ProSeries

ProSeries

ProSeries offers customizable tax preparation software designed for accountants and firms of all sizes. With integrated tax advisory insights, efficient return processing, and essential tools like 1099 and W-2 generation, it streamlines workflows. The platform ensures seamless client management, secure data handling, and dedicated U.S.-based support for optimal tax practices.

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Top ProSeries Features

  • Customizable tax workflow
  • Built-in tax advisory insights
  • Quick 1099 and W-2 generation
  • Client signature management
  • EA and CPA notice resolution
  • ID theft restoration services
  • No upfront refund transfer option
  • Data import from scanned documents
  • Secure client data portal
  • Comprehensive tax planning tools
  • Personalized customer support
  • U.S.-based phone support
  • Encrypted client portal included
  • CPE and CE credit webinars
  • Extensive form coverage
  • Seamless integration with QuickBooks
  • Pay-per-return pricing options
  • Easy Start onboarding
  • Data conversion services included
  • Multiple help resources available