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

33 Reviews of Intuit ProSeries Tax

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Darton from Fangorn Forestry
Specialty: Government Contractors
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Intuit ProSeries Tax, a reasonable choice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The program is relatively affordable, provides excellent customer support and features smooth functionality.

Cons

Some of the processes necessary to use were not the most intuitive, no pun intended. Could use a more informative interface.

Review Source
 
 

Sarah from Sarah Monfreda Accounting
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Good Tax Prep Software for the smaller Accountant

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I thought this product was easy to use. I like the client interview form which is helpful as a guide for not missing any income or deduction items for your clients.
It allows you to import files from Turbo Tax which can be handy if a client has prepared their return themselves the prior year. The error check feature is helpful as well. I am a small firm that only does a limited # of personal tax returns and I do not always have another accountant to discuss tax questions with or bounce ideas off of so, the error check does assist in catching any potential problems on a return.

Cons

I don't like the I have to have internet access when I try to access the software or it will not let me in. This was a new feature in the 2016 software which I did not care for.

Review Source
 
 

Camille from CMFpeople first
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Excited

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

A product that allowed me to business from my home to help others to do their taxes and save money, there is nothing like it

Cons

only thing it does not allowed enough stated file free and still have to paid efile fee when you submit the state

Review Source
 
 

Audie from Morton Machining
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Make the fast and simple right choice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Highly recommend

Pros

It's simple to use and works for anyone, you can he a novice PC user and will navigate with ease throughout.

Review Source
 
 

Raymond from Global Tax Consultants
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Pro series tax prep software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Cancel credit card after initial purchase because they will use it for an automatic renewal

Pros

It is easy to use for the average intelligent tax guy. Prints great detail. Great audit review for individual returns.

Cons

Customer and tech support are bad at renewal time. No great audit review of corporate or partnership returns.

Review Source
 
 

Eduardo from Notary taxes and more
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Truly amazing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like how friendly it is and how it works. I use this product because it helps me a lot of times.There are some products that they recommend me but this one is better. Good product

Review Source
 
 

Marianne from Jean Boenker Hood CPA LLC
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

ProSeries

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've used Lacerte (which is even more costly) and I've used the base-level personal use TurboTax software. All in all the ProSeries input is nice - but the extra functionality that is common in other software doesn't exist for ProSeries.

Pros

The form based input is nice for people who are accustomed to reviewing returns by looking at the final product.

Cons

The cost continues to increase with a lack of improvement for the product that is presented each year.

Review Source
 
 

Augusner from Aacare tax preparation
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

The software is the best in the market

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The software is easy to use, most of the forms you need can be seen in the main menus or you can search for it .

Cons

Although the software is easy to use it is the most expensive in the market .I cost more than others in its class

Review Source
 
 

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.

Review Source
 
 

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.

Review Source
 
 

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!

Review Source
 
 

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.

Review Source
 
 

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.

 
 
 
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