Our Services

Features

Powerful Features That Simplify Tax Filing
Smart Tools Built for Speed, Accuracy, and Compliance

This software has completely streamlined my workflow. I can handle more clients in less time, and the accuracy checks give me confidence that every return is error-free

John M CPA

We process thousands of returns every season, and this solution has scaled perfectly with our needs. The automation and compliance updates save us countless hours.

Liam Enrolled Agent, CA

I love the client portal and digital signature feature. My clients appreciate the modern experience, and I appreciate how much faster it makes the filing process.

Emily K Senior Tax Advisor, TX

Testimonials

What Client Say ?

“The collaboration tools are a game-changer for our team. Multiple preparers can work seamlessly, and the cloud access makes it easy to stay connected from anywhere.”

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Explore ProSeries Features

Tailored Services for Every Need

Hosting (Powered by Rightworks)

Access your ProSeries software and data securely anytime, anywhere with cloud-based hosting. Collaborate with team members.

Quick Entry Sheets

Speed through tax preparation with intuitive, user-friendly entry forms that simplify data input, reduce errors, and improve overall workflow efficiency.

K-1 Data Import

Automatically import K-1 information from prior returns or other sources, reducing manual entry and ensuring consistency.

QuickBooks & TXF File Import

Seamlessly pull financial data from QuickBooks and TXF files into your tax returns to improve accuracy and efficiency.

Pricing Plan

Premium Service, Competitive Rates

Basic Plan

POPULAR

$701 (Retail)

$449 (Discounted) per year

Includes ProSeries 1040 Plus Package

Business Plan

$3,791 (Retail)

$2,709 (Discounted) per year

Includes ProSeries Plus Package

Our Process

Find the Perfect Fit for Your Tax Practice

Entry-Level Solutions for Individual Preparers

Affordable Pay-Per-Return Access

Get started with minimal upfront cost. Only pay when you file individual or business returns.

Scalable Packages for Growing Teams

Bundled Return Volume (200+)

Ideal for firms managing a large client base with both individual and business returns.

Premium Solutions for Full-Service Firms

Unlimited Returns + Document Management
No limits on filing. Plus, manage client documents efficiently with built-in tools.

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