ProSeries Basic

For firms filing primarily 1040s, hosted with the same multi-user access and backup protection as Professional.

ProSeries Professional

Full support for individual and business returns (1040, 1120, 1120S, 1065, 1041, 990, 706, 709), multi-state filing, and K-1 pass-through import.

True Multi-User Concurrency

Multiple preparers open, edit, and review returns simultaneously without file-locking conflicts.

Automatic Nightly Backups

Client data backed up daily and retained on a rolling schedule, independent of your local hardware.

EFIN-Ready E-Filing

E-file directly from the hosted environment using your firm’s existing EFIN — no re-registration required.

QuickBooks On the Same Server

Also host QuickBooks with us? Run both in one environment so client data moves between systems without exporting.

Encrypted RDP Access

Every session runs over encrypted remote desktop connections, not exposed locally on staff laptops.

Scales With Staffing

Add seasonal preparer accounts in January, remove them in May. Pay for what your team needs, when it needs it.

The server that doesn’t slow down when you need it most

Most downtime complaints aren’t about hosting providers failing outright — they’re about performance quietly degrading during the exact weeks it matters most. Our infrastructure is provisioned for peak concurrent load, not average load, so response times in the last two weeks of tax season look the same as they do in June.

Your clients’ financial data, protected properly

Client tax data is hosted on infrastructure certified to SOC 2 Type 2, ISO 27001, PCI DSS, and SSAE 18 standards, with encryption at rest and in transit.

See our full security practices →

Independently audited security controls

Information security management

Safeguards for sensitive client records

Payment data handling standards

Type 2 service organization controls

What examiners actually check

Where this usually breaks down

Most small and mid-size firms don’t fail an audit because they’re careless — they fail because ProSeries runs on a front-desk PC or an aging in-office server with no documentation trail. There’s no audit log, no written encryption standard, and no answer to “who else has access to this machine.” None of that is a software problem; it’s an infrastructure problem.

Hosting doesn’t replace your WISP — you still need one — but it gives you something concrete to reference in it. A SOC 2 Type 2 report and ISO 27001 certification are documentation you can hand directly to an examiner or a client, instead of trying to describe the security posture of a physical office PC after the fact.

A concrete example: an examiner reviewing your WISP might ask who has admin access to the machine storing client returns, and when that access list was last reviewed. On a hosted environment, that’s a logged, auditable answer in one sentence. On a shared office PC, it usually isn’t an answer at all — it’s a guess.

Secure server locations, close to you

Our data centres sit in low-risk zones shielded from natural disasters, with enterprise power, cooling, and network redundancy — positioned to keep latency low no matter where your team logs in from.

U.S.-Based SupportLive help during tax season, when a delayed response isn’t an option.

Free TrialTest your actual ProSeries workflow in the hosted environment first.

Transparent PricingSimple per-user pricing — no hidden setup fees or long-term lock-in.

Migration Handled For YouWe move your data and settings without disrupting an active season.

Dedicated ResourcesYour firm’s performance never degrades because of another client’s usage.

All Your Software, One PlaceProSeries alongside QuickBooks, Drake, Lacerte, and ATX.

“We run both ProSeries Basic and Professional depending on the client, and having them side by side on one hosted server without any conflicts has been the biggest relief this season.”

“Adding two seasonal preparers in January used to mean buying licenses and hoping our old machine could handle it. Now it’s a few clicks, and we scale back down in May.”

“E-filing from the hosted environment works exactly like our old desktop setup — same EFIN, no re-registration, no surprises.”