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 consumers, small businesses, and self-employed individuals overcome their most important financial challenges. It offers cloud-based products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, increasingly leveraging AI and automation to power prosperity worldwide.