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

94 Reviews of Intuit ProSeries Tax

 

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Software Advice Reviews (70)
More Reviews (24)

Showing 1-20 of 70

Joe from Operation Renovation LLC
Specialty: Construction / Contracting
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Great software for a small business without an accountant

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

A small business sometimes cant afford accountants. This software gives you a solid platform to fully gain the benefits and tax deductions a small business deserves. Easy user friendly interface. Easily see what you've earned. What was deductible , and get more of your money back at the end of the year.

Cons

Obviously price is always a concern but after using this software and seeing how much I could write off I realized the price was worth it.

Review Source
 
 

Hannah from Flaming's
Specialty: Agriculture
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Why would you use anything else?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
Specialty: Property Management
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Very easy to use and navigate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
Specialty: Accounting / CPA
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Intuit Pro Series Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

ProSeries Tax is just fine

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

October 2018

October 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
Specialty: Architecture
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Excellent integration with our existing quickbooks setup, familiar interface

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Works as intended but not the best value for money

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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
 
 

Terry from TMT Business Services
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Easy to learn

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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
 
 

Phil from Visionary Minds, LLC
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

September 2018

September 2018

Best program in the middle price point range of tax software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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

September 2018

September 2018

Excellent choice for small tax office

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Ted from TWW Associates LLC
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

problems running proseries in Windows 10

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Tonette from PETERSON TAX & BOOKKEEPING SERVICES
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Love this product. Very easy to use.

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 

Melanie from Securiguard, Inc.
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Greta but missing some things

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Kendal from VM Strategies
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Tax Solutions for Small Business

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Robert from Cal Farley's Alumni Assn.
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

July 2018

July 2018

Long Time Satisfied User

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

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
 
 
 
Write a Review
Showing 1-20 of 24


December 2018

December 2018

Totally User-Friendly!

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

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 Employees number: 1,001-5,000 employees

December 2018

December 2018

Intuit Proseries Tax

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

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
 


October 2018

October 2018

NON-COMPLEX AND EASY TAX PREP SOFTWARE

Ease-of-use

Functionality

Product Quality

Customer Support

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

Jayme from L. Sessum Tax Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great Tax Program

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

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 Employees number: 11-50 employees

September 2018

September 2018

Intuit tax

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'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 Employees number: 2-10 employees

September 2018

September 2018

A good option, still has some kinks

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

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
 


August 2018

August 2018

Spend money, don't go for free software

Ease-of-use

Functionality

Product Quality

Value for Money

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

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
 

Elliot from Excel Payroll Service
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

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

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

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

Review Source: Capterra
 


July 2018

July 2018

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

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

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.

Review Source: Capterra
 

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
 
 
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