getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

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: January 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

Client Management

Forms

Pricing

Tax Season

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

Enterprises

Midsize Businesses

Top industries

Accounting
Financial Services
Retail
Construction
Others

Use cases

Tax Preparation
Corporate Tax
Accounting
Tax Management

ProSeries Tax's key features

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

Tax filing
Tax forms
Tax calculation
Tax compliance
Status tracking
Document management

All ProSeries Tax features

Features rating:

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

ProSeries Tax awards

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
learn more

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
MyTAXPrepOffice logo
learn more

Starting from

Empty state illustration for "No pricing info"

No pricing info

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

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, 56% 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

To see what individual users think of ProSeries Tax's cost and value, check out the review excerpts below.

“For the quality they deliver with their pricing I think ProSeries should definitely be a serious consideration for any small or midsized tax practice.”
SO

Samuel O.

CPA

“It's a good program for a small to medium size business and it's affordable compared to other top tax software available. ”
MJ

Michelle J.

Senior Accountant

“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.”
RN

Rebecca N.

CEO

ProSeries Tax integrations (8)

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.

TaxDome logo
TaxDome

Integration rating: 5.0 (1)

ProSeries Tax customer support

What do users say about ProSeries Tax customer support?

Customer support rating:

We analyzed 40 verified user reviews to identify positive and negative aspects of ProSeries Tax customer support.

A small group of reviewers say customer support is knowledgeable, helpful, and responsive when contacted.

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

A significant portion of users report support staff lack product knowledge and struggle to resolve issues.

Frequently reported by users, support quality has declined and many feel their problems are not addressed.

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.

“I found the customer service to be very good and the support staff is knowledgeable.”

KG

Karla G.

Owner

“Support won't help fix a problem making this program essentially useless now after installing on brand new Lenovo Thinkpad Windows 11 Pro workstation.”

DB

David B.

Partner

“Customer service takes a very long time to go through and actually answer questions I have.”

KC

Kyle C.

General Manager

ProSeries Tax FAQs

Q. Who are the typical users of ProSeries Tax?

ProSeries Tax has the following typical customers:
Freelancers, Large Enterprises, Small Business

These products have better value for money


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.


Q. What are the benefits of using ProSeries Tax?

• Intuit ProSeries Tax includes a forms bar, which allows organizations to input tax return details and locate and fix errors to streamline data entry operations.

• The application helps clients view, monitor, and manage electronic returns, track progress and status of applications, and utilize to-do lists to organize tasks.

• Businesses can use the Intuit ProSeries Tax to create client checklists based on previous year returns and email encrypted versions to clients via email.

• Intuit ProSeries Tax offers customized billing capabilities, which allow enterprises to define custom billing for clients using a variety of methods including hourly fees, per form charges, or flat fees.

• The task scheduler functionality enables administrators to automate the downloading of updates and e-filing of acknowledgements.


Q. What languages does ProSeries Tax support?

ProSeries Tax supports the following languages:
English


Q. Does ProSeries Tax offer an API?

No, ProSeries Tax does not have an API available.


Q. What level of support does ProSeries Tax offer?

ProSeries Tax offers the following support options:
FAQs/Forum, Phone Support, Knowledge Base, Email/Help Desk

Related categories