ProSeries
Professional tax software for preparers, designed for efficiency and flexibility.
Executive Summary
ProSeries is a professional tax software developed by Intuit, specifically designed for tax preparers and accounting professionals. It offers a robust solution for preparing and filing a range of tax returns, from straightforward to moderately complex individual and business returns. While primarily a desktop software, ProSeries provides an optional cloud hosting solution, enabling users to work remotely and access their data from anywhere at any time, enhancing flexibility and efficiency. The software aims to streamline the tax preparation process with user-friendly, forms-based screens and quick access to calculation details. ProSeries offers flexible pricing models, including unlimited bundles for business and individual returns, as well as pay-as-you-go options, allowing firms to choose a plan that best fits their needs. Intuit also provides training and resources, including the ProAdvisor Academy, to support users.
Use Cases
- Preparing and filing federal 1040 individual tax returns.
- Managing tax preparation for businesses of varying complexity.
- Enabling remote tax preparation through cloud hosting.
- Streamlining the workflow for tax professionals to increase efficiency.
- Handling moderately complex tax scenarios for clients.
Features
Visibility
- Forms-Based Interface: Intuitive, forms-based screens for easy data entry and navigation.
- One-Click Access to Calculations: Quickly view and verify calculation details for transparency and accuracy.
Support
- Training & Resources: Access to comprehensive training materials and resources to maximize software utilization.
- ProAdvisor Academy: Specialized educational programs for tax professionals to enhance their expertise.
Technical Specifications
- Architecture
- Desktop software with optional cloud hosting.
- Deployment
- Hybrid
Infrastructure
- AWS
Security & Compliance
Certifications: SOC 2, ISO 27001, PCI DSS
Encryption: Data encrypted in transit and at rest for cloud-hosted environments.
Pricing
- Model
- Unlimited business and individual bundles or pay-as-you-go plans.
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
- Free Trial
- Yes
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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