Complete your work in record time with the help of ProFile's powerful features.
With ProFile, there is no limit to how many returns you can EFILE. Plus, you can increase your productivity by filing multiple returns in one session with batch processing. You can also batch carry-forward and print multiple returns too, ensuring you get the most from your time.
Note: CRA requires EFILE registration.
Spend less time performing low-value tasks. With greater slip and form coverage, you can use the CRA Auto-fill my return service to accurately and securely import and review customer data – helping eliminate manual entry.
Handle virtually any tax situation with ProFile's comprehensive set of forms and worksheets that cover both your federal and provincial needs. T1 information is fully integrated with the TP1 (Québec) so you don't have to re-enter data. Plus, with ProFile there's no extra cost for additional forms.
Clients forget tax information all the time, like a donation receipt or a last-minute RRSP contribution. The Snapshot feature lets you enter in any new information you've received after filing the return, then it auto-populates the T1-ADJ form. No need to figure out what lines have changed or enter the data yourself – both of which are tedious and time-consuming. You just have to print and file.
Give your clients the added benefit of monitoring any year-over-year variances. With user-defined thresholds, our innovative T1 & TP1 Review Worksheets will highlight any changes that may require your attention, shortening the review process and giving you more time to spend offering advice to your clients.
Get instant access to the details of 5 years' worth of prior-year returns, without having to leave the return you're working on. Improve your accuracy by spotting potential errors and correcting omissions. This summary will help you understand trends and deliver more informed tax advice to your clients – in a lot less time.
Keep your tax and accounting records in sync. When you do your billing through ProFile, you can also keep your accounting records up-to-date. You can create an invoice in QuickBooks (Pro, Premier or Enterprise) based on billing information set up in ProFile. If you have a new client that isn't in QuickBooks, a simple click will set up a record based on ProFile's contact information. It's that easy.
An industry first, ProFile Review is a FREE companion web application that gives you even more functionality. In addition to accessing your clients' tax return data, ProFile Review also allows you to add markups and memos to your clients' T1 and TP1 returns from your laptop, mobile phone or tablet.4 Plus, you can even invite clients to ProFile Review so they can review their return online – saving you time and improving productivity!
Unique to ProFile, the MAUITM (Multiple Application User Interface) feature gives you:
If you're currently using other software to prepare personal taxes, don't worry – you won't have to start from scratch.
ProFile's Carry Forward feature converts from TurboTaxTM (T1 only), DT MaxTM (T1, T2), CantaxTM (T1, T2 & Forms Expert) and TaxprepTM (all modules), and ProFile automatically brings forward all the applicable fields and balances from last year to ensure your returns are accurate.
Our Tapes feature gives you the ability to include an 'adding-machine tape' to any input field, and allows you to create a list of amounts and have the final value automatically transferred to the field.
You can easily enter memos on a field-by-field basis. Plus, review both tapes and memos using the Auditor for a final check.
Use Review Marks to flag items in the return with a single click. It uses standard reviewing and editing marks such as Partner Sign-off, Preparer Sign-off, Correction Required and Question. And all marks are integrated within ProFile's Active Auditor, for complete integration within the return.
ProFile's built-in Active Auditor instantly flags errors, omissions, dates & notices – and gives detailed explanations of how to correct the problems making reviewing returns a breeze.
Simply scroll through the list and then jump to the corresponding form and field. View the Auditor as a summary or view only specific areas (warnings, memos, etc.). Its sophisticated diagnostics help you catch more mistakes with fewer disruptions.
Streamline the process of sending personal tax returns to your clients. In the time it takes to hit the 'print' button, you can convert your returns to password-protected PDFs – then email them to your clients.
Create professional mailing labels, engagement letters, and general client correspondence with information right from the personal tax return you're working on.
Even better, take advantage of ProFile's customizable templates and prepare communications with specific details from your client's tax return.
ProFile's high-speed client database management allows you to search, export and report on client data – regardless of year or type of return.
Search by client or by situation. Create and save custom searches. Mine thousands of client files in seconds. Even manage common tasks for multiple clients in one click and preview pertinent details without opening up the return. This sophisticated tool makes for smarter client management!
Manage your documents electronically by linking your clients' documents and working papers to returns or specific fields in return. You can attach or link almost any file format, including Excel, Word, PDF, JPEG, and TIFF.
In addition to helping your office become more efficient, HyperDocs allows you to be environmentally friendly by going paperless!
Create and save customizable global settings. Configure different ProFile options per computer or per user or set global settings across a network that everyone can access through ProFile.
For easy back-up, save in one file folder. That means that your unique options package is stored separately from the software. So, when you reinstall the program, back up your system or upgrade your computer, you can take those customized options with you.
"The software is excellent and support is easy to get on the phone. It simply makes my tax season easier."
"I find the Audit feature most helpful to ensure entries entered correct. I also love the compare, carry forward & review. Having instructed & trained others how to use the software, I have the knowledge to use all available features."
1st Choice Income Tax Service – Prince George, BC
"Over the years I have found ProFile to be accurate, and when you do need help with the tech department,
they are professional and eager to help."
Sum It Up Bookkeeping & Income Tax – St Catharines, ON
"I love using ProFile. It's easy to use, proficient and gives me the software I need to meet my clients' needs."
Susan's Tax Service – Aylmer, ON
"I have used other programs in the past and find ProFile to be efficient, quick to use and suits my needs.
Online support is great as well as the Forums."
Carol L Daye
Johnston Office Services – Cornwall, ON
"I like it the best of all programs I've used. User friendly, input fields make sense, can monitor fields, attach notes to fields that you can immediately see, setup of defaults easy to follow and help with any problems is excellent."
Leanne's Office Services - Abbotsford, BC
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Dr Tax is a registered trademark of Thomson Reuters DT Tax and Accounting Inc. Cantax and Taxprep are registered trademarks of CCH Canadian Ltd. All other trademarks are property of their respective owners.
1. We will pay the interest charged (to the maximum cost of ProFile T1 or ProFile T1/TP1) due to a discrepancy between your client's filed tax return and CRA's assessed amount, provided that the difference was solely a result of the calculation error in the software and not a result of inaccurate data entry or your failure to update ProFile after Intuit announces updates or corrections to ProFile in time for you to file an amended return. Full details appear in the most recent ProFile T1/TP1 software license.
2. Intuit reserves the right to limit the length of a given call or the number of calls from a given customer.
3. T1 carry forward files prepared with ProFileTM, TaxprepTM, CantaxTM or TurboTaxTM. T2 and FX carry forward files prepared with ProFileTM, TaxprepTM and CantaxTM. T3 carry forward files prepared with ProFileTM and TaxprepTM.
4. ProFile Review is available December 2015.