Save time and money by streamlining your practice with ProSeries Document Management System. Easily store and access client files with this electronic data storage software that integrates with your ProSeries tax software.
| Features Comparison | ||
|---|---|---|
| ProSeries Basic | ProSeries Professional | |
| 1040 forms with schedules and calculations | ![]() |
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| Integrated electronic-filing at no additional charge for all supported forms | ![]() |
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| Additional 1040 support such as 1040NR, Net Operating Loss & more | ![]() |
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| Business forms including 1120,1120s,1041,1065, 990, 706, 709 | ![]() |
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| Network functionality for multiple user access* | ![]() |
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| Client Checklist helps make collecting data from clients easier | ![]() |
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| Client Presentation provides charts and graphs of the return | ![]() |
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| Client Advisor helps you offer client-specific tax planning recommendations | ![]() |
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| K-1 data import for business to 1040 transfers | ![]() |
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| Missing Client Information utility helps you find missing data | ![]() |
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| Client Analyzer identifies clients impacted by tax changes and scenarios | ![]() |
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| Guided workflow and checklists lead you through return preparation | ![]() |
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| Deduction Finder helps identify missed deductions | ![]() |
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| Diagnostics to help you locate errors and omissions | ![]() |
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| In-product tax help, forms search and access to online community of peers | ![]() |
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| Integrated paperless solutions to help you streamline your office** | ![]() |
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| Free U.S. based tech support with extended hours during peak season | ![]() |
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| Learn More | Learn More |
*ProSeries Network Version sold separately.
**Document Management System and Document e-Sort sold separately.