Manage common tasks for multiple clients in one click and preview details without opening up the return. Search by client or by situation, create and save custom searches.
CRA news and notifications
You’re always kept up to date by notifications in the product about the latest CRA news, form amendments, and product updates.
5-Year Tax Summary
Deliver more informed tax advice to your clients by viewing 5 years worth of historical returns while you’re working in a return.
Carry forward files ^2^
Ensure your returns are accurate by bringing all the applicable fields and balances from last year with the Carry Forward feature.
You can convert files from:
TurboTaxTM (T1 only),
DT MaxTM (T1, T2),
CantaxTM (T1, T2 & Forms Expert)
TaxprepTM (all modules)
Communicate and collaborate with clients in ProFile
See the status of your client files at a glance using the document management dashboard called Hub.
Then, send personalized requests to clients for missing documents or information using the user-friendly online portal called Link.
“Before I worked one hour, now it’s 15 to 20 minutes.”
Srinivas Reddy Kallem
More features you’ll love
Create & customize
See the potential impact of changes to a return
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.
Focused data monitoring
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.).
Smoother reviewing with Review Marks
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.
Track the details with tapes and memos.
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.
Create & customize
Attach client documents to returns
Attach multiple documents to a form or field of a return using HyperDocs.
Formats include: Excel, Word, PDF, JPEG, and TIFF.
Save time and paper: Email PDF returns
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 settings
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.
I’m excited about ProFile T2 and the Workpaper linkage. That saves so much time. That, to me, is the reason to stick with ProFile.
Be Hai Leiu
CPA CA CIRP
It’s the ease of processing, being able to pull all the data straight in from QuickBooks Online Accountant, especially with Workpapers. It’s right on.
Important Offer Details, Disclaimer/Footnotes
1. Intuit reserves the right to limit the length of a given call or the number of calls from a given customer.
2. T1 carry forward files prepared with ProFile™, Taxprep™, Cantax™ or TurboTax™. T2 and FX carry forward files prepared with ProFile™, Taxprep™ and Cantax™. T3 carry forward files prepared with ProFile™ and Taxprep™.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.