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ProSeries Tax Logo

Cloud-based tax management software for accounting firms

Table of Contents

ProSeries Tax - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

ProSeries Tax overview

Based on 163 verified user reviews

What is ProSeries Tax?

By industry, ProSeries Tax reviewers are most commonly professionals in accounting (58%). The most frequent use case for ProSeries Tax cited by reviewers is tax preparation (55% of reviewers).

What do users say about ProSeries Tax pricing?

Reviewers appreciate the free practice run and say ProSeries Tax saves them time and money. Some users report the price is high and rising, and they feel limited features and declining support reduce its value for money.

Starting price

409flat rate /
per year

Alternatives

with better value for money


Pros & Cons

Tax Preparation

Forms

Intuitive and simple workflow

Customer Support

Pricing

Phone Support

ProSeries Tax’s user interface

Ease of use rating:

ProSeries Tax pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(18)
3-4(77)
5(68)

What do users say about ProSeries Tax?

By industry, ProSeries Tax reviewers are most commonly professionals in accounting (58%). The most frequent use case for ProSeries Tax cited by reviewers is tax preparation (55% of reviewers).

Select to learn more


Who uses ProSeries Tax?

Based on 163 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Accounting
Alternative Medicine
Child Day Care Services

Use cases

Tax Preparation
Tax Management

ProSeries Tax's key features

Most critical features, based on insights from ProSeries Tax users:

Tax planning
Tax calculation
Electronic filing
Data import/export

All ProSeries Tax features

Features rating:

Accounting
Alerts/Notifications
Billing & invoicing
Client management
Client portal
Data import/export
Data visualization
Digital signature
Document management
Document storage
Electronic filing
Electronic Submission
Email reminders
For tax practices
QuickBooks integration
Refund management
Status tracking
Taxability Verification
Taxation & assessment
Tax calculation
Tax compliance
Tax filing
Tax forms
Tax management
Tax planning
Transaction tracking
User management

ProSeries Tax alternatives

ProSeries Tax logo

Starting from

409

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
TaxDome logo

Starting from

800

/user

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

695

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Drake Tax logo

Starting from

349.99

One-time payment

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

ProSeries Tax pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

ProSeries Basic

579

Per year

Features included:

  • 20 form 1040s
  • 20 individual state returns
  • 1 state supported

ProSeries Professional

409

Per year

Features included:

  • Pay-per-return on 1040s
  • $55 per state business return
  • Multiple-user access

ProSeries Essential

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Forms-based data input
  • 1000+ diagnostics
  • Transparent calculations
  • Request e-signatures from clients from within ProSeries
  • Unlimited W2/1099 filing

ProSeries Plus

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Remote accessibility for work and hiring
  • Enterprise-level security
  • Reduce IT hassles and costs

ProSeries Advanced

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Everything included in ProSeries Plus
  • Request eSignature from clients from within ProSeries
  • Let clients sign from anywhere

User opinions about ProSeries Tax price and value

Value for money rating:

Of 34 reviews that provide robust commentary on ProSeries Tax's price and value, mention it in a positive light.

Reviewers appreciate that ProSeries Tax offers a free practice run and find its pricing more reasonable compared to some competitors, with several users saying the software saves them time and money and delivers good value for the cost. Some users report that the product is not cheap but feel the productivity gains justify the expense. However, reviewers indicate that the price continues to rise without corresponding improvements, and some feel the software is among the most expensive in its class. Users think limited features and declining support reduce its overall value for money.

, and

ProSeries Tax integrations (3)

Integrations rated by users

We looked at 163 user reviews to identify which products are mentioned as ProSeries Tax integrations and how users feel about them.

Integration rating: 5.0 (3)

Love TaxDome - highly recommend

AS

Andrew S.

Tax Associte

Integration rating: 3.0 (1)

QuickBooks has a much better accounting package that Service Fusion does not come close to. Stick with what you are good at and don't try to be everything. If you do, you will continue to dilute your efforts at providing a good product.

AB

Andy B.

Operations Manager

Other top integrations

ProSeries Tax customer support

What do users say about ProSeries Tax customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of ProSeries Tax customer support.

A few users found customer support knowledgeable, responsive, and helpful when assistance was needed.

Widely noted by reviewers, customer support is difficult to reach, with extremely long wait times and frequent unresponsiveness.

A significant portion of users reported support staff lack product knowledge and often fail to resolve issues effectively.

Common user feedback highlights a decline in support quality, with many feeling customer service is unhelpful or unavailable.

Support options

Faqs/forum
Phone support
Knowledge base
Email/help desk

Training options

Videos
Documentation
Webinars
Live online

To see what individual users say about ProSeries Tax's customer support, check out the review snippets below.

“They technical support needs to be improved.”

TD

Traci D.

Owner

“It has a help section that is wonderful if you need it and get confused. ”

Verified reviewer profile picture

Stacy S.

CTO

“Overall it isn't a bad software just hasn't improved and support has declined.”

VO

Vincent O.

Owner

“Support of a major issue was basically blown off.”

DB

David B.

Partner

ProSeries Tax FAQs

Q. What is ProSeries Tax used for?

Intuit ProSeries Tax is a cloud-based tax management software designed to help accounting firms prepare returns, file e-forms, and track tax filing errors through diagnostic tools. Features include multi-user access, e-signature, status tracking, multi-year e-filing, encrypted PDF files, and data import. Intuit ProSeries Tax includes a line-sensitive help feature, which enables accountants to trace the source of field data and determine the information to be included in particular fields. Tax professionals can view the status of an e-file, monitor missing data in clients' return files, and send email notifications to update clients about them. The data input assistance functionality lets users search forms to add uncommon or unusual data in a return. The application provides a library of forms such as 1040, 1041, and 1120 and allows transfer of data to individual returns using K-1 data import. It also integrates with SmartVault, letting users manage documents and import returns via the client portal. With the Intuit Link module, accountants can collect and organize client’s confidential data including file uploads and images via a secure online portal. Intuit ProSeries Tax enables professionals to create checklists of required client items, set-up custom billing options, and depict client’s net income, deduction, and comparisons through graphs and charts. It also helps users handle tax payments, withholding, income, and expenditures using a tax planner.

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