5 Reasons to Choose ProSeries For Your Taxes

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Professional tax preparers deal with unique client tax situations when filing complex individual and business returns.

The stakes are high, with clients counting on your expertise to meet compliance requirements. Therefore, ensuring timely and accurate filing is crucial to maintaining your clients' trust and keeping them in good standing with the IRS.

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But considering how tax preparation can be complicated, from scheduling appointments to handling documents to keeping up to date with regulatory changes, you need help.

Fortunately, ProSeries tax software offers much-needed help by simplifying your work, reducing errors, and improving efficiency. 

Designed by Intuit with professional tax preparers in mind, ProSeries offers a range of useful features, from K-1 data transfer and planners to e-file management.

A professional woman holding completed tax forms, emphasizing the importance of reliable tax preparation software like ProSeries for accurate and efficient filing.

On top of its incredible features, it's easy to use. If you are looking for reliable tax software, look no further than ProSeries, and here are the five reasons why:

1. Access to Comprehensive Features

ProSeries tax software has various tools and cool features that allow you to seamlessly handle even the most complex tax filing scenarios. These advanced features can be handy in ensuring the proper filing of your client's tax returns. 

One of them is the data entry tools, like on-screen help and ‘where do I enter,' which simplify data entry into the tax forms. There's also an error checker that can scan over 1,000 common errors, improving accuracy. 

There’s also an e-signature that allows clients to sign forms and documents in an IRS-approved manner, saving both of you time.  

Plus, tax professionals have access to a wide-from library that has more than 3700 forms and schedules. Other features include the planner offering up to 73 tax plans and can create custom plans for future use by estimating based on current data.

Of course, these are just some common tools; there are more! 

2. User-Friendly Interface

ProSeries runs on a user-friendly platform built for the average tax professional. It allows easy navigation and is equipped with valuable features, giving you unlimited capabilities to perform various functions that smoothen tax filing. 

Allowing quick importation of client data from the previous year's tax filing saves preparers time and cuts down manual data entry. It also has automation capabilities that take care of repetitive tasks, and you can customize it to align with your workflow. 

3. Reliable Support and Audit Assistance

In case you run into trouble when filing taxes, ProSeries has US-based tech support on standby. You can contact them by email, live chat, or call them through their toll-free lines.

Although they are available during the regular working hours between 6 am and 5 pm, Monday through Friday, they usually extend working hours during the peak tax season, ensuring that your needs are well addressed promptly. 

Besides, ProSeries offers free training, allowing you to understand all its features and get value for your money. You can also access a knowledge base to search quickly, and there's a success guide option that gives you access to exact steps to take whenever you're stuck. 

On top of responsive support, you also get audit protection services. So, if you receive an email from the IRS, there's no need to worry.

ProSeries experts will guide you through the process at the federal or state level. This allows you to respond and resolve any issues on time, whether it's an examination report, CP2000 notice, or other IRS notice.

A close-up of a hand filling out a tax form with a pen, demonstrating the ease of organizing tax documents using ProSeries software tools.

4. Secure E-Filing 

Remitting taxes involves handling sensitive information, so it's essential to ensure that the software used has robust security measures.

It should be able to protect clients' data to avoid it being compromised or falling into the wrong hands. ProSeries checks all the boxes when it comes to safety, making it a reliable tool for tax preparers.  

The provider has implemented various security measures to safeguard sensitive information per regulatory standards. That includes using data encryption and secure data sharing. So, you can relax knowing that the tax data will be safe throughout the submission process. 

5. Cost-Effective Solution

ProSeries is considerate with its pricing structure, ensuring no tax professional is left out. They offer two plans, basic and professional, allowing users to choose one that suits their needs. 

The basic plan is split into various packages; the lowest is $579, and the most expensive is $1,479 annually. This plan is designed to handle Form 1040 tax preparation.

That means it can only handle individual filings and not business returns. With one-user support, it's ideal for entry-level use by small businesses dealing with personal tax returns. 

On the other hand, the professional plan starts at $409 and goes up to $2,149, depending on the packages. It is perfect for experts who must file individual and business tax returns. Unlike the basic plan, you are not limited to one user. Instead, you can add as many as you wish at an extra cost. 

With its transparent pricing, ProSeries ensures that no additional hidden fees can inflate the final price.

A laptop displaying a tax form, highlighting the user-friendly features of ProSeries software for efficient and accurate tax preparation.

Conclusion

ProSeries is a powerful tax preparation tool that packs impressive features that professionals find helpful. You'll like many things about ProSeries, from a secure, user-friendly platform and responsive support team to valuable tools and resources that make planning and executing tax preparation smooth.

If you are looking for reliable tax filing software, then ProSeries can guarantee you a fantastic experience. All you need to do is pick a plan that best suits your needs and get started quickly.

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