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.

Client information
Client information
Client information
Forms
Forms
Worksheet
Worksheet
Document checklist
Document checklist
Return forms
Return forms
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



83 Reviews of Intuit ProSeries Tax

Overall rating

4.0 / 5 stars

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Verified Reviewer

Number of employees:  10,000+ employees

Ease-of-use

Customer support

Functionality

October 2018

NON-COMPLEX AND EASY TAX PREP SOFTWARE

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.

Terry from TMT Business Services

Specialty:  Accounting / CPA

Number of employees:  1 employee

Ease-of-use

Functionality

October 2018

Easy to learn

Pros

This software was very easy to learn. It is east to navigate to the different areas of the program. The support for this product is awesome!

Cons

Setting up custom invoices is not easy to do. If I call Intuit though, they will walk me through how to do this.
Sometimes finding certain forms is not easy.

Jayme from L. Sessum Tax Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Great Tax Program

I have been working with this program for a few years preparing tax returns.

Pros

This software is very informative and functional. It’s a professional program for professional tax preparers. I like it because you don’t have to guess where to plug in your numbers, the program has prompts to help you. It’s easy to navigate and easy to find the forms that you need.

Cons

I must admit that it takes a few practice rounds to be able to locate all the forms you need quickly. The online help is always there but it’s you still have to have some general tax prep knowledge to use this software.

Mary from Slavicks/a1 installations

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Intuit tax

Pros

It's so easy to use . It's great and one of the mostleast expensive of its type of software. I would love to continue using this

Cons

It was a little confusing . Wasn't to quick to learn but you get the hang of it eventually

Mark from Wayfare Accounting LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

A good option, still has some kinks

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.

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.

Phil from Visionary Minds, LLC

Specialty:  Consulting

Number of employees:  1 employee

Ease-of-use

Value for money

Functionality

September 2018

Best program in the middle price point range of tax software

I started using Pro Series 30 years ago. Before it became part of the Intuit family of products. Over the years I have worked on many software packages. Having recently had the opportunity to use Pro Systems fx (a very high end product), for the vast majority of the returns the average practitioner would prepare, I would take Pro Series hands down.

Pros

Designed with the preparer in mind, intuitive navigation, clean linking with schedules and support screens, efficient e-filing, very good state return packages, variety of purchase package options, links with QuickBooks,

Cons

There are not a lot of cons in regard to the software. Heavy first year discounting leads to significant price increases in subsequent years.

Karla from Altitude Financial Services LLC

Specialty:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Excellent choice for small tax office

I used Proseries from 2009 through 2017.

Pros

Proseries is easy to use and I especially like the forms based input method it utilizes. There are different subscription levels so you can tailor it to your needs and budget. I found the customer service to be very good and the support staff is knowledgeable.

Cons

It is desktop based, so you have to run updates. There is the possibility of data loss if you don't back it up somewhere off the local computer.

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Verified Reviewer

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Functionality

August 2018

Spend money, don't go for free software

It's worth the money. spend a little more to get what you pay for. You'll make it back in time and convenience.

Pros

Easy to use, saves a ton of time on the completion of my taxes

Cons

It obviously is not free or cheap; there are cheaper options out there, but this was the best by far

Ted from TWW Associates LLC

Specialty:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

problems running proseries in Windows 10

looking for a better, most efficient, and cost effect product.

Pros

year-to-year data transfer works good and it is easy to add new clients and follow the forms input screen.

Cons

runs like a snail in Windows 10, updates have to be manually downloaded unless it is an update to an installed product, customer support to download software updates sends you to the community where little guidance is found to be useful, virtually no customer support provided by Intuit. You will waste a lot of time trying to download updates they should send to you automatically.

Tonette from PETERSON TAX & BOOKKEEPING SERVICES

Specialty:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Love this product. Very easy to use.

They improve year after year.

Pros

Easy to use, customer service know their jobs!!! Comparison of MFS and MFJ is a good option. Being able to chose the summary
Option for review is great.

Cons

You can not split a return (married filing jointly and married filing separately) like you can in Lacerte

Elliot from Excel Payroll Service

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Have to wait on line for 2 hours for tech support and they don't know anything

the .txf capital gains import

Pros

the .txf capial gains tax import feature is the only thing in the program that is worthwhile and that no other software that I know of uses

Cons

the attitude of the company whether it is tech support and sales is really bad. Don;t even have Americans

Melanie from Securiguard, Inc.

