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ProSeries® Features

See 25+ ways that ProSeries saves you time.

 

Learn how ProSeries helps you service your clients faster and confidently beyond just the tax return with easy-to-enter forms, extensive error-checking, integrated tax research, and automated client service tools. You get an end-to-end solution to help you handle and attract more clients resulting in a more successful tax practice.

Accessing Important Data is Fast, Painless and Accurate

Line Sensitive Help

Trace the source of field data, or use it to understand what information you should include in a particular field. Learn more...

Using the Where Do I Enter Feature

Use Where Do I Enter dialogue to find the appropriate form and field when you are not sure where to enter certain data into your client's return. Learn more...

Constant On-Screen Help

Information about the line you are currently on links to most common support question; includes 'Ask ProSeries' Search Help

Keyboard Shortcuts

Use keyboard shortcuts to move around quickly in the software. Learn more...

Download Next Year's Product

Use this year's ProSeries to automatically download next year's product.

Quick Entry Sheets  PROFESSIONAL ONLY 

Use these worksheets to quickly enter data into the input fields of the actual forms.   From these worksheets you can also toggle back to the specific form as well. Learn more...

Filing Married Filing Joint Form 1040 with Separate States for Taxpayer and Spouse  PROFESSIONAL ONLY

Use the Split Joint Return feature to split a Married Filing Joint Individual return into two separate Married Filing Separate returns for the taxpayer and spouse, without calculating by hand, preparing multiple returns, or changing the original return. Learn more...

Managing Clients has Never Been Easier

Managing E-File Status

View, track the status, and manage E-filed returns. Learn more...

Client Status

Review and keep track of the progress and status of a client return with this summary audit report. Learn more...

Missing Client Data  PROFESSIONAL ONLY

Keep track of all of the missing client data in a return. Then, track the status, email the client a request, and quickly link back to the field location as you receive updates on the missing data. Learn more...

Client Checklist PROFESSIONAL ONLY 

Create a list of items needed for this year's return, based on last year's return.  Also, an encrypted version of the list can be emailed. Learn more...

Client Specific Billing Options   PROFESSIONAL ONLY

Set up client specific billing options using different billing methods (flat fees, hourly fees or charges per form).  Also includes a billing clock and editable invoice

Visually Appealing Client Presentation   PROFESSIONAL ONLY 

Provide your clients with visually appealing charts and graphs on bottom line, income and deductions, and comparisons with prior years. Learn more...

Client Advisor (71 Planning Suggestions) PROFESSIONAL ONLY 

Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes. Learn more...

Tax Planner   PROFESSIONAL ONLY

Estimate tax payments, witholdings, income expenses, etc, over a number of years. Learn more...

Utilities and Tools to Make Your Day More Productive

In-Product Chat 

Allows for quick answers without having to leave the return or call in to Support so you can get help even while  working with a client

PDF Attachments to E-File 

Attach PDFs to Individual 1040 and State E-filed returns. Learn more...

Multi-Year e-File 

E-File returns, and other supported forms accepted for prior years (2-years back). Learn more...

K1 Transfer   PROFESSIONAL ONLY 

Import information from the Schedule(s) K-1 in a ProSeries 1065, 1120S or 1041 client file to Schedule K-1 worksheet(s) in a client’s Form 1040 return. Learn more...

Email PDFs from within ProSeries   PROFESSIONAL ONLY

Email password-protected client returns directly from within ProSeries. Learn more...

Task Scheduler   PROFESSIONAL ONLY 

Set up your ProSeries software to automatically download updates to the software for any program and forms changes, as well as e-File acknowledgements and tax alerts. Learn more...

 

Client Snapshot  PROFESSIONAL ONLY 

Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes. Learn more...

Tax Planner   PROFESSIONAL ONLY

Quickly access and review summary information on the client return. Learn more...

Performance and Integration with Existing Applications

Fixed Asset Manager Import   PROFESSIONAL ONLY

Import assets into the different activities in ProSeries, such as Schedule C, Schedule E, etc. directly from ProSeries FAM. Learn more...

Import from QuickBooks, Quicken & TXF   PROFESSIONAL ONLY

Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken and TXF (Tax Exchange Format). Learn more...

Financial Institution Download   PROFESSIONAL ONLY? 

Download your client's 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions by way of a website that is easy for you and your clients to use and access.  This is fully integrated and included with ProSeries. Learn more...

 "Great Tax Software. Easy to work with. I've prepared tax returns with Tax Works and Drake, but with ProSeries, I save a lot of time compared to other tax software that I've used." - FM Data Services

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Attend a live or prerecorded webinar to see EXACTLY how the unique ProSeries features benefit your practice.

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CONTACT AN EXPERT

Speak with a tax specialist who can explain how you can use ProSeries's features to power your practice.

Call (877) 682-4254