![]() Missing client data is also filed and tracked, and data must be entered before the return is sent. Electronic filing: You’re able to view, track the status of, and manage your clients’ e-filed returns. ![]() Client-specific billing and editable invoice options are available as well, including flat rates, hourly fees, and charges per form. Client tools: ProSeries Professional offers a variety of resources for your clients, including the ability to create checklists for the items clients need for each year’s tax return.With the exception of form 5500 returns, the software offers a variety of packages and access to a variety of helpful resources, including tax planning suggestions: ProSeries Professional provides several tools that will suit the needs of small to mid-sized businesses.
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