About Intuit ProSeries Tax


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.



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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

113 Reviews of Intuit ProSeries Tax

Average User Ratings

Overall

4.02 / 5 stars

Ease-of-use

4.5

Value for money

3.5

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(44)

4 stars

(42)

3 stars

(16)

2 stars

(5)

1 stars

(6)

Likelihood to Recommend

Not likely

Very likely

Showing 1-10 of 113 reviews

October 2018

Linda from LGH Tax

Company Size: 1 employee

Review Source


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

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.

September 2017

Michael from MC Tax Consulting

Company Size: 1 employee

Review Source


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

2.0

September 2017

Intuit's ProSeries is easiest to learn and to use.

It's consider the Best tax software to learn and to use because of its overall simplicity of its interface and functionality. The costs to that is the lack of available forms, mediocre tech support, rising price and growing limitations (see Cons). The company does NOT really listen to users in ADDING forms/worksheets which is one of the biggest complaints.

Pros

Relatively easy to learn and to use
Many worksheets are form based so it's based on the tax forms themselves
Able to create sub-statements to add details
Able to link from/import from ATB (old trial balance software) so data prep is reduced and links are transferred to future years
The Fixed Asset Manager (FAM) software, sold separately, does a Much better job regarding fixed assets than the depreciation section built into the Sch C/E which is very limited, esp. for reporting purposes, which is why FAM is needed.
The Doc Mgmt System (DMS), sold separately, is tied Intuit and is VERY basic but it works for scanning documents to help create a paperless system.
Buy the ProSeries Professional version and NEVER the ProSeries BASIC version as the former has more functionality.

Cons

Not enough worksheets esp. to show calculations
Missing K-1 basis worksheets for 1120-S/1065 K-1s so limitations must be done manually by sub-statements help but not much
Intuit does NOT include many forms even if requested by users for MANY YEARS!
Tech support is NOT that good!
Price has risen significantly over the years!
Companion DMS (Doc Mgmt System) is tied Intuit and can't be used as Stand-Alone feature and has VERY LIMITED features like Backup options or the ability to Truncate years to backup! Also, can NOT be used to Import Scanned doc info into ProSeries!
Do NOT use ProSeries Basic as it removes much of the Functionality of the ProSeries Prof version as it done to keep the price low and meant primarily for 1040 users for simpler returns. Intuit does NOT limit the functionality of ProSeries Pro version to use the Basic features so you'll need to buy the Basic version which is Very STUPID! Other tax software makers just LIMIT their programs' functionality while using ONE version instead of Dumbing it down to sell!

December 2016

Roger from The DYNACO Group, LLC

Company Size: 2-10 employees


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

December 2016

Intuit Pro-Series Tax Prep Software

The software is an easy functionality transition if one is familiar with turbotax, another Intuit product. It has more advanced features useful to a professional and some interesting helpful aids.

Pros

It is one of the less expensive packages available for professionals, and since it works off the IRS looking forms, is easy to use for someone familiar with IRS forms. It has a rapid learning curve from turbotax, but is not that intuitive for some of the more intricate bells and whistles the program offers.

Cons

The conversion of prior years tax files to Pro-series is a bit awkward, especially if converting the same company's turbotax files. While the sales reps tell you it will convert last year's turbotax files, it really will not. to do so requires one to obtain the current year's version of turbotax, convert last year's turbotax files to this year's turbotax files AND THEN convert THIS YEAR's TurboTax to Pro-Series! Now that's a trip and a very misleading statement from their sales force if one has to purchase this year's turbotax in order to do the conversion!\
The file system is a bit awkward also in that you must designate a place for ALL the client files. We like to keep a client's files together, the data file from the tax software along with W-2's, 1099s, K-1s etc in a file under the client's name and not group the tax software file with other client's. Once one gets used to this, it is workable but if you move a file you get a lot of strange reactions to the program. While it doesn't cause errors in the tax file or calculation, it will not print or e-file a return even if you launch the program from the data file location!

May 2018

Sarah from CFC

Company Size: 2-10 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

May 2018

Smooth Sailing

I mentioned earlier that the Customer Service was very helpful and they always resolved my issue when I had to call in. I also really enjoyed the fact that if you had only purchased the Unlimited 1040 returns, as I had, it was very simple to add on the 1120S returns and 1065 returns for S-Corporations and Partnership returns. My firm prepares a variety of business returns and individual returns so being able to add the capability of each return type was definitely a plus for me! I would recommend this software for those Accountants who are just starting out and might not know how many tax returns they will be preparing at first or even what types of tax returns they will be preparing. Intuit was happy to help figure out the best value for my situation.

Pros

This product is very easy to maneuver and move around and within. I came from a background using a different tax software, but was recommended by a colleague to purchase ProSeries for the cost benefit. I was impressed that the software was able to handle the workload over this recent tax season (400+ tax returns) I was also impressed that it was very easy to work with Customer Support on an issue and also to add different Tax Return types within your software program. It was very simple to add on 990 returns for Non-Profit Organizations when I had initially only purchased unlimited 1040 returns.

Cons

One of the things I did not care for with the ProSeries software was the lack of "background" inputting for the return information. The software is more "Form" based and does not provide an in depth separate place/area for inputting the return information. It was not hard to get used to this, but I guess comparing ProSeries to other software, I sort of missed the additional background level where the information is input first.

March 2018

Peter from DP Financial & Tax Inc

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

March 2018

Great mid-size tax firm software

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.

May 2019

Jason from Secure Financial Managers Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Functionality

4.0

May 2019

Great Software for Tax Professionals

I have a good experience with this software year after year. I would recommend it.

Pros

I really liked the ease of use. Switching back and fourth between pages/schedules was very intuitive and easy. I also like the ability to carry forward returns from previous years to keep the important information and data consistent in the records for each client.
The software was also up to date on the current incentives and deductions so that made the review process faster.

Cons

It can be a little pricey, so unless you are doing 100-200 or more returns it might not be for your business.
Also I wasn't able to open the same file on two different computers to work with a colleague from a remote location on a client return, that would have been useful in a few situations.

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2018

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

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

Pros

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

Cons

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

September 2018

Phil from Visionary Minds, LLC

Company Size: 1 employee

Review Source


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

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.

May 2018

Susan from SYB

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

2.0

Functionality

5.0

May 2018

Used to prepare corporate taxes

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!

Response from Intuit of

Replied 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.

May 2017

BARRY from MOBILE BROADBAND

Company Size: 2-10 employees


Ease-of-use