Intuit ProSeries Tax Software


 

Intuit offers three options for tax preparation professionals.

Lacerte is the tax preparation software currently used by thousands of elite professionals. It utilizes 32 integrated features, a selection of forms across individual and business and an array of critical and informative diagnostics.

ProSeries is trusted by more than 65,000 professional tax pros. Recommended small to mid-sized practices, packages range from unlimited individual and business bundles, or pay-as-you-go options allowing tax professionals to choose the pricing plan that best fits their needs. ProSeries is voted amongst easiest to use tax software programs by members of the AICPA with more than 1000 diagnostic tools to help users prep returns accurately.   

Intuit Tax Online is a web-based and mobile-ready tax application. It integrates with software your clients use – like QBO.  There are no contracts, no license fees, and no additional fees for states/forms. Powered by a Lacertes tax engine, Intuit Tax Online can handle 5600+ forms and has over 20K diagnostics built-in.

 

Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, HP-UX, AIX, Solaris, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

19 Reviews of Intuit ProSeries Tax

Showing 1-19 of 19

 

from Cogneesol Pvt. Ltd.
Specialty: Accounting / CPA
Number of employees: 51-200 employees Employees number: 51-200 employees

Good one for Individual Tax Returns preparations

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Hello, I am Mika and am a service associate in New York city. I found this software valuable and easy to use. No regrets to spend money on ProSeries. I had some issues once but when got help from my expert seniors, I was quite sure for accurate tax returns and got the better idea to use this software. I've found ProSeries even better than turbo-tax.

Pros

Easy and user-friendly interface. Its quiet interesting to learn a number of things with this commerce platform.

Cons

Not much, but before any help, I was confused with its functionality. But now, Its Fine to use.

Advice to Others

Good Software, I would always recommend proseries to my business friends.

 
 

from Gold Nugget Package Store
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

Sad out of date technology

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Set up was fraught with issues, gave up trying to make software do what we wanted it to do. Due to too many hours on the phone trying to get an understanding from technicians.

Pros

Able to convert our old intuit data.

Cons

It's old technology, less customizable than the 11-year-old V.5, the need to buy a 3rd license for back office. The inability to remote access back office.

Advice to Others

Don't buy it, there is better and more user friendly POS systems on the market.

 
 

from Top Tree Service
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

Intuit Review

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Not having much experience with any other software I can't compare only judge based on what I've learned from using Inuit.

Pros

Fairly easy to navigate the basics, even for a rookie. Answers are always found for questions or issues I could be having, even though the search can sometimes be extensive. Invoicing within the program is the best option and very handy big time save. Overall the value is a good deal and I don't regret my purchase.

Cons

Customer service takes a very long time to go through and actually answer questions I have. Monthly fee is a little bit on the high side. I've found it easier to search the web than to call CS for most questions or issues. Had an issue with IRS and state agency connections.

Advice to Others

I recommend taking time learning the program don't just jump right in. There is so much time I could have saved by reading up on things before trying to just figure it out. Overall it's pretty easy to use probably easier than most I would imagine but still, knowledge is huge in saving time. Work smarter not harder.

 
 

from The DYNACO Group, LLC
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

Intuit Pro-Series Tax Prep Software

Ease-of-use

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The software is an easy functionality transition if one is familiar with turbotax, another Intuit product. It has more advanced features useful to a professional and some interesting helpful aids.

Pros

It is one of the less expensive packages available for professionals, and since it works off the IRS looking forms, is easy to use for someone familiar with IRS forms. It has a rapid learning curve from turbotax, but is not that intuitive for some of the more intricate bells and whistles the program offers.

Cons

The conversion of prior years tax files to Pro-series is a bit awkward, especially if converting the same company's turbotax files. While the sales reps tell you it will convert last year's turbotax files, it really will not. to do so requires one to obtain the current year's version of turbotax, convert last year's turbotax files to this year's turbotax files AND THEN convert THIS YEAR's TurboTax to Pro-Series! Now that's a trip and a very misleading statement from their sales force if one has to purchase this year's turbotax in order to do the conversion!\
The file system is a bit awkward also in that you must designate a place for ALL the client files. We like to keep a client's files together, the data file from the tax software along with W-2's, 1099s, K-1s etc in a file under the client's name and not group the tax software file with other client's. Once one gets used to this, it is workable but if you move a file you get a lot of strange reactions to the program. While it doesn't cause errors in the tax file or calculation, it will not print or e-file a return even if you launch the program from the data file location!

Advice to Others

Try it and see for yourself. You should be able to get a free trial. I had 2 trial programs over several years but couldn't file one return with them for one reason or another. I was pissed with their support as no one really listened to my problem description and as a result, last year I could not file one return by April 15th because of something they coded wrong with IRS required information, and I gave them my IRS print-out that had all the required information. that sucked. As a result, until I got one return e-filed (which didn't happen during the whole season) I processed client returns on another program so my familiarity and love of this program became minimal and somewhat useless as a viable program, Perhaps others will have better luck. I would give it another try. The first time I was pissed that I had to buy another program just to use the trial version which they say is a full working program.

 
 

from Salamander Tax
Specialty: Accounting / CPA
Number of employees: 11-50 employees Employees number: 11-50 employees

Proseries

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Value for Money

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Love the easy interview mode! Very easy to use and I love the error flags that immediately lets you know when there is a line error and when it's corrected.

