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ProSeries Tax

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ProSeries Tax 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

ProSeries Tax
ProSeries Tax
4.0
(163)

Pricing

Starting at $409.00 per year

About ProSeries Tax

Intuit ProSeries Tax is cloud-based tax software designed to help accounting firms manage their tax practice. The solution helps accountants prepare returns, file e-forms, track tax filing errors through diagnostic tools. It also enables them to monitor status and validate return data before it is e-filed with the IRS or state tax department. With secure and scalable access to data from anywhere at any time, ProSeries Tax automates routine tasks during tax season and improves efficiency in daily operations throughout the year.

One of the key features of ProSeries Tax is its wide range of supported tax forms, covering individual, business, and state returns. The software supports 1040, 1120, 1120S, 1065, and many more forms, ensuring that professionals can cater to diverse client requirements. The extensive form library within ProSeries is equipped to handle complex tax scenarios, making it a versatile choice for tax preparers.

ProSeries Tax offers integration capabilities that enhance its functionality and streamline workflow. The integration with QuickBooks allows for the seamless import of client financial data directly into tax returns, reducing the need for manual data entry...

and minimizing errors. This feature is particularly beneficial for accountants already utilizing QuickBooks for bookkeeping and financial reporting tasks. The software includes tools for electronic filing, enabling professionals to submit federal and state tax returns directly through the platform. This e-filing capability ensures compliance with IRS standards and offers a fast, efficient way to handle multiple client submissions simultaneously. Additionally, the system supports direct deposit options for taxpayer refunds, adding convenience for clients. The professional-grade diagnostics feature of ProSeries Tax helps identify potential errors and omissions in tax returns. This tool evaluates returns for accuracy, guiding users through corrections before submission. The diagnostics check adheres to tax law updates and reduces the possibility of audits, helping maintain a smooth filing process. ProSeries Tax also provides client communication tools such as customizable documents and reports, which ensure clear and professional correspondence regarding tax matters. The software allows for easy generation of client letters and summaries, assisting in keeping clients informed about their tax status and any changes in tax codes or requirements. Security is another vital component of ProSeries Tax, with features implemented to safeguard sensitive client information. The software includes secure file sharing options and data encryption, ensuring that sensitive tax data remains confidential throughout the preparation and filing process. These measures align with regulatory standards, enhancing the software's reliability for professional use. ProSeries Tax delivers a variety of essential features tailored for the unique demands of tax professionals. Its support for a wide array of forms, integration with QuickBooks, e-filing functionality, professional diagnostics, client communication tools, and robust security measures make it a comprehensive solution for managing tax preparation tasks.

ProSeries Tax Screenshots

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ProSeries Tax Pricing and Plans

Starting price: $409.00 per year
Free Trial
Free Version

ProSeries Basic

$579.00

flat rate, per year

Plan includes:

  • 20 form 1040s
  • 20 individual state returns
  • 1 state supported

ProSeries Professional

$409.00

flat rate, per year

Plan includes:

  • Pay-per-return on 1040s
  • $55 per state business return
  • Multiple-user access

ProSeries Essential

Pricing available upon request

Plan includes:

  • Forms-based data input
  • 1000+ diagnostics
  • Transparent calculations
  • Request e-signatures from clients from within ProSeries
  • Unlimited W2/1099 filing

ProSeries Plus

Pricing available upon request

Plan includes:

  • Remote accessibility for work and hiring
  • Enterprise-level security
  • Reduce IT hassles and costs

ProSeries Advanced

Pricing available upon request

Plan includes:

  • Everything included in ProSeries Plus
  • Request eSignature from clients from within ProSeries
  • Let clients sign from anywhere

ProSeries Tax Features

  • Popular features found in Corporate Tax
    Compliance Management
    Corporate/Business
    Data Import/Export
    Data Verification
    Electronic Filing
    Tax Calculation
    Tax Planning
  • More features of ProSeries Tax
    Accounting
    Alerts/Notifications
    Billing & Invoicing
    Client Management
    Client Portal
    Data Visualization
    Digital Signature
    Document Management
    Document Storage
    Electronic Submission
    Email Reminders
    For Tax Practices
    QuickBooks Integration
    Refund Management
    Status Tracking
    Taxability Verification
    Taxation & Assessment
    Tax Compliance
    Tax Filing
    Tax Forms
    Tax Management
    Transaction Tracking
    User Management

ProSeries Tax User Reviews

Overall Rating

4.0

Ratings Breakdown

5

42%

4

31%

3

15%

2

4%

1

7%

Secondary Ratings

Ease of Use

4.1

Value for money

3.5

Customer support

3.6

Functionality

4.0

TP

Tonette P.

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Intuit Tax..Great software

5

I do really like the product!

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
Tax entry is a breeze and couldn't be easier. I love the mfs vs mfj option also like the option to view only forms used instead of drilling down through dozens of forms.
Cons:
Little expensive especially if you have to add more returns at the end. Very costly. Also, returns if any you don't use they do not credit any amount to the following year.

