Get started quickly with these simple steps.
Step-by-Step Quick Start Guide
Welcome to Intuit ProConnect ProSeries®
We are honored that you chose ProSeries — the software trusted by more tax professionals than any other — to help you file returns faster and easier this season. Your clients place their confidence in you, and we are here to help support that responsibility so you can make a real difference in their lives. We know you are excited to start using your new software. The following steps will help you get up and running quickly.
My Account Setup
Use the following link to set up My Account and download current year and prior year products.
INSTALL SOFTWARE
Get a head start on the tax season. Install now and start familiarizing yourself with ProSeries.
VERIFY EFIN
In order to e-File, you need to verify your EFIN information with Intuit. This IRS required step is mandatory and helps protect both you and your clients from fraud. We have resources to help you with the process; however, you will want to get started immediately to avoid experiencing delays in season
DATA CONVERSION
Our Conversion Uploader saves you time by parsing out key data from last year’s tax returns to create a starting point for this year.
ATTEND WELCOME WEBINAR
The ProSeries Welcome Webinar walks you through the basics of ProSeries giving you the knowledge and resources you need for a successful tax year.
Thank you for choosing ProSeries. Get started using your new software now.
If you need assistance, contact a support representative at (800) 933-9999.
Get started quickly with ProSeries.
“ProSeries was like a breath of fresh air, compared to other software I have used in the past. Very easy to start using. Was up and running within minutes of installation.” 2
- Neilson Bookkeeping, Sheridan, CA
Major publications have great things to say about ProSeries too!
ProSeries received 4.5/5 stars from CPA Practice Advisors with the following key strengths: quick data entry screens, integrates with widely used personal and small business software, continued enhancements to electronic
filing capabilities.3
In the AICPA Journal of Accountancy Survey, ProSeries received a ranking of 4.3 out of 5 points for "How easy was it to use?" This was among the highest ranking among comparable tax
software packages.4
1
Based on customer count for Tax Year 2015.
2
Testimonials represent the individual experiences of these customers. Intuit does not represent that results are typical or that the experiences will apply to all customers since each tax preparer is unique.
3
CPA Practice Advisor rated ProSeries 2015 Software as 4.5 out of 5 stars with the following key strengths: quick data entry screens, integrates with widely used personal and small business software, continued enhancements to electronic filing capabilities.
http://www.cpapracticeadvisor.com/review/12060304/2015-review-of-intuit-proseries-tax. The CPA Practice Advisor 4 1/2 Star award Logo is a registered trademark of Cygnus Business Media. Used under license. Reprinted from The CPA Practice Advisor magazine, with permission. Copyright © 2014 Cygnus Business Media.
4
From the AICPA August 2014 Tax Software Survey which reviewed ProSeries 2013:
http://www.thetaxadviser.com/content/dam/tta/issues/2014/
aug/tss-exhibit-1.png
