ProSeries Link

Collect, organize, secure data in a client portal; collaborate with your clients on a single platform

ProSeries Link Details

ProSeries Link offers a direct integration with QuickBooks to streamline the tax preparation process by linking client data seamlessly. This integration helps tax professionals access client data quickly, reduce manual data entry, and improve the overall accuracy of tax returns. It’s perfect for tax preparers looking to enhance efficiency and accuracy during tax season.

Business Function	Data Sync Document Management Project Management Reporting and Analytics
Industry	Accounting Professionals

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