Compare ProFile Forms Expert: T4, T5 & Other Forms Tax Software

Creating, storing and retrieving paper documents can be frustrating and time-consuming. With HyperDocs (available in Premier products only), you can electronically manage and link source documents and working papers to a tax return!

HyperDocs helps you and your office become more efficient and environmentally friendly by going paperless. Why store tons of paper in big filing cabinets, when you can store files anywhere you like (for example, a central server with a backup). HyperDocs also has these helpful features:

Choose to link or embed your documents: Link (storing a reference to a document using its file name) or embed (storing the contents of a document within a tax return file) to your source documents.

• Why link documents? Whenever the content of the source document is modified, ProFile can show you an updated version of the file you're working on. By linking a file from its original location, a visual reminder lets you know if the source document has been changed so you can synchronize it with your tax return.

Drag & drop: Select, drag and drop documents from Windows to a tax return or to any field in ProFile.

Field linking: Link source documents directly to specific fields within ProFile and access them from fields too.

Thumbnail preview: Hover and click over fields to instantly view a summary of the document linked that field.

ProFile Premier users can search, export and report on client data – regardless of year or type of return – through our proprietary Client Explorer. Search by client or by situation. Create & save custom searches. Even manage common tasks for multiple clients in one click.

Database file mining lets you instantly mine thousands of client files in seconds. Even preview pertinent details without opening the return, like a client’s SIN, phone number, address or business/client reference number.

ProFile’s built-in Active Auditor instantly flags errors, omissions, dates & notices – and gives detailed explanations of how to correct the problems. 

ProFile integrates all diagnostics with the associated return, so reviewing returns is a breeze. Simply scroll through the list and then jump to the corresponding form and field in the return. 

You can view Active Auditor as a summary or view only specific areas (warnings, notices, sign offs, review marks, memos, etc.). Its sophisticated diagnostics help you catch more mistakes with fewer disruptions.

ProFile Premier allows you to save customizable global settings in one file folder for easy back-up from a single location. That means that your unique options package is stored separately from the software. So, when you reinstall the program, backup your system or upgrade your computer, you can take those customized options with you.

Configure different ProFile options per computer or per user. And if you’re looking for global settings for a network, it’s all right there for you. Set global settings across a network that everyone can access through ProFile.