Intuit ProSeries Tax Software


 

Intuit ProSeries is a desktop-based professional tax software suitable for small and midsize financial practices. The solution helps tax professionals to file returns, manage tax submissions, track the progress of returns and more.

With Intuit ProSeries software, tax professionals can view, track and manage e-filed returns. Users can also keep track of the progress of clients’ returns. The built-in worksheet helps in planning events, tracking the status reports and in find missing client data in a returns file. An online client portal allows the clients to submit their tax details in an organized manner. The solution also allows users to create interactive financial presentations for their clients with appealing charts, graphs and financial tables.

The chat option enables users to communicate with their clients in real-time. Tax professionals can also attach PDFs to Federal and State e-filed returns. The solution seamlessly integrates with various accounting software such as QuickBooks, Quicken and TXF to import financial data directly into ProSeries.

 

Intuit ProSeries Tax - Worksheet
 
  • Intuit ProSeries Tax - Worksheet
    Worksheet
  • Intuit ProSeries Tax - Forms
    Forms
  • Intuit ProSeries Tax - Client information
    Client information
  • Intuit ProSeries Tax - Document checklist
    Document checklist
  • Intuit ProSeries Tax - Return forms
    Return forms
  • Intuit ProSeries Tax - Sample forms
    Sample forms
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

26 Reviews of Intuit ProSeries Tax

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Debra from Vector Software
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Intuit ProSeries ~ ease of use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I feel this product is a good value for the cost of the product.

Pros

What I like best about this program is it is easy to use, I am able to find the necessary information quickly.

Cons

When there is a real estate sale each depreciable real estate asset has to be entered individually, you are not able to combine the items together as a group sale.

 
 

Jazmin from Flour Bakery + Cafe
Specialty: Food / Beverage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2017

October 2017

Turbo Tax

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Good program to use

Pros

Application was pretty easy to use, everything was laid out for you and done properly. Would use again.

Cons

Might not be application's fault but would've liked to be able to see prior years returns. Tried accessing it but you have to pay.

 
 

Michael from MC Tax Consulting
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

 
 

Randy from Randy A. Kozerski, CPA, LLC
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great product, solid value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

An overall solid choice if you are looking for a step up from Drake or a more reasonably priced alternative to Lacerte or ATX. I demoed ATX and it is lacking. I like Drake but feel more confident with Proseries in terms of accuracy.

Pros

Accurate, fairly easy to learn, good customer support. Even the basic module come with a solid help and research module. The pro module is available for business return but can also be used for more complicated 1040 returns.

Cons

Intuit needs to find a way to keep pricing under control. For now, there are deep discounts on most configurations. Make sure to check state returns carefully.

 
 

BARRY from MOBILE BROADBAND
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

DISAPPOINTED

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

THE 1040s WERE EASY TO USE BECAUSE OF THE WORKSHEETS. THE HELP KEY WAS USEFUL IN THE 1040 BUT IT IS NOT AVAILABLE FOR THE BUSINESS RETURNS.

Cons

Business:
With 1065, 1041, & 1120s most of the times the shareholder, trustee, partner is an officer or TMP. On their K-1 worksheets shareholder/partner worksheet just have a box to check and the program automatically transfers the information to the officer/TMO/general partner on page 1.
When importing K-1s should auto update the old K-1s should not have to delete K-1s and then import. Also whenever a 1120s/1041/1065 is changed the linked 1040 should be notified when the preparer opens it to update the return.
Be able to do Grantor Trust returns, populating the return.
Import K-1s from within the program to 1120s.
Mass asset disposition(BULK SALE) LINKED TO of fixed asset worksheets.
Populate the Balance from the fixed asset work sheets for cost and accumulated depreciation.
On the depreciation report subtract the sold assets after they are totaled.
PROGRAM SHOULD ALLOW US TO EFILE 1041s WITH FOREIGN TAX CREDITS.
THE “WHERE TO ENTER” (HELP) SHOULD BE AVAILABLE ON THE BUSINESS RETURNS ALSO.
Personal:
W-2s/1099s – By putting the FEI # the w-2 should populate the worksheets.
1040 when starting a dependent tax return the program should get all the information when the SS# is entered.
PUT RENTAL INCOME/LOSS AND ORDINARY INCOME/LOSS ON THE SAME K-1.
Software cannot add more than 1 person to 1095-A part 4 sharing of insurance policies
Printing
Need to select: Letters, Invoice, and tax return to print all at once.
Letters sold respond to forms being filed, such as 1040x, 4865, etc. with mailing instructions.

EFILING
Have more sorting options such as 1040s, 1120Ss, etc.
Software auto sends an email that the return was filed. We client always ask for confirmation if not.

 
 

Ebonie from taxprep
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Horrible customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We set up a pay per return account, really we wanted something different but were convinced that the deferred payment plan was our best option, now the sales rep left out very important details and took forever to get us set up (2 Weeks)! payment was not due until march the 2 but we received calls stating that a payment was due Feb. 1 shortly after we received several emails stating that our account was on hold, we tried calling customer support and just got the run around, we were told that we would be called back and still have not been called this is the most unprofessional company to go with and I will not be supporting them next year.

Pros

The product its self is easy to use.

Cons

Horrible customer service and sales reps did not fully explain the product fees associated with our software account.

Advice to Others

Make sure you ask every question up front before purchasing this product, as sales rep will do the minimum when it comes to explaining payments and fees.

 
 

Belinda from YOST INC
Specialty: Distribution
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Intuit ProSeries Tax

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

ProSeries Tax is the tax software solution offered by Intuit. Very easy to use to prepare and file taxes.

Pros

Convenient, and saves time.

Cons

Some states have had complaints about errors in their returns. Also, sometimes it's hard to find a specific form.

Advice to Others

Do you research before you buy?

 
 

Aida from Income Tax Atlanta
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Extremely rude customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using Turbo Tax and Professional Pro series products for years. This year, I found a bug in a system and called to ask if it can be fixed since I prepare over 1000 of taxes and if it is fixed, will make my life easier. First, for 45 minutes, I talked to technical support who couldn't help me. Then I was transferred to a manager. I explained the issue and asked for the small problem in the system to be fixed. He said that it can't be fixed and if I do not like using Pro series, I can find another software and use it. Goodbye. He literally talked to me for one minute.
I have been using Pro series for 10 years, filed over 20,000 tax returns and got hanged up in a minute by manager!!

Pros

Easy to use

Cons

Poor customer service, program with bugs that "cannot" or actually do not want to be fixed by tech support

Advice to Others

Try to find a software where if you have a problem you can actually call somebody who will help you and do not just tell you to go away

 
 

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

December 2016

December 2016

Good one for Individual Tax Returns preparations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

December 2016

December 2016

Sad out of date technology

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

December 2016

December 2016

Intuit Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

December 2016

December 2016

Intuit Pro-Series Tax Prep Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

December 2016

December 2016

Proseries

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

December 2016

December 2016

Great softesrr

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

 
 

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

December 2016

December 2016

Intuit

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great software to track your business spending and reporting for taxes

Pros

ease of use

 
 

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

November 2016

November 2016

Intuit ProSeries Tax

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

November 2016

November 2016

TaxPro

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Pros

Customer service support

Cons

The extreme price

 
 

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

November 2016

November 2016

SurePayroll

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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

 
 

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

November 2016

November 2016

Warren's ProSeries Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

 
 

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

October 2016

October 2016

Easy to set up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 
 
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