ProSeries Tax vs Lacerte Tax Comparison

Mostly intuitive with a solid error check. Handles multiple states well. Overall, still a good value.

Some states lacking 1041 returns. Need to check states very closely (as we should anyway). Customer support is dwindling as prices increase.

I think the software is very user friendly and simple to change from one software to another. The customer service has been great!! They will sit on the phone with you until the problem is fixed!!

I would prefer to be able to see the "input" of the information better, ie. Lacerte format. I came from a Lacerte background where the input background was very in depth.

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.

You can not split a return (married filing jointly and married filing separately) like you can in Lacerte

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.

Super and easy to use professional tax software. Fast calculations and most tax forms are available.

Extremely long wait times for customer support. Mostly very inexperIenced technical support. Irresponsible management.

This software is easy to use. It has a find feature that allows you to search for the areas of information that you want to input. It also auto-calculates so you can look at your calculations throughout the process and see what your clients will be paying or receiving back.

This software can be semi-confusing when attempting to input longer documents, such as a K1 or 1099 from an investment company. Some of the screens could be simplified in order to allow for easier input or to help discern where certain information needs to go within the program.

Hi Kali. If you ever have any questions about entering longer documents, please let us know on Facebook (Intuit QuickBooks) or Twitter (@QBCares) so we can reach out and assist you when doing that. All the best, Grant, The QuickBooks Team

Convenient, and saves time.

Some states have had complaints about errors in their returns. Also, sometimes it's hard to find a specific form.

The easy navigation and functionality of the software

Learning how to properly categorize Nd reconcile if you made an error

That it can be integrated easily with my accounting software

The limitations and restrictions of tax interpretations

Accurate, fairly easy to learn, good customer support. Even the basic module come with a solid help and research module. The pro module is available for business return but can also be used for more complicated 1040 returns.

Intuit needs to find a way to keep pricing under control. For now, there are deep discounts on most configurations. Make sure to check state returns carefully.

Easy to use and quick to complete taxes if you have all of your documentation together. Highly recommend

If you'd rather use tax software than a CPA this a great option, but may not catch all tax deductions you are eligible for.

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.

This Intuit ProSeries Tax software keeps you in the know about the latest tax laws. Makes for less errors when preparing you taxes.

Now be patient if you need customer service because the wait times can be a little lengthy.

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.

What did you like most about this software is that it is very userfriendly and an easy tool for those familiar with turbotax.

What I like least about this software, is that it is not ideal for firms that have a alrge client base.

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.

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.

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

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

-Error correction -Automatically calculates tax as you prepare the return -Listing of all available forms -Home Base feature for client list

-It can be tricky to use if you are not used to working with it before. However there are plenty of tutorials and once you get the hang of it you are good to go

Definitely a helpful tool in helping with invoicing and tax prep

It doesn't have as many features as some of its other competitors

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.

ProSeries has all of the functions that you would expect from professional tax software. The client organizers are well done and information seems to flow from the prior year to the current year well.

I found ProSeries to be harder to navigate than the some of its competitor's programs. It was also nearly impossible to get someone on the phone for assistance.

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.

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

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.

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.

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.

This software was very easy to install and is intuitive when preparing a tax return.

This software has so many features, I love it but I feel that I don't have enough training on all of the fantastic features.

Lacerte does very few changes each year (outside of tax calculations). You can depend on not needing to relearn how to use the product, rely on features, rely on consistent accuracy. This is the best product on the market and the increase in price is worth every penny.

Customization of cover letters, organizers, engagement letters is limited. Works well, just limited.

Lacerte Tax brings appropriate tax computing solution for organizations.

Lacerte Tax has managed to offer useful information, hence, no dislike.

with experience, it is an efficient tax program

cost, proforma from prior year should not be done until you do return as they seem to screw that up early. better and more review worksheets

Lacerte Tax is very user friendly and even easy to use for recent college graduates. I feel like this is very important when you are just learning how to file tax returns. All of the input screens are laid out well as well. One of my favorite features of Lacerte Tax is the diagnostics feature that provides information about things that could be incorrect & also about tax laws, etc. This helps you know that you are filing each tax return as correctly as possible.

My biggest complaint with Lacerte Tax would be all of the updates that it requires & the glitches that happen if not updated when each update is available. However, I realize that these updates are just to ensure that the system is up to date with tax laws, etc.

The software is intuitive and offers useful features for E-filing and receiving payment

Lots of Updates which can take a long time sometimes

Lacerte makes multi-state tax returns easy to prepare. Customer support is excellent and readily available.

City returns are difficult to produce and not automated.

This software is better than others near this price range because it has logical and simple input options, and form views, and also provides notes and better diagnostics for accuracy. I also really like its customization options and integration.

Intuit. I really just in general dislike them. They're not as bad as Thompson Reuters but are a close 2nd. Any good software that comes on the market they buy up and ridiculously inflate the price. They also hook you with low-price options and trials and then double the price once you're invested.

After so many years I know what to expect and it's easy to use.

It's very expensive and they don't respond to suggestions. For example, I've made the same suggestion for four years: When printing the client letter I want the client's estimated tax schedule to print but I don't always want the vouchers to print because many of my clients pay electronically. Lacerte has no option to suppress the printing of the vouchers unless you suppress the printing of the estimated tax schedule on the client letter.

It is easy to find input screens in the software. There is a control totals check to compare data. You can see a comparative to the market sector worksheet which is very useful. Diagnostics are simple to understand and correct.

There are a LOT of updates. I feel like it updates almost every time I login which takes quite a bit of time. Sometimes I get unknown errors and glitches which can be very annoying especially in tax season.