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ProSeries® Workflow Solutions
Add these time-saving tools to your ProSeries software and you'll have the power to get more done across your entire workflow — all year long!
The word 'integration' is overused but the idea is simple: Intuit helps me by keeping everything under the same roof allowing me to do better work for my customers."
- William Keller
We have solutions for practices who want to reduce inefficient manual data entry by importing data directly from source documents and financial institutions.
Data Entry & Collection
Import more electronically, input less manually
ProSeries Tax Import
Innovative technology imports data from scanned documents and financial institutions directly into your ProSeries tax program.
Client Organizer
Get the information you'll need to prepare virtually any client return. And because of the data transfer capabilities, you can reduce time-consuming data entry and reduce the risk of errors.Only ProSeries accelerates you through the steps of tax preparation — from collecting and importing data automatically to filing returns accurately, the first time.
Tax Preparation
Complete more tax returns and drive more revenue
ProSeries Professional 1040 Complete
Perfect for small to medium-sized practices who want to prepare individual and business returns efficiently. Includes tools to help professionals run a more successful practice — beyond the return.Everything you need for lower volume of returns
ProSeries Pay-Per-Return
Pay-as-you-go option perfect for preparing a lower volume of specific types of tax returns, such as 64 individual 1040 and state returns. All the forms, worksheets, schedules and capabilities of the unlimited version.Have confidence that you're making the right research decisions during tax preparation. Access over 1.5 million sections, articles, charts, letters, documents from Federal and state expert summaries all within ProSeries.
Research
Get the right answers to your tax questions quickly
ProSeries Tax Research
Get fast answers to your tax questions. Use Google-like search to find tax answers as questions arise, and attach results to returns with one click — all without leaving ProSeries.Starting in tax year 2011, new federal legislation is mandating individual e-File for anyone preparing 11 or more returns.
File & Finalize
Stay compliant and file faster
ProSeries Complete e-Filing Solution
Our ProSeries e-File Resource Center is designed for new e-Filers to help you make the transition to e-Filing as quick and smooth as possible.Tools included in your ProSeries software help you collaborate more effectively with clients — and show them your true value as a tax professional.
Consulting
A bundle of three client-focused tools, FREE
