Overall, I love pro series and am very impressed with the quality of work it does with such ease.

I’m an entry level accountant and ProSeries is probably the easiest way to learn how to do taxes. Very easy to implement and it teaches you a lot while you go.

The interface still seems a bit archaic and the database can be quite messy sometimes. Nothing is worse than when you lose info that you need for a client.

If you have foreign-based tax clients, or domestic clients with foreign earned income, Proseries works flawlessly. If you prefer a forms-based software, Proseries is the best, with little-to-no jumping around to various screens.

- Input: It works well as forms-based, unlike other "forms-based input" programs who have a pop-up window saying, "you can't information here, go to the ....". Proseries has worksheets built into the actual forms (Schedule B, C, etc.) - Very easy to work with. - Foreign: Works well with Preparers who have a foreign address (me) AND Clients with foreign addresses (all my clients). Whoever wrote that it won't, well, they don't know what they are talking about. Foreign income flows to the 1040 simply by checking a box, rather than having to fill out a "substitute W-2" like most other tax software. - No need to fill out a 1099 for interest or dividend income, like most other software. Proseries has a simple worksheet within the schedule B form. (Foreign clients do not receive US government forms like the 1099s or W-2s.) - ProSeries works extremely well for professionals who understand tax. (I can't speak for newbies who have no idea what form goes with what income/expense/etc., and don't really understand how everything flows to the actual return.) - Foreign Reporting: FBAR. E-filing of the Form 114 (FBAR) is within each tax client and is e-filed with the 1040 and states. All returns, including states and the FBAR are in the homebase and in the e-file center. Easy!

- PRICE! - The Online version is not as good as the desktop version. Pity. - Small complaint: The Form 1116 explanation isn't self-populating (Foreign Tax reduction). - Small complaint: Not being able to open more than one return at a time, such as when working with 8615 or an 8854 (dual status return/statement). - Small complaint: Form 8938 not populating Treasury form 114 (FBAR) or vice versa.

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.

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.

I mentioned earlier that the Customer Service was very helpful and they always resolved my issue when I had to call in. I also really enjoyed the fact that if you had only purchased the Unlimited 1040 returns, as I had, it was very simple to add on the 1120S returns and 1065 returns for S-Corporations and Partnership returns. My firm prepares a variety of business returns and individual returns so being able to add the capability of each return type was definitely a plus for me! I would recommend this software for those Accountants who are just starting out and might not know how many tax returns they will be preparing at first or even what types of tax returns they will be preparing. Intuit was happy to help figure out the best value for my situation.

This product is very easy to maneuver and move around and within. I came from a background using a different tax software, but was recommended by a colleague to purchase ProSeries for the cost benefit. I was impressed that the software was able to handle the workload over this recent tax season (400+ tax returns) I was also impressed that it was very easy to work with Customer Support on an issue and also to add different Tax Return types within your software program. It was very simple to add on 990 returns for Non-Profit Organizations when I had initially only purchased unlimited 1040 returns.

One of the things I did not care for with the ProSeries software was the lack of "background" inputting for the return information. The software is more "Form" based and does not provide an in depth separate place/area for inputting the return information. It was not hard to get used to this, but I guess comparing ProSeries to other software, I sort of missed the additional background level where the information is input first.

Features: The Where do I enter button is great. Easy to find almost anything this way Usability: For the intermediate to advanced user - not the lay person that doesn't understand taxes. Cust Service: For 2017 they have taken AWAY and invaluable resource: Online chat support. We have had to spend hours on the phone waiting for support instead of simply doing the chat which is WAY better.

The automatic log out is a pain. If you have over 30 minutes of inactivity you are logged out and this is a security feature - I get that - but it sure is a pain during tax season when you need it at your finger tips. Also, even though they FINALLY updated the 2017 software with the "Transfer" files to be spaced out, you still CANNOT simply type in the person's last name to find the prior year file. You can ONLY type the first letter of the last name. This is lame and there is absolutely no excuse for this in 2018.