17 years helping Israeli businesses
choose better software

About ProSeries Tax

Intuit ProSeries Tax is an easy-to-use, desktop-based professional tax software that helps you prepare returns quickly and accurately.

Learn more about ProSeries Tax

Pros:

The interface is easy to use. There is not much else to like about it.

Cons:

The price is a little steep and if not using for multiple returns its hard to justify the cost of it.

ProSeries Tax ratings

Average score

Ease of Use
4.2
Customer Service
3.6
Features
4.0
Value for Money
3.6

Likelihood to recommend

7.3/10

ProSeries Tax has an overall rating of 4.0 out 5 stars based on 156 user reviews on Capterra.

Have you used ProSeries Tax before?

Share your experiences with other software buyers.

Filter reviews (156)

Verified Reviewer
Verified LinkedIn User
Accounting Software, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

NON-COMPLEX AND EASY TAX PREP SOFTWARE

5.0 6 years ago

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
Pres
, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Intuit Pro-Series Tax Prep Software

4.0 8 years ago

Comments: 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
CPA in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

ANY SOFTWARE IS BETTER THAN THIS

1.0 4 years ago

Comments: 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
FINANCE DIRECTOR in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Expensive

4.0 2 years ago

Comments: 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.

Verified Reviewer
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

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

5.0 6 years ago

Comments: 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.

Susan
Senior Accountant in US
Accounting Software, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Used to prepare corporate taxes

4.0 6 years ago

Comments: 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!

Intuit Response

6 years ago

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.

Josh
Tax Accountant III in US
Hospitality, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Intuit Proseries Tax

4.0 6 years ago

Comments: 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.

Lee
Controller in US
Philanthropy, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Intuit Proseries

4.0 7 years ago

Comments: for a larger business with a decent number of corporate returns this is a great program. Small businesses with a limited number of corporate returns not so good

Pros:

Simple, straightforward and easy to use. The interview process is great and feels like you wouldn't miss any possible deductions.

Cons:

Expensive to purchase and unable to purchase 1040 returns and a pay-per return for business tax returns such as 1120S & 1120 tax returns. Intuit requires you to purchase a package which is not cost-efficient for those with few corporate returns.

Jesse
IT Administrator in US
Accounting Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

We are an accounting firm that has been using this software for years and have been very satisfied

4.0 7 years ago

Comments: 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.

Verified Reviewer
Verified LinkedIn User
Accounting Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Wonderful

5.0 3 years ago

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

Pros:

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.

Cons:

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.

Michelle
Senior Accountant in US
Telecommunications, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Honest ProSeries Tax Review

3.0 2 years ago

Comments: It's a good program for a small to medium size business and it's affordable compared to other top tax software available. I would not recommend if you have numerous complex returns. If you have experienced personnel you may get through a few complex returns using overrides but i would not rely on the program to calculate forms and tax correctly.

Pros:

The interface is fairly easy to use once you get used to where to find things. And program works well for simple to middle of the road tax returns. If you have complex tax returns, I would not use this program because you will need to use too many overrides.

Cons:

Too often the programs does not calculate forms or tax correct resulting in overrides. I've never used a tax program that needed so many overrides to do its job correctly. Especially with all the different tax laws in the various states, need more people to cover all states. Also poor customer support, people don't know the tax laws so nearly impossible to explain problems to them when program does not calculate correctly.

David
Partner in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

They won't support windows 11. Can't select forms to print and support won't help.

3.0 last year

Comments: 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.

Pros:

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

Cons:

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.

Rebecca
CEO in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

I have used this software for the last 7 years as a Tax Professional.

5.0 7 years ago

Comments: 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.

GEORGE
Retired in US
Retail, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Good Software for Smaller Firms

3.0 4 years ago

Comments: Overall we like Intuit's software product, but as our practice grew we needed a more fully integrated product.

Pros:

Intuit was one of the first relatively inexpensive software suites. It integrated with Quick Books and was a major step up from manual preparation.

Cons:

The software could be frustrating because it was difficult often difficult to determine where to enter figures and/or locate where numbers were coming from. Anyone who has used their individual tax prep software will have encountered this problem.

Natalie
Pricipal in US
Financial Services Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

Reliable everytime

5.0 last year

Comments: Never had an issue, have used them for 18 years.

Pros:

Efficient because it has all the forms that I need even for complex return.

Cons:

The price. It is the most expensive program out there.

Randy
President/ Tax Preparer in Canada
, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Intuit robs retired tax preparers by making them buy a path license every year after they retire in order for the tax programs and licenses that they already purchased is not really theirs to begin with.

1.0 6 years ago

Comments: After 20+ years of buying and supporting these products only to get screwed in the sunset years. This is all because I need to file a 1040 X for a return I already paper filed. And I can do it if I pay for a new license with exchange and c/c charges.

Pros:

The tax software was good when doing taxes for Canada and the U.S. at the same time. working on them side by side makes for less oversights.

Cons:

after you retire you continue to pay for a license to access your material when required by tax agencies.

Marianne
Operations Manager
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

ProSeries

3.0 7 years ago

Comments: 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.

Pros:

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

Cons:

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

Abe
Accountant in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Worst customer service, tech support, and program

2.0 5 years ago

Comments: Tech support NEVER solved any issue for me.

Pros:

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

Cons:

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

RUSSELL
MANAGING MEMBER in US
Accounting Software, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Customer Service for 2018 tax filing season is horrible. 1 hour+ wait times??

2.0 7 years ago

Comments: 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.

Pros:

Ease of use and the intuitive nature of the program.

Cons:

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.

Debra
Accounting Manager
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Intuit ProSeries ~ ease of use

5.0 7 years ago

Comments: I feel this product is a good value for the cost of the product.

Pros:

What I like best about this program is it is easy to use, I am able to find the necessary information quickly.

Cons:

When there is a real estate sale each depreciable real estate asset has to be entered individually, you are not able to combine the items together as a group sale.

Tonette
OWNER in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Love this product. Very easy to use.

5.0 6 years ago

Comments: 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

valerie
accountant in Canada
Accounting Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

I use it a lot

5.0 7 years ago

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

Jayme
Freelancer in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Great Tax Program

5.0 6 years ago

Comments: 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.

Tina
tax preparer in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

successful

5.0 2 years ago

Comments: good

Pros:

Easy to understandBeen using it over 20 years

Cons:

customer support when there is a problem

Raymond
President
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Pro series tax prep software

5.0 7 years ago

Comments: Cancel credit card after initial purchase because they will use it for an automatic renewal

Pros:

It is easy to use for the average intelligent tax guy. Prints great detail. Great audit review for individual returns.

Cons:

Customer and tech support are bad at renewal time. No great audit review of corporate or partnership returns.