Read More

VR

Verified
Reviewer

Accounting

10000+ employees

Used daily for less than 2 years

Review source

Reviewed January 2020

Easy to use tax preparation software

5

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
I use ProSeries Professional with other Intuit products such as Fixed Asset Manager in my daily work as a tax specialist. It is my long-term favoured tax preparation software for several reasons. Although any professional accounting software has a steep learning curve, I find ProSeries relatively painless to use. It is undoubtedly quicker and easier to use than alternatives such as TurboTax. In my experience, it produces very accurate returns. This ease of use allows me to spend more time where it counts, dealing directly with clients.
Cons:
It would be beneficial for the direction of the ProSeries software if the company were to work on improving the capacity of the online version. There are also some minor user issues, such as the lack of particular worksheets, which force the user back on manual additions, such as W-2 forms.

Read More

RK

Randy K.

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

Worthy contender

4

Previously 5

A step above Drake. Lacerte is too expensive. There isn't a perfect tax software but this is a worthy contender especially for the smaller or solo firm.

Ratings Breakdown

5
Ease of use
4
Value for money
Previously 5
3
Customer support
Previously 4
5
Functionality
icon
Pros:
Mostly intuitive with a solid error check. Handles multiple states well. Overall, still a good value.
Cons:
Some states lacking 1041 returns. Need to check states very closely (as we should anyway). Customer support is dwindling as prices increase.

Read More

JO

Jason O.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Great Software for Tax Professionals

5

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

Ratings Breakdown

4
Ease of use
4
Value for money
4
Functionality
icon
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.

Read More

VR

Verified
Reviewer

Accounting

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed October 2018

NON-COMPLEX AND EASY TAX PREP SOFTWARE

5

Ratings Breakdown

5
Ease of use
4
Customer support
4
Functionality
icon
Pros:
The simplicity of Intuit’s interface is one of the reasons why I chose Intuit. It provided simple and easy features that anyone can learn. The document scanning allows a paperless documentation which is a great plus to any software, allows efficient e-filing. It is a very useful software.
Cons:
The worksheets are very limited, especially during tax season. Also, tech support responds slowly to any reported problems, but once they respond, they really get into the problem and will try to figure out the problem.

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KT

KS T.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 6 months

Review source

Reviewed February 2024

Ease of use?

1

Horrible. Not intuitive. Interface is way too busy.

Ratings Breakdown

1
Ease of use
1
Customer support
1
Functionality
icon
Pros:
It's abhorrent. There are no pros to ProSeries
Cons:
It's like using Windows 97. It's clunky. Intuit claims it's a forms-based program. It's not. The input screen is too large. Selecting 60% does nothing. As such you have to use the mouse to scroll and scroll.

Reasons for choosing ProSeries Tax

I ended up switching back to ATX. Despite having paid for ProSeries, I switched back to ATX.

Reasons for switching to ProSeries Tax

I switched back to ATX despite having to pay.

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DA

Dara A.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2024

Run Away! Do Not Purchase

1

ProSeries Tax Software Totally Sucks! Horrible software

Ratings Breakdown

1
Ease of use
1
Value for money
1
Customer support
1
Functionality
icon
Pros:
There are no pros. There is nothing nice to say about the software
Cons:
The conversion of this software has been a disaster. The software is not user friendly.

Reasons for switching to ProSeries Tax

Cost factor was the driving decision. Someone else was looking for a software that could generate reports for Admin review.

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Enrique's profile

Enrique F.

Verified reviewer

Aviation & Aerospace

51-200 employees

Used monthly for more than 2 years

Review source

Reviewed December 2018

CPA who enjoys using ProSeries Tax

5

Overall I've been happy with ProSeries Tax. The price may be high for some but in my opinion you get what you pay for. It allows me to send tax returns electronically and I also can send clients pdf copies of their returns.

Ratings Breakdown

5
Ease of use
4
Value for money
4
Customer support
4
Functionality
icon
Pros:
Been using it for 5 years and the ease of finding things and rolling over information year over year is great.
Cons:
Sometimes, it may be hard to find helpful information, but I've learned that you need to be precise with the words so information comes up.

Read More

Latonja's profile

Latonja A.

Verified reviewer

Outsourcing/ Offshoring

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed December 2018

Taxes done right

4

The pros outweigh the cons on this software. As I stated it keeps you up-to-date on all tax laws which is definitely a plus for everyone.

Ratings Breakdown

5
Ease of use
3
Value for money
4
Customer support
4
Functionality
icon
Pros:
This Intuit ProSeries Tax software keeps you in the know about the latest tax laws. Makes for less errors when preparing you taxes.
Cons:
Now be patient if you need customer service because the wait times can be a little lengthy.

Read More

Hopeton's profile

Hopeton B.

Verified reviewer

Accounting

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed January 2019

Best tax software for dummied

3

It was easy to use and able to generate the completed tax return

Ratings Breakdown

4
Ease of use
4
Value for money
3
Customer support
3
Functionality
icon
Pros:
That it can be integrated easily with my accounting software
Cons:
The limitations and restrictions of tax interpretations

Read More

Showing 1 - 10 of 163 Reviews
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