ProSeries Tax

4.0
Overall rating
Reviews

4.0
Overall rating
Reviews

About ProSeries Tax

Intuit ProSeries Tax is cloud-based tax software designed to help accounting firms manage their tax practice. The solution helps accountants prepare returns, file e-forms, track tax filing errors through diagnostic tools. It also enables them to monitor status and validate return data before it is e-filed with the IRS or state tax department. With secure and scalable access to data from anywhere at any time, ProSeries Tax automates routine tasks during tax season and improves efficiency in daily operations throughout the year. Intuit ProSeries Tax is designed to help accounting firms prepare returns, file e-forms, and track tax filing errors. Features include multi-user access, e-signature, status tracking, multi-year e-filing, encrypted PDF files, and data import.
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ProSeries Tax pricing

ProSeries Tax does not have a free version and does not offer a free trial.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
No

Alternatives to ProSeries Tax

ProSeries Tax Reviews for UK Users

Feature rating

Value for Money
3.6
Functionality
4.0
Ease of Use
4.2
Customer Support
3.6
5 reviews of 156 View all reviews
Verified Reviewer
  • Industry: Accounting
  • Company size: 10,000+ Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 16/10/2018

NON-COMPLEX AND EASY TAX PREP SOFTWARE

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.

Roger
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
4

4
Reviewed on 10/12/2016

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!

Zach
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
1
Features
1
Ease of Use
3
Customer Support
1

1
Reviewed on 26/03/2021

ANY SOFTWARE IS BETTER THAN THIS

The biggest thing to consider is that Intuit just releases this product each year without any incentive or reason to make it better. I'm sure you've seen all their TurboTax and QuickBooks commercials and advertising. Those are the products they care about. Not a thing has been added or changed in the last 10 years, but the price has. Why would you give money to a company that doesn't care about the product they sell to you? Intuit doesn't even have any customer service. It's asinine. You don't have anywhere to go for a solution which is huge for tax filing software. We now use Drake for, I kid you not, less than a 1/4 of the cost. IT IS ASTRONOMICALLY BETTER. Even if it wasn't, at least we saved money for a similar product. Drake has a live US person to answer the phone M-F 8AM to 10PM and 8AM to 6PM on Saturdays. The hold time is very quick so you're not stuck on the line waiting. Say you don't have ProSeries up on your computer yet...expect to wait at least 5 minutes before you're in a return looking at what you need. I had clients call me up with a question and I'd have to wait that long just to be able to look at their return. Drake pops up soon as you click the icon. ProSeries for whatever reason does not automatically update so sometimes you get to wait 1/2 hour for an update you had no idea was coming. Intuit only cares about their new theme of pushing tax software and accounting software to everyday people and even on those products, they have terrible support.

Pros

The one thing I do like about the software is that it allows you to jump to errors or fields and forms that need completed.

Cons

This is endless so I will just list as many as I can quickly. By far the worst is support. Intuit literally has a community where we answer each other's questions instead of them offering support so there is no support. It's ridiculous considering the cost. The forms and letters feature is horrible. If it doesn't come out right, forget about trying to fix it. Fields that calculate a number automatically, but there's no source link or info on how it's calculated. You must update before you try to e-file but you don't know there is an update until you e-file. The interface and features are NEVER updated. Doesn't support e-filing all forms. Takes a mind-boggling amount of time to open up the program and each return. Has frequent crashes. Has no form to aid reviewers. Printing takes forever. Honestly, the list is endless. DO NOT WASTE YOUR MONEY.

Julia
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
4
Ease of Use
3
Customer Support
2

4
Reviewed on 24/05/2022

Expensive

I have used several tax software this is not bad.

Pros

More tax deductibles such as home owners association fees that compare to Drake do not have that option.

Cons

Very Expensive and wish it had better options like pay per client.

Alternatives Considered

Drake Tax

Reasons for Switching to ProSeries Tax

Just wanted to test it out.
Verified Reviewer
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/07/2018

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

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.

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