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ProSeries® Add-Ons

Extend the functionality of your ProSeries software with these time-saving tools and you'll have the power to get more done across your entire workflow.

 

Grow Your Practice

Pay-by-Refund

Clients can enjoy the convenience of paying tax prep fees out of their refund, and you get paid fast.  Earn $10 for each funded federal transaction. Learn more...

American Express Serve

Earn $15 for every eligible IRS refund added onto a new American Express Serve® Card1Learn more...

Keep your tax clients happy with ProSeries Plus PROFESSIONAL ONLY

Included with ProSeries Professional, three client-focused tools designed to help you collaborate more effectively with clients. Learn more...

Quick Collect PROFESSIONAL ONLY

Gives your clients the option to pay you out of their refund. They'll get their refund faster and you can rest easy knowing you will get paid at the same time they get their refund. Learn more...

Presentation Products

Make your finished returns look more professional with ProSeries Supplies. Learn more...

Save Time Entering Data

Intuit eSignature PROFESSIONAL ONLY

DocuSign and Intuit have teamed up to bring you a new electronic signature process that simplifies the way you recieve client signatures. Learn more...

Financial Institution Downloads

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing. Learn more...

Tax Scan and Import PROFESSIONAL ONLY

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing. Learn more...

Client Organizer PROFESSIONAL ONLY

Data transfer helps you reduce time-consuming data entry and reduce the risk of errors. Get the information you'll need to prepare virtually any client return. Learn more...

Network Sharing PROFESSIONAL ONLY

Allow everyone in your tax practice the ability to conveniently share and synchronize client files from one common location. Learn more...

Fixed Asset Manager PROFESSIONAL ONLY

Easily track assets and calculate your clients' depreciation automatically. Learn more...

Better Document Handling

Quick Employer Forms Accountant

Generate your clients' payroll forms quickly with our web-based application accessible directly from ProSeries.

Learn more...

SmartVault and Document Management System (DMS)

Choice of online document storage (with secure file sharing solution) or local storage, built for accountants. Learn more...

 

"ProSeries's took me 5 minutes to complete a return where normally it would take me 30, it has everything that I needed...it was that simple!"

 

Thresia Phillips

 

   4.6 of 5

 

Read All Reviews

Important offers, pricing details, & disclaimers
  1. Offer only available to valid license holders of Intuit's ProSeries or Lacerte products. The following conditions must be satisfied to receive $15 from Intuit: (1) successfully register with American Express via ProSeries or Lacerte to offer American Express Serve®, (2) obtain the client's acceptance of the American Express Serve Card ('Card') terms and conditions and consent to submit the card registration, (3) registration must be initiated via ProSeries or Lacerte and approved by American Express on or before May 15, 2016 and (4) a Direct Deposit of tax refunds totaling $15 or more must be made to the new Card. Joint filers are considered a single client for purposes of the offer and no more than $15 will be paid where joint filers ar involved. No payment shall be made for rejected card registrations or tax filings. Limit of $15 in total incentives per Card. Refunds deposited to existing Cards or any other American Express prepaid product are not eligible. Intuit reserves the right to recoup amounts paid (or may elect to withhold future payments) where fraud or other illegal activity is suspected. Payment provided by Intuit and will be made prior to December 31, 2016. Offer subject to change or cancellation at any time without notice.