Overall, I love pro series and am very impressed with the quality of work it does with such ease.

I’m an entry level accountant and ProSeries is probably the easiest way to learn how to do taxes. Very easy to implement and it teaches you a lot while you go.

The interface still seems a bit archaic and the database can be quite messy sometimes. Nothing is worse than when you lose info that you need for a client.

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.

- 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!

- 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.

I do like some of the reports that the software generates. It creates a client presentation to show clients what is going on with their taxes. However, some of their business practices are less than ethical. I find this disturbing. I've prepared taxes for 15 years and have used 3 software companies. While they all have their pros and cons, ProSeries is the only one that tried to strong-arm me using an auto-renewal that you aren't allowed to opt-out. You have to call, wait on hold, and sit through a sales pitch so THEY can decide if they want to take you off the auto-renewal.

AUTO-RENEWAL- YOU CANNOT SHUT THIS OFF. Once you purchase the software, they automatically sign you up for auto-renewal, and don't let you turn it off. They give you a phone number to call that is available during limited hours. When you call- be ready to be placed on hold for a loooong time. I was told they would call me back in 20 minutes but this never happened. I had to call multiple times and wait on hold to finally talk with someone. I'm still on the phone as we speak (2 hours later) and I still don't have the auto-renewal shut off.

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.

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.

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.

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.

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.

ProSeries Tax Software Totally Sucks! Horrible software

There are no pros. There is nothing nice to say about the software

The conversion of this software has been a disaster. The software is not user friendly.

Love it I'm doing my own taxes from here on out . I loved it . So simple . Try it you can do a practice run with their estimate for free no cost at all . What can you lose on that ?

It's awesome they walk you though it step by step asking you everything they need to ask to find out the best way for you to file. They even have an estimate you can do before you file that will tell you about what your looking at which was awesome. I filed my taxes for 49.00 which was the cheapest I've ever done my taxes for they estimated me getting around 4,500 back case I have three kids I take care of , and I got back 4,688 which was pretty accurate considering I rounded off my amounts to make an easier estimate . Great program easy to use I would recommend everyone to try it it's really simple and you don't have to know anything about filing taxes it does it all for you if you can answer simple basic questions about yourself and your work .

I really can't say anything bad it was so simple and easy and saved me a ton of money . I would be ungrateful to say anything bad about this company because it really is the easiest . It was harder for me to go to H&R block and pay those hidden fees they don't really tell you they re charging you especially knowing how simple it was on my own with this program . Great program I give them 10 out of 10 on ease and affordable also a 10 .

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.

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.

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.

Support of a major issue was basically blown off. Said they can't help me and won't be looking into it. NEVER HAD SUCH LOUSY SUPPORT IN THE 23 YEARS OF USING TAX SOFTWARE.

Used to be problem free, but no longer. Boxes don't fit in print window.

Support won't help fix a problem making this program essentially useless now after installing on brand new Lenovo Thinkpad Windows 11 Pro workstation. Support basically said they won't look into this or escalate.

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.

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

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.

Simple to use. Easy to onboard staff We were able to quickly scale the office around the product. Intuitive UI

Stability has become the primary issue Lack of willingness of support to truly investigate any problem

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

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.

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.

Our Tax Preparation business would be ineffective without the expertise of Intuit ProSeries. We have relied on this software for many, many years and we can always be confident that the last changes in tax law will be effective in our final tax outcome.

This software is not cheap, but worth every penny. You really do get what you pay for. You'll need some basic tax knowledge when navigating the software, but I would hope that if you are using ProSeries, you are already a tax professional.

frustrating

the older version with direct entry to forms

lake of key stroke entry, its different through the programthe fact that the users are working every day during the tax season and pro service is not available on weekends

Our new employees that used the software could easily maneuver through the site and complete returns with confidence.

It was easy to use. Not everyone knows taxes so the software would give explanations to the questions so you don't make errors.

The software was good. It was reliable and helpful so I have nothing bad to say about it. I stopped using it because I got with a company that has it's own software.

I've used Lacerte (which is even more costly) and I've used the base-level personal use TurboTax software. All in all the ProSeries input is nice - but the extra functionality that is common in other software doesn't exist for ProSeries.

The form based input is nice for people who are accustomed to reviewing returns by looking at the final product.

The cost continues to increase with a lack of improvement for the product that is presented each year.

Tech support NEVER solved any issue for me.

I don't like tech support or customer service for their primitively treatment to clients. Should be looking for another program.

Tech support, Customer service, and the program itself always have issues that other pcompetitors do not experience.

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.

Ease of use and the intuitive nature of the program.

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.

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

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.

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!

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.

Proseries has been a very dependable tool for us for the past 20 years, and it is the cornerstone of our practice.

Proseries is a great tax software for the level of detail and comprehensiveness that it gives a preparer to do returns.

It is a little more antiquated than some of the newer softwares out.

Proseries is really great for those tax professionals who know what they need to work on and want to get done quickly. It really is designed for those know what forms specifically they need to use and want to integrate. For the quality they deliver with their pricing I think ProSeries should definitely be a serious consideration for any small or midsized tax practice.

The ability to work on two returns at once. Especially as it relates to being able to look at partnerships and S corps and then also their members personal tax returns simultaneously.

I have been working with this program for a few years preparing tax returns.

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.

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.

good

Easy to understandBeen using it over 20 years

customer support when there is a problem

looking for a better, most efficient, and cost effect product.

year-to-year data transfer works good and it is easy to add new clients and follow the forms input screen.

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.