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
