2016 Review of Intuit – ProSeries Tax
The ProSeries system offers comprehensive professional tax preparation for traditional tax and accounting firms, with streamlined data entry processes that help maximize efficiency.
ProSeries
2016 Reviews of Professional Tax Compliance Systems
For our reviews of tax preparation systems, we divide products into two categories: Advanced Workflow and Traditional Workflow. In general, smaller firms would be best served using a “traditional workflow” system, which are designed for more typical ...
2015 Review of Intuit Lacerte and ProSeries Scan and Import
Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...
Intuit Introduces New Benefits for Tax Professionals
Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.
Firm Saves Time by Integrating Cloud Document Management with Tax Software
Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.