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For tax year 2009, the tools in ProSeries Plus are now included for no additional charge as part of your ProSeries Professional Edition license.

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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.

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ProSeries Plus for Professional Edition

Overview
 

Now included for no additional charge for all Professional Edition licenses.

Keep your tax clients happy and coming back. ProSeries Plus is a bundle of three client-focused tools designed to help you collaborate more effectively with clients—and help show them your true value as a tax professional.

  • Client Checklist — helps you collect data and tax information easier from clients
  • Client Presentation — allows you to deliver a summary breakdown of your clients return
  • Client Advisor — provides you with tax planning recommendations to help clients lower their taxes
  • Toll-free U.S.-based technical support

Features
Client Checklist Helps you collect data from clients easier and sooner.

Quickly communicate to your clients which tax documents and information you need from them to prepare their 1040 return. Using data from the prior year return, this highly customizable tool will create a personalized checklist for each of your clients. Then, modify based on life, work or financial changes. And, explanations tied to each item help make it very clear what you need. Once you complete it, simply print and mail, or email.

How Easy? Just open a return and access Client Checklist from the Tools menu. Better yet, highlight multiple clients from Homebase and choose to Batch Print or Batch E-mail. You can choose to further customize or not.
Client Presentation Provide clients visually appealing charts and graphs summarizing their return.

Exceed your clients' expectations by delivering them an easy-to-understand breakdown of their current tax season, compared to the prior year return. This visually appealing report with informative charts and graphs can quickly impress your clients with virtually no additional work from you.

How Easy? Just change your print options in the ProSeries Print Center to print Client Presentation automatically with your return. All the data is based on the current and prior year return. Or, access separately within Tools for fully customizable features.
Client Advisor Advise your clients with a personalized tax planning list how they can help lower their taxes.

With this second report delivered with Client Presentation, your clients will understand what changes they can make to reduce their tax liability. Based on data in your client's 1040, Client Advisor will generate a list of recommendations — out of 71 possible scenarios — from reducing Federal withholdings to increasing 401k contributions to switching to tax-exempt or tax deferred investments.

How Easy? It prints automatically with Client Presentation. Just change your print options in the ProSeries Print Center to print Client Presentation automatically with your return. All the data is based on the current year return. Or, access separately within Tools.

* Terms, conditions, features, pricing, support and service are subject to change at anytime without notice.

 
 
 
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