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.

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

77 Reviews of Intuit ProSeries Tax

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  • Terry from TMT Business Services

    Specialty: Accounting / CPA

    Number of employees: 1 employee

    August 2018

    Easy to learn and use

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

    It has everything I need to take care of my clients. I like the fact that it creates invoices for my clients.

    Cons

    I have no cons. The program gives me everything I need to do my job. The support is very good. I have never had an issue getting my questions answered

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 10,000+ employees

    August 2018

    Spend money, don't go for free software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ted from TWW Associates LLC

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    August 2018

    problems running proseries in Windows 10

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Tonette from PETERSON TAX & BOOKKEEPING SERVICES

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    August 2018

    Love this product. Very easy to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Elliot from Excel Payroll Service

    Number of employees: 2-10 employees

    July 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Melanie from Securiguard, Inc.

    Specialty: Other

    Number of employees: 11-50 employees

    July 2018

    Greta but missing some things

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    July 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kendal from VM Strategies

    Specialty: Consulting

    Number of employees: 2-10 employees

    July 2018

    Tax Solutions for Small Business

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Robert from Cal Farley's Alumni Assn.

    Specialty: Non-Profit

    Number of employees: 1 employee

    July 2018

    Long Time Satisfied User

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Gary from CPA Firm

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    June 2018

    Much room for improvement

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Lou from Management Consulting

    Specialty: Accounting / CPA

    Number of employees: 11-50 employees

    June 2018

    After 13 years, we are stepping away.

    Ease-of-use
    Functionality
    Quality
    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

    This review was submitted organically. No incentive was offered
    Review Source
  • Sarah from CFC

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    May 2018

    Smooth Sailing

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Mike from Exact Data

    Number of employees: 51-200 employees

    May 2018

    Not as effective as other software for the same purpose.

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • George from Self-Employed

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Susan from SYB

    Number of employees: 501-1,000 employees

    May 2018

    Used to prepare corporate taxes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Intuit, Intuit

    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

    Used before tax preparation.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Malene from Virtual Tax Accountant

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    May 2018

    Excellent Product

    Ease-of-use
    Functionality
    Quality
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Alejandra from Westport Realty, Inc.

    Specialty: Banking & Mortgage

    Number of employees: 1 employee

    May 2018

    Straight forward tax preparation software

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Alan from Alan Wolfson CPA

    Specialty: Accounting / CPA

    Number of employees: 2-10 employees

    April 2018

    ProSeries has worst year ever.

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Alan from Green Room Tax Service

    Specialty: Accounting / CPA

    Number of employees: 1 employee

    April 2018

    Best Tax Preparation Software

    Ease-of-use
    Functionality
    Quality
    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

    This review was submitted organically. No incentive was offered
    Review Source
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