The price is very reasonable, especially if you specialize in individual returns and purchase the 1040 Complete package. However, it cannot prepare Form 5500 returns. ProSeries Professional is reliable tax preparation software from Intuit. The Intuit link portal allows clients to upload their documents in a timely and organized manner. Input guidance and forms: K-1 data imports transfer data to individual returns automatically.The tax planner estimates income, expenses, withholdings, and tax payments for future tax years. Tax planning: ProSeries Professional will generate a list of up to 73 tax planning suggestions that will assist your clients with lowering future taxes.ProSeries also allows for simple importing of financial data from QuickBooks and TXT. Hosting and integration: The ProSeries software can be accessed anywhere on any device, and information is stored in the cloud, allowing for flexible workflow.Missing client data is also filed and tracked, and data must be entered before the return is sent. ![]() ![]()
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