Tax Preparation

ProSeries

Connect your tax preparation workflow with TPP.

Import / Export OnlySecure File Exchange

Intuit's desktop professional tax software, popular with independent preparers.

How the connection works

This vendor doesn't publish an open API for third-party software, so TPP supports secure file upload/download and CSV export/import instead of a live connection.

ProSeries has no public third-party integration API. TPP supports secure file exchange and CSV import/export.

What syncs

Client demographic export/import (CSV)
Prior-year return PDFs
Source document uploads

Available via file exchange.

ProSeries doesn't offer a live connection, but you can move data in and out of TPP for it today.

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