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What Is ProSeries Tax?

Intuit ProSeries Tax is the easy-to-use professional tax software that helps you get through returns quickly and accurately. Its comprehensive diagnostics instantly pinpoint where errors are and where to fix them. The software for tax professionals has over 3,700 forms, 27 time-saving tools, transparent workflows, and integrated options such as cloud hosting, electronic signature tools, and more.

Who Uses ProSeries Tax?

Intuit ProSeries Tax is for small to mid-sized firms wanting a professional tax software that offers simple forms-based screens and one-click access to calculation details to easily file returns.

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Reviews of ProSeries Tax

Average score

Overall
4.0
Ease of Use
4.2
Customer Service
3.6
Features
4.0
Value for Money
3.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jason
Financial Advisor & Tax Consultant in Canada
Verified LinkedIn User
Financial Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Great Software for Tax Professionals

5.0 5 years ago

Comments: I have a good experience with this software year after year. I would recommend it.

Pros:

I really liked the ease of use. Switching back and fourth between pages/schedules was very intuitive and easy. I also like the ability to carry forward returns from previous years to keep the important information and data consistent in the records for each client. The software was also up to date on the current incentives and deductions so that made the review process faster.

Cons:

It can be a little pricey, so unless you are doing 100-200 or more returns it might not be for your business. Also I wasn't able to open the same file on two different computers to work with a colleague from a remote location on a client return, that would have been useful in a few situations.

Maria
Tax professional in US
Accounting, Self Employed
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Good product, easy to use, but not cheap

4.0 2 years ago

Comments: It's a good product, easy to use and have most of the forms I need in my daily practice, but it's in the expensive side.

Pros:

Easy to use, alert when there are product updates. The review feature is great.

Cons:

The price. That's my only complain. I have been thinking about changing tax software for a while, but it's an inconvenience and I am afraid of the conversion to another one and the learning curve. Otherwise I would have changed.

Mark
Owner in US
Accounting, Self Employed
Used the Software for: 2+ years
Reviewer Source

Buyer Beware

3.0 4 years ago

Pros:

I do like some of the reports that the software generates. It creates a client presentation to show clients what is going on with their taxes. However, some of their business practices are less than ethical. I find this disturbing. I've prepared taxes for 15 years and have used 3 software companies. While they all have their pros and cons, ProSeries is the only one that tried to strong-arm me using an auto-renewal that you aren't allowed to opt-out. You have to call, wait on hold, and sit through a sales pitch so THEY can decide if they want to take you off the auto-renewal.

Cons:

AUTO-RENEWAL- YOU CANNOT SHUT THIS OFF. Once you purchase the software, they automatically sign you up for auto-renewal, and don't let you turn it off. They give you a phone number to call that is available during limited hours. When you call- be ready to be placed on hold for a loooong time. I was told they would call me back in 20 minutes but this never happened. I had to call multiple times and wait on hold to finally talk with someone. I'm still on the phone as we speak (2 hours later) and I still don't have the auto-renewal shut off.

Shea
President in US
Accounting, Self Employed
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

ProSeries Tax Review

4.0 2 years ago

Pros:

Ease of use and the installation process

Cons:

As with all Intuit products I use: constantly crashing, bugs seem to be in every update released which can be extremely frustrating and time consuming during tax season

Michael
Owner
Accounting, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Intuit's ProSeries is easiest to learn and to use.

4.0 7 years ago

Comments: It's consider the Best tax software to learn and to use because of its overall simplicity of its interface and functionality.
The costs to that is the lack of available forms, mediocre tech support, rising price and growing limitations (see Cons).
The company does NOT really listen to users in ADDING forms/worksheets which is one of the biggest complaints.

Pros:

Relatively easy to learn and to use Many worksheets are form based so it's based on the tax forms themselves Able to create sub-statements to add details Able to link from/import from ATB (old trial balance software) so data prep is reduced and links are transferred to future years The Fixed Asset Manager (FAM) software, sold separately, does a Much better job regarding fixed assets than the depreciation section built into the Sch C/E which is very limited, esp. for reporting purposes, which is why FAM is needed. The Doc Mgmt System (DMS), sold separately, is tied Intuit and is VERY basic but it works for scanning documents to help create a paperless system. Buy the ProSeries Professional version and NEVER the ProSeries BASIC version as the former has more functionality.

Cons:

Not enough worksheets esp. to show calculations Missing K-1 basis worksheets for 1120-S/1065 K-1s so limitations must be done manually by sub-statements help but not much Intuit does NOT include many forms even if requested by users for MANY YEARS! Tech support is NOT that good! Price has risen significantly over the years! Companion DMS (Doc Mgmt System) is tied Intuit and can't be used as Stand-Alone feature and has VERY LIMITED features like Backup options or the ability to Truncate years to backup! Also, can NOT be used to Import Scanned doc info into ProSeries! Do NOT use ProSeries Basic as it removes much of the Functionality of the ProSeries Prof version as it done to keep the price low and meant primarily for 1040 users for simpler returns. Intuit does NOT limit the functionality of ProSeries Pro version to use the Basic features so you'll need to buy the Basic version which is Very STUPID! Other tax software makers just LIMIT their programs' functionality while using ONE version instead of Dumbing it down to sell!