Use the variance analysis tool to track and evaluate potential changes to a return from last year and/or adjustments to this year so you can plan better.

ProFile monitors several key fields in the client file by default. You can observe the totals for these fields change while working on different forms. Select the fields you want to monitor and watch them change as you work.

ProFile's built-in Active Auditor flags errors, omissions, dates & notices – and compiles them into a list with a detailed explanation of how to correct the problem.

Scroll through the list and then jump to the corresponding form and field. View the Auditor as a summary or focus on a specific type of issue (warnings, memos, etc.).

Flag items in the return as you go with Review Marks. Use standard reviewing and editing marks like partner sign-off, correction required, and question mark.

All marks are recorded within ProFile's Active Auditor, for a smoother review process.

Memos are great for adding notes and reminders directly in a tax return. Tapes are handy for making and recording quick calculations in a field.

Review them both using the Active Auditor for a final check.

Attach multiple documents to a form or field of a return using HyperDocs.

Formats include: Excel, Word, PDF, JPEG, and TIFF.

Save some hassle and paper by converting your returns into password-protected PDFs to 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.

Create and save customizable settings per computer, per user, or set global settings across a network that everyone can access through ProFile using Options Administration.