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

68 Reviews of Intuit ProSeries Tax

 

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Software Advice Reviews (53)
More Reviews (15)

Showing 1-20 of 53

Gary from CPA Firm
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Much room for improvement

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Lou from Management Consulting
Specialty: Accounting / CPA
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

After 13 years, we are stepping away.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

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

May 2018

May 2018

Smooth Sailing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Malene from Virtual Tax Accountant
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Excellent Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Easy to use. very low in glitches. Great if you do high volume. The entity products are good as well.

Cons

No Support. Tried calling several times could not get through. calculator very small. Needs more color coding

Review Source
 
 

Alejandra from Westport Realty, Inc.
Specialty: Banking & Mortgage
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

Straight forward tax preparation software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Really does help to try and maximize your return. Checks all of your numbers to make sure that they make sense and don't seem wrong.

Pros

The program has a lot of checkpoint where you need to stop and run a scan to make sure that everything looks good and further minimize your chances of getting audited by something that doesn't look right or might have been entered incorrectly.

Cons

Although this is done for safety measure there is a lot of verification that needs to happen before you can login to your account such as sending codes to phones or emails. I appreciate the safety precaution but don't feel that I need to do it every single time I login especially once it recognizes my computer or device.

Review Source
 
 

Alan from Alan Wolfson CPA
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

ProSeries has worst year ever.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Worst year ever for ProSeries customer support. Extremely long waits such as one-half to one hour on hold. Support personal were mostly very inexperIenced.

Pros

Super and easy to use professional tax software. Fast calculations and most tax forms are available.

Cons

Extremely long wait times for customer support. Mostly very inexperIenced technical support. Irresponsible management.

Review Source
 
 

Alan from Green Room Tax Service
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Best Tax Preparation Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

As someone who is just starting their own tax preparation business, I have to say that I cannot recommend this device enough. It is everything a tax preparer could ask for.

Pros

-Error correction
-Automatically calculates tax as you prepare the return
-Listing of all available forms
-Home Base feature for client list

Cons

-It can be tricky to use if you are not used to working with it before. However there are plenty of tutorials and once you get the hang of it you are good to go

Review Source
 
 

Randy from Randy A. Kozerski, CPA, LLC
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Worthy contender

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

A step above Drake. Lacerte is too expensive. There isn't a perfect tax software but this is a worthy contender especially for the smaller or solo firm.

Pros

Mostly intuitive with a solid error check. Handles multiple states well. Overall, still a good value.

Cons

Some states lacking 1041 returns. Need to check states very closely (as we should anyway). Customer support is dwindling as prices increase.

Review Source
 
 

Lee from Cascap
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Intuit Proseries

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

for a larger business with a decent number of corporate returns this is a great program. Small businesses with a limited number of corporate returns not so good

Pros

Simple, straightforward and easy to use. The interview process is great and feels like you wouldn't miss any possible deductions.

Cons

Expensive to purchase and unable to purchase 1040 returns and a pay-per return for business tax returns such as 1120S & 1120 tax returns. Intuit requires you to purchase a package which is not cost-efficient for those with few corporate returns.

Review Source
 
 

Mercedes from Mercedes Santacruz
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Terrible customer service! Called twice waited over two hours each time & and there was no response!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I was very happy with the software when I was able to install on our server; I was out of service for two days due to no internet service .. I called Intuit twice, I was on hold over two hours each time and no none bother to pick up the phone.

Pros

None this year. Very unhappy.

Highly considering switching to a new software company for our next tax season.

Cons

The pro-connect .. it slows the process, it crashes!

Again, our internet provided was out of service during the heavy tax season and I was not able to serve my clients over two days.

Review Source
 
 

marybeth from Granite & Stone
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

this year has been the worst ever in terms of errors and poor customer service

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I think Intuit needs better customer care support

Pros

It is easy to use. The transfer from year to year is easy. I used to think the customer service was good but no longer.

Cons

Customer service is awful. 45 minutes to 2 hours on hold every time I have an issue and I've had more issues this year than in the past 5 years combined

Review Source
 
 

Joe from Taxation
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Done with Proseries totally dropped the ball in 2018.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Cons

You absolutely cannot speak to anyone in the business section. Proseries has just really fallen behind.