Specialty:  Other

Number of employees:  11-50 employees

Ease-of-use

Functionality

July 2018

Greta but missing some things

Pros

The software is easy to use for the most part. It is problem free installation and user ability. But.

Cons

Proseries has a flaw, it does not support e-filing tax preparers with foreign addresses, of which I have many. Annoying.

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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Intuit's ProSeries cannot be beaten in the tax industry, there's reason they are the gold standard

The benefits from this software are many. The first one that springs to my mind that is unique in the tax field, is the jump back ability. If you know where something is supposed to flow to the tax return, you can right click on that field and have it take you to where you input that information in. On more complex issues it might only take you to the general area to fill in.

Pros

The thing I like most about this software is the fact I can easily over ride any specific tax issue, and reporting issues that need to be fixed is not that difficult at all, and Intuit responds quickly to fix those issues.

Cons

The thing I like least about this software is the price - it is definitely not cheap, but the increase of productivity is definitely worth the price.

Kendal from VM Strategies

Specialty:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

July 2018

Tax Solutions for Small Business

Pros

Easy to use and quick to complete taxes if you have all of your documentation together. Highly recommend

Cons

If you'd rather use tax software than a CPA this a great option, but may not catch all tax deductions you are eligible for.

Robert from Cal Farley's Alumni Assn.

Specialty:  Non-Profit

Number of employees:  1 employee

Ease-of-use

Value for money

Functionality

July 2018

Long Time Satisfied User

This is a tool I rely on and gets the distasteful job done.

Pros

Having learned it, I find it relatively easy to use. The software incorporated the tax laws into it so I don't have to know all the calculations or laws to use it.

Cons

There is always cons when doing taxes, but this makes it less of a con. Don't really know what I'd change.

Gary from CPA Firm

Specialty:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Much room for improvement

Pros

Speed of calculations is very good, better than other programs to which I am familiar. Electronic filing is adequate.

Cons

Asset management/depreciation is poorly integrated into the program. Depreciation amounts are not automatically stated on balance sheet. Program does not provide for sale of group-assets.

Lou from Management Consulting

Specialty:  Accounting / CPA

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

After 13 years, we are stepping away.

We grew our business on the back of this product. We went from 100s of clients in the late 90s to over 5,000 this year. We have seen the quality and the stability of the product real go down over the last 4 years. For those of you familiar with the product, we've seen crashes become more frequent, we've seen HomeBase issues become worse every year. A few years ago, when there were problems, I could depend on their support organization to help us get through it. They were always thoughtful about looking into the issue. That is no longer the position. I've been forced to "Prove" any issue was theirs. They've wanted me to remove all other software that wasn't theirs. Overall, it felt more like finding ways to deflect blame than to help. My team had the most difficult tax season this year in all my decades of running this business. The product crashes 3-5 times a day per person on average across a team of 15 people. I'm left this summer with the daunting task of switching to another provider, but the lost productivity this year was more expensive than the switch will be.

Pros

Simple to use.
Easy to onboard staff
We were able to quickly scale the office around the product.
Intuitive UI

Cons

Stability has become the primary issue
Lack of willingness of support to truly investigate any problem

Sarah from CFC

Specialty:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Smooth Sailing

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.

Pros

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.

Cons

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.

Mike from Exact Data

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Not as effective as other software for the same purpose.

Pros

The program is very easy to pick up and use for those who are not experienced with this kind of software.

Cons

I did thought the overall quality of the program was less when compared to others that fulfill a similar purpose.

George from Self-Employed

Ease-of-use

Value for money

Customer support

Functionality

May 2018

I've used tax software since its inception and wouldn't prepare tax without it!

recordkeeping, organization, tracking deductions between years, and estimating taxes due.

Pros

Ease of use and online help. The software is very easy to understand and it workflow, walking the user through income and deductions. Each area has help in the application, as well as internet based. Customer service is also available via telephone. Forms can be viewed prior to proceeding and worksheets are available to better understand how calculations are determined. Best of all, there are several versions from beginner to business to very complex. It is a full service application and load previous year numbers into the current year. This is very valuable.

Cons

There are no true cons. The software is inexpensive, can download to your computer, and intuitive to use. This software has improved over the years.


Displaying 1 - 20 of 83 reviews