ProSeries Accounting Software

1. Comprehensive Tax Preparation

• Supports individual, business, and specialty tax forms, including 1040, 1120, 1065, and state filings.
• Includes niche-specific tax scenarios like self-employment income, trusts, and non-profits.

2. User-Friendly Interface

• Intuitive navigation with easy-to-follow workflows for both new and experienced tax preparers.
• Contextual help and tooltips guide users through complex tax processes.

3. Data Import Capabilities

• Import W-2, 1099, and K-1 forms directly to reduce manual entry and minimize errors.
• Allows integration with QuickBooks for seamless data sharing between bookkeeping and tax preparation.

4. Real-Time Error Checking

• Built-in diagnostics flag errors or omissions, ensuring compliance and reducing rejections.
• Provides actionable suggestions for corrections, streamlining the review process.

5. Tax Planning Tools

• Offers projections for future tax years based on current data to aid strategic planning.
• Provides “what-if” analysis for evaluating potential tax outcomes under different scenarios.

6. Customizable Reports and Summaries

• Generate detailed tax summaries and client-friendly reports for clear communication.
• Customize templates to match firm branding or specific client needs.

7. E-Filing Efficiency

• Supports e-filing for federal and state tax returns with quick acknowledgments from the IRS.
• Tracks submission status and provides alerts for rejected or incomplete filings.

8. Extensive Form Library

• Includes a vast library of IRS and state tax forms to accommodate diverse filing needs.
• Regular updates ensure compliance with the latest tax laws and regulations.

1. Client Collaboration Tools

• Secure client portals allow document sharing and electronic signature collection.
• Facilitates remote communication and approval for faster turnaround times.

2. Built-In Tax Research

• Access to IRS publications, guidelines, and real-time updates within the software.
• Integrated tools provide quick answers to complex tax queries.

3. Multi-Year Support

• Prepare and amend returns for multiple years within the same platform.
• Automatically carry forward data from prior years to save time.

4. Audit Support and Protection

• Offers resources to prepare for potential IRS audits, including detailed record-keeping tools.
• Provides optional audit assistance services for additional peace of mind.

5. Mobile Compatibility

• Access and review returns via mobile devices for added flexibility.
• Secure cloud integration ensures data remains accessible on the go.

6. Advanced Security Measures

• Features bank-grade encryption to protect sensitive client information.
• Complies with data privacy standards to ensure secure storage and communication.

7. Integration with Other Tools

• Compatible with third-party software like payroll systems and accounting tools.
• Allows seamless sharing of financial data to improve accuracy and efficiency.

8. Scalable Solutions

• Available in various packages tailored for individuals, small firms, or large-scale enterprises.
• Offers the flexibility to upgrade features as the firm grows.

9. Comprehensive Support and Training

• Provides 24/7 customer support for troubleshooting and tax-related queries.
• Access to webinars, tutorials, and help centers for continuous learning.

10. Time-Saving Automation

• Auto-fill options pre-populate forms with relevant client data to speed up workflows.
• Automatically calculates tax liabilities, refunds, and estimated payments.

1. Paperless Workflow Options

• Enables digital filing, document storage, and client communication to reduce paper usage.
• E-signature capabilities ensure quicker approvals without physical documents.

2. Custom Alerts and Notifications

• Set up reminders for tax deadlines, client submissions, and form completion.
• Alerts keep users informed of important updates and pending tasks.

3. Batch Processing

• Prepare and file multiple client returns simultaneously, saving time for large-volume practices.
• Streamlines workflow for firms handling numerous clients.

4. Built-In Depreciation Tools

• Automatically calculates depreciation for assets, including real estate and equipment.
• Integrates with tax forms for seamless reporting of asset-related deductions.

5. Multi-User Collaboration

• Allows multiple users to work on the same client file simultaneously, improving efficiency.
• Includes role-based access controls to maintain data security.

6. Customizable Client Letters

• Generate personalized engagement letters, cover letters, and filing instructions.
• Templates can be tailored to meet specific firm or client communication preferences.

7. State-Specific Tax Compliance

• Provides up-to-date state tax regulations for accurate filing across all states.
• Includes tools to handle multi-state tax scenarios for businesses and individuals.

8. Client Data Backup and Recovery

• Offers secure cloud-based or local backup options to protect client data.
• Ensures quick recovery of files in case of accidental deletions or system failures.

9. Seasonal Employee Access

• Provides temporary licenses or access for seasonal staff during tax season.
• Ensures cost-effective scaling of operations during peak filing periods.

10. Comprehensive Error Diagnostics

• Highlights potential compliance risks or errors in returns before submission.
• Provides detailed explanations and suggestions to resolve flagged issues efficiently.

1. Real-Time Data Sync

• Synchronizes client data across multiple devices and team members in real-time.
• Ensures consistency and eliminates the risk of data discrepancies during preparation.

2. Tax Organizer Tools

• Provides customizable tax organizers to collect client information efficiently.
• Includes tools for electronic or printed organizers tailored to client needs.

3. Integrated Document Management

• Features tools for storing, categorizing, and retrieving client files within the platform.
• Reduces paperwork and enhances accessibility for audits and reviews.

4. E-Signature Integration

• Supports IRS-compliant e-signatures for faster and more secure form approvals.
• Saves time by eliminating the need for in-person signature collection.

5. Industry-Specific Tax Templates

• Offers pre-built templates for industries like healthcare, construction, and real estate.
• Simplifies complex filings with ready-made formats for industry-specific deductions.

6. Automatic Tax Law Updates

• Ensures the software stays up-to-date with the latest tax codes and regulatory changes.
• Reduces compliance risks by incorporating new rules into forms and calculations.

7. Client Payment Tracking

• Tracks payments made to or by clients, integrating directly with invoicing tools.
• Ensures accurate reporting of income and expenses for tax purposes.

8. Comprehensive Reporting Tools

• Generates detailed reports on client tax situations, refunds, and liabilities.
• Provides insights for tax planning and decision-making for the upcoming year.

9. Bank Product Integration

• Facilitates direct deposit options for refunds and payment of preparation fees from refunds.
• Offers a smoother financial transaction process for both clients and preparers.

10. Cross-Platform Accessibility

• Compatible with desktop, cloud, and mobile platforms for flexibility in working environments.
• Enables tax professionals to work from anywhere, enhancing client service and productivity.