Check out our great line up of new ProFile features!
Complete your work in record time with the help of ProFile's powerful features.
FX & FX/Q includes a comprehensive set of tax forms that are fully interactive, automatically performing all calculations.
Plus, data sharing with ProFile T1, T2 and T3 eliminates redundant data entry, so you can complete forms and elections in a flash.
Unique to ProFile, the MAUITM (Multiple Application User Interface) feature gives you:
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.
"I like the accuracy and completeness of the forms, the passive and active auditor, and the comparative function.
Also the colour selection for forms - easy on the eye; it reminds you which spouse and year you are using."
"I like that all current and prior year programs are accessed from the one spot."
"Easy to use, comprehensive functions and forms, and the review function is intuitive - easy to train new staff on it. Updates were smooth this year - no lost time to software maintenance."
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