Pros

Great customer service. Easy to use. Awesome flow and interview mode makes it easy for new preparers.

Cons

Customer Service isn't 24/7 like Drake and doesn't participate with refund advances this year through any bank products.

Advice to Others

It's worth the cost for the professional, easy software to complete tax returns.

 
 

from Frs logistics group
Specialty: Transportation
Number of employees: 2-10 employees Employees number: 2-10 employees

Great softesrr

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Everything is so easy to use ! Easy invoices ! It is so easy to do everything receive payment . It'll send you the copy of invoice . Review your expenses and profits . The software is ideal!

 
 

from Ivystone
Specialty: Retail
Number of employees: 51-200 employees Employees number: 51-200 employees

Intuit

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Great software to track your business spending and reporting for taxes

 
 

from Sanders Construction
Specialty: Construction / Contracting
Number of employees: 2-10 employees Employees number: 2-10 employees

Intuit ProSeries Tax

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I found that this product was very easy to use it is also easy to access and very reasonable in price. I would recommend it to others.

 
 

from Waters'Professional Bookkeeping Service
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

TaxPro

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Value for Money

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It was easy to work in an help find all the mistakes

Pros

Customer service support

Cons

The extreme price

 
 

from Lw Consulting Group
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

SurePayroll

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N/A

Its free direct deposit feature is nice, but monthly fee is much higher

 
 

from Warren A. Thomas, CPA
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

Warren's ProSeries Review

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I have been using this product for a number of years, and am impressed with its ease of use and accuracy.

Pros

Ease of use and accuracy.
Availability of customer support

Cons

Intuit sells an over-the-counter "watered-down" version of ProSeries to laymen, which is in direct completion to CPAs

 
 

from Rational Developments, Inc- Go Natural
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

Easy to set up

Ease-of-use

Functionality

Product Quality

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Value for Money

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Getting full functionality takes some follow up. I like the bank integration feature. it helps me stay up to date on issues that are easy to ignore.

Pros

Customer service is thorough-although takes some time.

Cons

IRS and State agencies connections were a problem.

Advice to Others

Use it...but definitely check full functionality.

 
 

from PETERSON TAX & BOOKKEEPING SERVICES
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

Intuit Pro Series Tax

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Extremely easy to use and one of the best tax programs I have tried. Customer support is always friendly and solves my issues immediately. You can pdf files and or print returns. These are great options too. I like the ability to copy returns for other information and to also copy return to the next year and save time on entering information.

Pros

Customer support is very helpful. Tax system is easy to navigate and enter tax information. Invoicing is done within the program. Great option!!

Cons

Pricing is a little high and goes up yearly, but there are bulk discounts which helps.

Advice to Others

Buy this product. You will not be disappointed.

 
 

from Hammond CPA
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

Excellent Software

Ease-of-use

Functionality

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Value for Money

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N/A

My first year outside of a CPA firm preparing taxes and I wanted a software that was similar to what I was used to at the firm. This software was perfect and did not take any time to get a hang of. Highly recommend the software. Great value for the money.

 
 

from Ensorcell Investments
Specialty: Real Estate

Great Software!

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Value for Money

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N/A

Likes Best

It is very easy to use and is cost effective. We really feel that it has the perfect combination of simplicity and functionality.

Likes Least

I have no dislikes when working with this program. Really a great software to have for our business.

Recommendations

Take time to learn/experiment so that you can utilize it to the fullest.

 
 

from Puget Sound Accounting Services, LLC
Specialty: Accounting / CPA

Good Tax Preparation

Ease-of-use

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Value for Money

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Likes Best

It is easy to use and easy to enter information. I would recommend this.

Likes Least

It takes too long to load to get to the first page to see information

Recommendations

Its easy to use and to enter data, I feel the price is a little high but all software pricing is going up. I still will stay with it.

 
 

from Ruffing It
Specialty: Retail

Good Solid product.

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Value for Money

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N/A

Likes Best

It does all the things you need it to. It calculates your payroll, your quarterly reports, etc. Most accounting professionals use it or at least have software that is compatible, so it's easy to use in conjunction with your tax professionals.

Likes Least

They are ALWAYS trying to sell you something more.

Recommendations

It think it's a basic thing that all businesses need if they are handling their own accounting.

 
 

from National Energy & Light, Inc.
Specialty: Other

A lifesaver!

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Likes Best

This product really took care of me when I had to file my taxes during the normal tax season. It really is like someone double checking your work to make sure you are not only doing things correctly but also taking full advantage of any funds that you are entitled too! I was super intimidated by doing taxes and now its a breeze!

Likes Least

I was sort of taken aback by the price of the product as I didn't think it was worth what they charge for it! Granted, you can certainly use this software as a tool to get back more from your refund, which would offset the cost. But the return on investment is slow making this a LONG term investment.

Recommendations

Be sure to check out other versions of this software to make sure that it is the right fit for you. But if it is, look forward to the lowered amount of stress!

 
 

from Zenith Optimedia
Specialty: Marketing Services

Taxes done at ease

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Likes Best

This product saved me time and money. It was cheaper getting it done myself. Which i prefer. Learning it was made easy as well and now it comes simple to me.

Likes Least

This is difficult because it worked out great for me. I would just complain about the act of doing taxes but this software makes it easier.

Recommendations

I would just tell them use another software. During my research it was easier for me to determine which to use till i actually used it. It is more work but it's just one time you do it because the decision you make should help you for years to come.

 
 
 
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