Review Source
 
 

Brian from Level2 security
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Tax prep for dummies.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

preparing my employees 1040's have never been easier. Intuit pro actually walks you through the steps needed to get the job done your fist time using Pro.

Cons

Learning the keyboard shortcuts was a pain but really helps out in the long run. Once you get them down you can fly through your work.

Review Source
 
 

RUSSELL from GUAGENTI & ASSOCIATES LLC
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

Customer Service for 2018 tax filing season is horrible. 1 hour+ wait times??

Ease-of-use

Functionality

Product Quality

Customer Support

Terrible experience. Even though I have been using Pro Series for many many years, I will make a change next year and will no longer recommend this program.

Pros

Ease of use and the intuitive nature of the program.

Cons

Customer Service is non-existent. Hours have been cut down and I have experienced 1 hour plus wait times, which is unacceptable for the clientele they are supposed to be serviced during the busiest time of year. I have not yet gotten through to customer service once.

Two years ago I had to get a new printer because the program no longer functioned with my HPLJ 4100. This year printing anything from Pro Series is agonizingly slow. When I go online to check out the issue(because I cannot get through to CS) I cannot figure out what I need to do, nor should I during tax season.

Review Source
 
 

Dale from Triumph Construction
Specialty: Construction / Contracting
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

My experience has been enjoyable and helpful.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

It is simple once you become familiarized with the software. It is very helpful to be able to have something keep track of expenses.

Cons

It takes some time to get acquainted with the software and how it works but once that learning curve has been passed your in business.

Review Source
 
 

Chase from Firewalls.com Inc.
Specialty: Retail
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Useful product with great features

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

This product had a lot of great features that made things easier on myself when preparing my personal and business taxes.

Cons

While there were a lot of different features that were very useful to me sometimes it was overwhelming

Review Source
 
 

ZAHRA from ACCOUNTING
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Very bad customer service and 2 hours of witting each time

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

they are getting bigger and their customer service is going down, very disappointing

Cons

very bad customer service and not function well and called 20 times they never been able for help. VERY BAD

Review Source
 
 

Cindy from North Chatham Volunteer Fire Department
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Tax software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I have been using ProSries for the past 10 years. I am very familiar with it so it seems easy to get used to and offers many features as options.

Cons

It is quite pricey and while it does have a program that will work with it for an online portal, I would like it to be more comprehensive in the program.

Review Source
 
 

Dandy from Donald L. Klepec, CPA
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

No phone support is available to tax office issues

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Don't waste your time with this vendor

Pros

Used software since 2000 and phone support always exceptional.

Cons

Product Phone Support Service is totally inferior and not what is expected. Running a tax office not wanting to wait hours on the phone on hold as they do not have enough experts to answer questions and provide solutions. The cost of the software is expensive for the support given

Review Source
 
 

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

January 2018

January 2018

ProSeries is very simple to maneuver and learn the functionalities of the software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall I think the software is well worth the price! The price is very reasonable compared to other tax software.

Pros

I think the software is very user friendly and simple to change from one software to another. The customer service has been great!! They will sit on the phone with you until the problem is fixed!!

Cons

I would prefer to be able to see the "input" of the information better, ie. Lacerte format. I came from a Lacerte background where the input background was very in depth.

Review Source
 
 
 
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Showing 1-15 of 15

Mike from Exact Data
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Not as effective as other software for the same purpose.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

George from Self-Employed

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Susan from SYB
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Used to prepare corporate taxes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Good for preparing corporate returns.

Pros

This was a great product to prepare corporate taxes. It was user friendly, and quite easy to use. I would recommend for a small business that prepares mainly corporate returns.

Cons

I did not think the customer service was very good. Many times I would call with a simple question and be on hold for them for 30 minutes or more. Very frustrating!

Review Source: Capterra

  Response: Intuit, Intuit

Date: May 2018

May 2018

 

Thank you for being a loyal customer of Intuit, Susan. It's great to see that we've been able to help you get corporate taxes prepared with ease. If hold times are ever slowing your productivity, we have many channels to get the information you need: https://accountants-community.intuit.com/proconnect-proseries-us-en. Sean, The QuickBooks Team.

 

Allexandra from College of Staten Island

May 2018

May 2018

Used before tax preparation.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

This is able to confidently and accurately track fixed assets that I can seamlessly input into tax preparations service.

