Intuit ProSeries
Streamline tax preparation, boost accuracy, and enhance client service for accounting firms.
Executive Summary
Intuit ProSeries is a professional tax preparation software designed for individual practitioners and small to mid-sized accounting firms. It offers tools to streamline workflow, manage clients, and accurately file a variety of tax returns. The platform provides key business value through features like e-file management, K-1 data transfers, and robust integration with other Intuit products such as QuickBooks, aiming to enhance efficiency, accuracy, and client service for tax professionals. While primarily a desktop application, it offers optional cloud hosting for increased flexibility.
Use Cases
- Prepare and e-file individual (1040) federal and state tax returns.
- Prepare and e-file various business tax returns (e.g., 1120, 1120S, 1041, 1065, 990).
- Automate data entry from financial institutions and QuickBooks for efficient return preparation.
- Manage client communications and document exchange securely through the Intuit Link portal.
- Ensure tax compliance and minimize errors with built-in diagnostic tools.
- Track and manage fixed assets and depreciation for business clients.
Features
Visibility
- HomeBase Client Management: Centralized dashboard to organize, search, filter, and perform batch actions on all client tax returns.
- E-file Center: Track the status of all e-filed returns and manage e-signature requests efficiently.
- Missing Client Data Utility: Quickly identify missing information in a return and send automated email requests to clients.
- Client Presentation: Generate clear presentations for clients showing their bottom line, income, deductions, and comparisons to prior years.
Intelligence
- Advanced Diagnostics: Over 1,000 built-in diagnostics to automatically check for errors and ensure compliance before filing.
- AI-powered Data Import: Automates the extraction of data from various source documents, reducing manual entry and potential errors.
- What If Worksheet: Allows tax professionals to run and compare up to three different tax scenarios to aid in client planning.
- Tax Planner: Helps identify tax planning opportunities and create customized tax strategies for individual clients.
Support
- Specialized New-Customer Support: Dedicated assistance for new users, including data conversion from previous software and personalized training.
- Online Community & Resources: Access to an extensive knowledge base, forums, webinars, and an 'Idea Exchange' for product feedback.
- Expert Phone Support: Direct access to ProSeries specialists for technical and product assistance.
Technical Specifications
- Architecture
- Desktop-based application with optional cloud hosting via third-party providers.
- Deployment
- Hybrid
- Authentication
- Standard username/password login, with knowledge-based authentication for e-signature identity verification.
- API Available
- No
- MCP Server
- No
Infrastructure
- Rightworks (for optional hosting)
AI/ML Stack
- NLP
- Machine Learning
Integrations
- QuickBooks
- Rightworks
- Intuit Link
- Microsoft Office
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, PCI DSS
Encryption: TLS with a minimum of 128-bit encryption for virtual desktop connections (when hosted), and encrypted backup files.
Pricing
- Model
- Tiered subscription (Basic, Professional, Complete) and Pay-Per-Return options.
- Starting Price
- Starts at $419.00 per year for Pay-Per-Return, with bundles up to $2,149 per year for Power Tax Library (prices vary by package and year).
- Target Customer
- Small to mid-sized accounting firms and individual tax practitioners.
- Contract Type
- Annual
- Free Trial
- Yes, Not explicitly stated, typically a 'test drive' or demo. (credit card required)
About Intuit
Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. It builds innovative products and services like QuickBooks, TurboTax, Credit Karma, and Mailchimp, serving approximately 100 million consumers and small businesses.
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