First Year On-Boarding Services
ProSeries Professional
Thank you for choosing ProSeries as your solutions provider. We are committed to making sure that your transition is as smooth and worry-free as possible. This page is designed to give you an overview of the onboarding services we provide to get you ready for tax season.
Data Conversions
To make your transition to ProSeries as seamless as possible, we offer FREE,
award-winning data
conversion services for all new users. We currently convert data from
ATX/Max, Drake, Dunphy, ExacTax, GreatTax, IntelliTax, ProSystem fx, TaxView, TaxWise, TaxWorks and UltraTax.
Training
Our goal is to minimize the challenges you may have getting you and your
staff up to speed quickly on the software. We have
training
courses designed to provide you with the knowledge and tools you need to
begin preparing returns.
World Class Support
We pride ourselves on providing you with world-class service and support. With over 500 trained representatives ready to help you have a successful tax season, our goal is to provide you with prompt and courteous service when you need it.
Use this checklist to make sure you are ready for tax season:
TaxAlmanac is a free online tax community and research tool. It is simple to get started and simple to use!
