elevate your firm with integrated tools to maximize productivity
Get anytime, anywhere access with Hosting
Use the software you love, now online with enterprise-level security, easy backups and updates, and fully remote capabilities.*
- Host powerful tax and accounting apps like Quickbooks Desktop*
- Work from anywhere, at any time, on any device
- Hire top talent no matter where they are, and keep growing your firm
Elevate your signature game with eSignature
Request IRS-compliant signatures with quick clicks, and track them with real-time updates right from your dashboard.
- Collect eSignatures on any form or document
- Save time with pre-populated tax forms
- Expedite the process with customizable reminders
Protect your clients with Firm-Level Protection Plus
Go above and beyond typical tax return preparation and defend your clients from tax notices, audits, and identity theft, all while saving time.
- Remove the burden of dealing with administrative work so you can focus on your clients
- Receive access to a bilingual team of expert CPA and EA case resolution specialists
- Get 24/7 access to identity theft restoration advocates who’ll help your clients restore stolen identities and remediate refund fraudulent claims
