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New features. Improved efficiency. 

Take a look at these features that make ProSeries Tax easy to use and hard to beat.

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New

Consolidated K-1

Gain powerful insights into the time you spend on a return and how much time other ProSeries accountants take to complete similar return types. Use this data to spot opportunities for optimization, and refine your processes for a more productive tax season.
Coming soon

Automated ERO signature

Automate QBI data entry from K-1 imports to instantly populate the QBI deduction fields on the shareholder’s 1040 return, ensuring accuracy and saving you valuable time.
Coming soon

Consolidated K-1

Save time by accessing multiple years of ProSeries without additional logins. Sign in only once and get instant access to up to three consecutive tax years.

Consolidated K-1

Print the entire K-1 for multiple partners with federal and multiple states in just one click, eliminating the need to manually print and merge copies.

Automated ERO signature

Automatically generate and print the 8879 with full confidence, as automated ERO signatures are accepted as a valid signature method by the IRS.

Batch e-Signature requests

Request electronic signatures on documents from
2 to 100 clients and set reminders for them all at once.

Cryptocurrency support

Import your clients’ taxable cryptocurrency activities to the 1099-B worksheet from a CSV file.

Financial institution download (FIDO) enhancements

We’ve updated your authentication method so now you can download your clients’ financial data directly from all supported banks.

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Education resource center

Access articles, self-paced training, webinars, and more in one convenient location.

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Keeping you up to date 

Earn CPE/CE credits while learning how ProSeries can help optimize your firm's operations or staying up to date with tax law changes.* Learn at your own pace with both live and recorded training.*

View resources >
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Free live and prerecorded webinars

Attend live and prerecorded webinars on the topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year, and new sessions like tax law, ethics, and product courses are being added.

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Renew or try today

Renew ProSeries today and start putting these great features to use.
Or try it for free and see these features in action. 

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