Cons

I wish the customer service was better. When I have specific questions I sometimes feel as if representatives are not qualified to help.

Review Source: Capterra
 


April 2018

April 2018

Quick and easy to learn and use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Its so easy to use and the step by step process makes it easy to pick up and use right a way. No extra training is required.

Cons

The price is a little steep and if not using for multiple returns its hard to justify the cost of it.

Review Source: Capterra
 

Lindsay from Mercy

March 2018

March 2018

I'm Intuit when it comes to taxes!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I think the software is very user friendly and simple to change from one software to another. The customer service has been great!! They will sit on the phone with you until the problem is fixed!!

Cons

Learning the keyboard shortcuts was a pain but really helps out in the long run. Once you get them down you can fly through your work.

Review Source: Capterra
 

Peter from DP Financial & Tax Inc

March 2018

March 2018

Great mid-size tax firm software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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.

Cons

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.

Review Source: Capterra
 

Rebecca from Neilson Bookkeeping
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

I have used this software for the last 7 years as a Tax Professional.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Allows me to complete individual and business tax returns for my clients.

Pros

Easy to use. Support is very helpful, tho I rarely need it. Allows me to do simple to complex individual and business returns. I can choose the features I want and customize my package to my business. Add on Apps like Intuit Link allow my clients to securely send their documents 24/7 to my secure portal.

Cons

Cost, it seems to go up every year. I wish it was affordable to have the software on more then one computer in my office. But the costs to add another user are to high.

Review Source: Capterra
 

Jesse from Small Business Services
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

We are an accounting firm that has been using this software for years and have been very satisfied

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We rely on Proseries for all of our tax documents and filing. Having the ability to import all our client's digital paperwork as well as data from other applications into one main database makes our jobs so much easier.

Pros

All-In-One software with extensive set of add-ins. Very accurate database of information and always up to date. Very easy to use and administer.

Cons

Network installation and use can be buggy at times but locating a fix online is generally pretty easy.

Review Source: Capterra
 

Lois from McMath Tax Service
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Dependable, quick with update releases

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Helps me to feel confident in my work.

Pros

The software is good within it at giving assistance of where something should appear on the tax forms. It is also easy to transfer clients from year to year.

Cons

Costs and the fact that they made me pay for something I wasn't going to use until the following year.

Review Source: Capterra
 

valerie from impot blais
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

I use it a lot

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

easy to use, improve every year. the interface is easy to learn and they always give a lot of explanation and clue about what you are missing.

Cons

I try a lot of taxes software. It is hard when you have a big profile of taxes like a business or self-employed

Review Source: Capterra
 

Paula from Vital

January 2018

January 2018

Excellent tool that asks all the right questions.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ability to do my taxes myself instead of hiring a professional. I feel confident it maximizes my deductions.

Cons

This is more a function of the tax code, but it takes awhile to answer all the questions and some of the questions do not seem to logically fit the section they are under.

Review Source: Capterra
 

Meg from Galbiez Enterpirses

January 2018

January 2018

Setting up a tax preparation business and am using this software to manage.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

able to import fixed asset management and information from many financial institutions. The 'where do I enter' feature is very helpful for a novice and I love that next year my clients can get a short reasonable check list pertaining to THEIR tax situation.

Cons

I have had trouble getting any support. I think that eventually this will work itself out. Some of the screens are not intuitive.

Review Source: Capterra
 

Debra from Debra J Fournerat, CPA

December 2017

December 2017

This is a good product for a small firm like mine, but it's expensive and support needs improvement.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It is pretty complete and the calculations are right most of the time. I like the error alerts and diagnostics.

Cons

In several of the last 15 years, there were errors in the proforma data when I installed the new tax year's software. Also, the support staff don't really know the product well and don't help much when I have a question.

Review Source: Capterra
 

Christopher from Township of Neptune

November 2017

November 2017

The software is easy to navigate through completion

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I use to use HR Block which would never allow me to claim the NJ property tax credit for renting.
which then defeated the purpose of using and paying for HR Block software. Once I switched to
Intuit Pro Tax I could use their software to claim the maximum amount of refund I earned without having to manually submit a paper version amended return

Cons

Some of my information does not transfer from the previous year, so unfortunately I have to enter it This is more than likely not a software issue, rather an issue with coding. I really cannot find any other cons for this software.

Review Source: Capterra