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



93 Reviews of Intuit ProSeries Tax

Overall rating

4.0 / 5 stars

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2018

Totally User-Friendly!

Pros

This software is really user friendly. It doesn't take long to figure out how to navigate through the software. I also like the Cross-Reference feature, which allows you to see where numbers carried forward have come from.

Cons

The updates sometimes come a little later than would be preferable.

Review Source: Capterra

Josh from Shaner Hotel Group

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2018

Intuit Proseries Tax

Overall very good tax software for the price, easy to use and do what is most important but if you are looking for a software to tackle significant multi state returns, then I would look elsewhere especially if there any special allocations.

Pros

The software is extremely easy to use, my first day at my job I was able to begin working on tax returns and was able to identify where the forms are, tax information needs entered, and check for errors in entries.

Cons

The software does not have great quality when dealing with multi-state tax returns, we have looked into bringing in another software because multi state is a challenge.

Review Source: Capterra

Hannah from Flaming's

Industry:  Agriculture

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Why would you use anything else?

Pros

It's easy, it keeps track of everything for you, great record keeping and easy access to them! Am a faithful customer

Cons

Slow loading maybe, if I have to come up with something. Probably just for to poor networking though.

Review Source

Brenda from Border demo

Industry:  Property Management

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Very easy to use and navigate

Pros

Very simple software and very user friendly... Especially someone not very familiar with accounting reports

Cons

Unable to delete transactions that were done by mistake and hard to find answers on software to help or guide you.

Review Source

Felipe from BlueHub Capital

Industry:  Accounting / CPA

Number of employees:  11-50 employees

Ease-of-use

Functionality

November 2018

Intuit Pro Series Review

Pros

In my opinion, the main pros about Intuit Pro Series version are: easy navigation (shortcuts) and easy input of information

Cons

In my opinion, the main cons about Intuit Pro Series version are: having to update software on a daily basis

Review Source

Donna from Donna M. Mendyke, CPA

Industry:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

November 2018

ProSeries Tax is just fine

Pros

You can import data from many accounting programs including Quickbooks. It has a great 'help' feature.

Cons

It's expensive. If you have questions, you'll wait on hold for quite some time. It's not as user-friendly as other tax prep software.

Review Source

Sarah from Titan Building Products

Industry:  Manufacturing

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

good product

Pros

We have used this for personal tax for a few years. easy use and consumer friendly. Would recommend to anyone

Cons

you need to make sure you have all your tax information correct. you cannot go back once its submitted.

Review Source

Linda from LGH Tax

Industry:  Accounting / CPA

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

October 2018

I've been using ProSeries for 10+ years... and I have foreign clients....

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.

Pros

- 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!

Cons

- 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.

Review Source

Rimi from Freelance Architectural Desiner

Industry:  Architecture

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Excellent integration with our existing quickbooks setup, familiar interface

We've used some of Intuit's other online tax software for our business previously, prior to expanding somewhat last year. We found their interface very simple and straightforward to use. We took up the trial version of Intuit ProSeries after a recommendation, to see how we can expand and make our tax work much more efficient with our increased workload this year.

Pros

Familiarity of the interface and easy to use tools and integration with our existing quickbooks setup made the entire process far more pleasurable and stress free. Also, the most useful aspect so far (out of many!) is the client missing data tool. We've had issues in the past so it was a welcome addition to our workset.

Cons

So far, none as we have used Intuit before, and as for price, we are currently only starting with the trial version so that has not been an issue.

Review Source

Roosevelt from Computer Software

Industry:  Software / Technology

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

October 2018

Works as intended but not the best value for money

Pros

I've used a number of Intuit products and the good thing about it is the fact that they do a good job integrating their various software. This reduces the need to constantly transfer data, which saves time!

Cons

The biggest issue is the pricing. Intuit has a wide ranging spectrum of software. It would be MUCH better if things weren't so fragmented. For example if I'm using QuickBooks for payroll and and using Intuit Pro Series, I find myself paying for two different softwares. Good features but not so economical.

Review Source
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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.

Review Source: Capterra

Terry from TMT Business Services

Industry:  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.

Review Source

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.

Review Source: Capterra

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

Review Source: Capterra

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.

Review Source: Capterra

Phil from Visionary Minds, LLC

Industry:  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.

Review Source

Karla from Altitude Financial Services LLC

Industry:  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.

Review Source
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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

Review Source: Capterra

Ted from TWW Associates LLC

Industry:  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.

Review Source

Tonette from PETERSON TAX & BOOKKEEPING SERVICES

Industry:  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

Review Source