--- title: "ProSeries Tax Software Reviews, Demo & Pricing - 2026" description: "Review of ProSeries Tax Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/accounting/intuit-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Corporate Tax Software](https://www.softwareadvice.com/corporate-tax/) / ProSeries Tax Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/intuit-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/intuit-profile/alternatives/) # ProSeries Tax Review From $409-$579/year 5 plans On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview ProSeries Tax 4.0 [(164)](https://www.softwareadvice.com/accounting/intuit-profile/reviews/) Pricing Starting at $409.00 flat rate per year Top Alternatives ### 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 User Interface ## Popular ProSeries Tax Alternatives Main Product ProSeries Tax 4.0 [(164)](https://www.softwareadvice.com/accounting/intuit-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 3.55Value for money - 3.58Customer support - 4.01Functionality Pricing Starting at $409.00 per year Alternative Product [Canopy](https://www.softwareadvice.com/product/127735-Canopy-Tax/) 4.5 [(286)](https://www.softwareadvice.com/product/127735-Canopy-Tax/reviews/) Ratings Breakdown - 4.53Ease of use - 4.22Value for money - 4.47Customer support - 4.34Functionality Pricing Starting at $22.00 per month Alternative Product [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/) 4.7 [(3618)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.62Value for money - 4.60Customer support - 4.62Functionality Pricing Starting at $800.00 per year Alternative Product [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/) 4.5 [(238)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.66Value for money - 4.63Customer support - 4.52Functionality Pricing Starting at $695.00 per year Alternative Product [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/) 3.8 [(116)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) Ratings Breakdown - 3.75Ease of use - 4.02Value for money - 3.83Customer support - 3.74Functionality Pricing Starting at $349.99 one time Alternative Product [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/) 4.5 [(275)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.15Value for money - 3.98Customer support - 4.54Functionality Pricing Starting at $170.00 one time ## ProSeries Tax Pros and Cons We analyzed 164 verified reviews for ProSeries Tax to find out what actual users really think. Select to learn more Intuitive Navigation And Interface ProSeries Tax is widely praised for its user-friendly design, making it easy to navigate and input information. Users appreciate the intuitive interface, clear layout, and straightforward workflows, which help both beginners and experienced users complete tasks efficiently without extensive training. Long Waits And Limited Help Many users report frustration with ProSeries Tax customer support, citing long wait times, unhelpful or inexperienced staff, and unresolved issues. Support is often described as difficult to access, with some users feeling that problems are ignored or inadequately addressed. ## 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 ## ProSeries Tax customer ratings - Overall rating: 4.0/5 - Total reviews: 164 ### Rating distribution - 5 stars: 69 reviews (42%) - 4 stars: 52 reviews (32%) - 3 stars: 25 reviews (15%) - 2 stars: 6 reviews (4%) - 1 star: 12 reviews (7%) ### Secondary ratings - Ease of use: 4.1/5 - Value for money: 3.6/5 - Customer support: 3.6/5 - Functionality: 4.0/5 --- ### Great Tax Software Program - Overall rating: 4/5 - Reviewer: Kali A. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used other for more than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, Intuit ProSeries Tax is a good program that helps me achieve my goals when it comes to tax preparation. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros This software is easy to use. It has a find feature that allows you to search for the areas of information that you want to input. It also auto-calculates so you can look at your calculations throughout the process and see what your clients will be paying or receiving back. #### Cons This software can be semi-confusing when attempting to input longer documents, such as a K1 or 1099 from an investment company. Some of the screens could be simplified in order to allow for easier input or to help discern where certain information needs to go within the program. #### Vendor response Hi Kali. If you ever have any questions about entering longer documents, please let us know on Facebook (Intuit QuickBooks) or Twitter (@QBCares) so we can reach out and assist you when doing that. All the best, Grant, The QuickBooks Team Replied May 2019 --- ### Easy to use tax preparation software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - Reviewed: January 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Intuit Tax..Great software - Overall rating: 5/5 - Reviewer: Tonette P. - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I do really like the product! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great Software for Tax Professionals - Overall rating: 5/5 - Reviewer: Jason O. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have a good experience with this software year after year. I would recommend it. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### 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. --- ### NON-COMPLEX AND EASY TAX PREP SOFTWARE - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 10000+ employees - Product usage: Used weekly for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Wonderful - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, I love pro series and am very impressed with the quality of work it does with such ease. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. --- ### A good option, still has some kinks - Overall rating: 4/5 - Reviewer: Mark D. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. In general I like their service and will continue to use it for now. There are still points of frustration for me, though, so I am considering moving to a new service. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's easy to work with online. My practice is 100% virtual, so it's nice to be able to work within the cloud and share with my team online. The customer service hotline is very responsive. #### Cons The user interface isn't particularly intuitive. Also, I pretty regularly run into issues that take FOREVER to figure out- they really need to improve their troubleshooting. --- ### CPA who enjoys using ProSeries Tax - Overall rating: 5/5 - Reviewer: Enrique F. - Verified reviewer: Yes - Industry: Aviation & Aerospace - Company size: 51-200 employees - Product usage: Used monthly for more than 2 years - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Taxes done right - Overall rating: 4/5 - Reviewer: Latonja A. - Verified reviewer: Yes - Industry: Outsourcing/ Offshoring - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Best tax software for dummied - Overall rating: 3/5 - Reviewer: Hopeton B. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: January 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It was easy to use and able to generate the completed tax return #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros That it can be integrated easily with my accounting software #### Cons The limitations and restrictions of tax interpretations --- Showing 1 - 10 of 164 Reviews [See All Reviews](https://www.softwareadvice.com/accounting/intuit-profile/reviews/) ## ProSeries Tax Popular Comparisons [TaxDome vs ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/vs/taxdome/)[MyTAXPrepOffice vs ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/vs/mytaxprepoffice/)[Drake Tax vs ProSeries Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/vs/intuit/)[TurboTax Business vs ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/vs/turbotax-business/)[TaxAct Business vs ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/vs/taxact-business/)[QuickBooks Enterprise vs ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/vs/qb-desktop-enterprise/) [Compare All Alternatives](https://www.softwareadvice.com/accounting/intuit-profile/alternatives/) ## See what companies are saying about Software Advice