ProSeries Tax Features

I thought this product was easy to use. I like the client interview form which is helpful as a guide for not missing any income or deduction items for your clients. It allows you to import files from Turbo Tax which can be handy if a client has prepared their return themselves the prior year. The error check feature is helpful as well. I am a small firm that only does a limited # of personal tax returns and I do not always have another accountant to discuss tax questions with or bounce ideas off of so, the error check does assist in catching any potential problems on a return.

I don't like the I have to have internet access when I try to access the software or it will not let me in. This was a new feature in the 2016 software which I did not care for.

It is pretty complete and the calculations are right most of the time. I like the error alerts and diagnostics.

In several of the last 15 years, there were errors in the proforma data when I installed the new tax year's software. Also, the support staff don't really know the product well and don't help much when I have a question.

This software program is easy to apply. It has a find characteristic that lets in you to look for the areas of facts that you need to input. It also automobile-calculates so that you can examine your calculations at some point of the system and see what your customers can be paying or receiving lower back. They do an amazing activity of programming and sporting forward the necessary statistics. They are constantly updating and making better at some point of tax season . Ease of use and on line assist. The software is very easy to recognize and it workflow, walking the user thru earnings and deductions. Each vicinity has help within the utility, in addition to internet primarily based. I love that it is completely cloud-based.

Setting invoices is not clean to do .It can be problematic to use in case you aren't used to working with it before. The price of the product is getting very excessive .It takes too long to load to get to the primary page to look facts.

Ease of use and online help. The software is very easy to understand and it workflow, walking the user through income and deductions. Each area has help in the application, as well as internet based. Customer service is also available via telephone. Forms can be viewed prior to proceeding and worksheets are available to better understand how calculations are determined. Best of all, there are several versions from beginner to business to very complex. It is a full service application and load previous year numbers into the current year. This is very valuable.

There are no true cons. The software is inexpensive, can download to your computer, and intuitive to use. This software has improved over the years.

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.

It's functionality and availability was particularly helpful. I was impressed by customer support!

While I did find it much easier to use than I thought, it still was a little daunting.

No pros were added to this review

very bad customer service and not function well and called 20 times they never been able for help. VERY BAD

The program has a lot of checkpoint where you need to stop and run a scan to make sure that everything looks good and further minimize your chances of getting audited by something that doesn't look right or might have been entered incorrectly.

Although this is done for safety measure there is a lot of verification that needs to happen before you can login to your account such as sending codes to phones or emails. I appreciate the safety precaution but don't feel that I need to do it every single time I login especially once it recognizes my computer or device.

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.

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,...

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I do like some of the reports that the software generates. It creates a client presentation to show clients what is going on with their taxes. However, some of their business practices are less than ethical. I find this disturbing. I've prepared taxes for 15 years and have used 3 software companies. While they all have their pros and cons, ProSeries is the only one that tried to strong-arm me using an auto-renewal that you aren't allowed to opt-out. You have to call, wait on hold, and sit through a sales pitch so THEY can decide if they want to take you off the auto-renewal.

AUTO-RENEWAL- YOU CANNOT SHUT THIS OFF. Once you purchase the software, they automatically sign you up for auto-renewal, and don't let you turn it off. They give you a phone number to call that is available during limited hours. When you call- be ready to be placed on hold for a loooong time. I was told they would call me back in 20 minutes but this never happened. I had to call multiple times and wait on hold to finally talk with someone. I'm still on the phone as we speak (2 hours later) and I still don't have the auto-renewal shut off.

Relatively easy to learn and to use Many worksheets are form based so it's based on the tax forms themselves Able to create sub-statements to add details Able to link from/import from ATB (old trial balance software) so data prep is reduced and links are transferred to future years The Fixed Asset Manager (FAM) software, sold separately, does a Much better job regarding fixed assets than the depreciation section built into the Sch C/E which is very limited, esp. for reporting purposes, which is why FAM is needed. The Doc Mgmt System (DMS), sold separately, is tied Intuit and is VERY basic but it works for scanning documents to help create a paperless system. Buy the ProSeries Professional version and NEVER the ProSeries BASIC version as the former has more functionality.

Not enough worksheets esp. to show calculations Missing K-1 basis worksheets for 1120-S/1065 K-1s so limitations must be done manually by sub-statements help but not much Intuit does NOT include many forms even if requested by users for MANY YEARS! Tech support is NOT that good! Price has risen significantly over the years! Companion DMS (Doc Mgmt System) is tied Intuit and can't be used as Stand-Alone...

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THE 1040s WERE EASY TO USE BECAUSE OF THE WORKSHEETS. THE HELP KEY WAS USEFUL IN THE 1040 BUT IT IS NOT AVAILABLE FOR THE BUSINESS RETURNS.

Business: With 1065, 1041, & 1120s most of the times the shareholder, trustee, partner is an officer or TMP. On their K-1 worksheets shareholder/partner worksheet just have a box to check and the program automatically transfers the information to the officer/TMO/general partner on page 1. When importing K-1s should auto update the old K-1s should not have to delete K-1s and then import. Also whenever...

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Simple to use. Easy to onboard staff We were able to quickly scale the office around the product. Intuitive UI

Stability has become the primary issue Lack of willingness of support to truly investigate any problem

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.

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...

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Ease of use and the installation process

As with all Intuit products I use: constantly crashing, bugs seem to be in every update released which can be extremely frustrating and time consuming during tax season

I really liked the ease of use. Switching back and fourth between pages/schedules was very intuitive and easy. I also like the ability to carry forward returns from previous years to keep the important information and data consistent in the records for each client. The software was also up to date on the current incentives and deductions so that made the review process faster.

It can be a little pricey, so unless you are doing 100-200 or more returns it might not be for your business. Also I wasn't able to open the same file on two different computers to work with a colleague from a remote location on a client return, that would have been useful in a few situations.

I use ProSeries Professional with other Intuit products such as Fixed Asset Manager in my daily work as a tax specialist. It is my long-term favoured tax preparation software for several reasons. Although any professional accounting software has a steep learning curve, I find ProSeries relatively painless to use. It is undoubtedly quicker and easier to use than alternatives such as TurboTax. In my experience, it produces very accurate returns. This ease of use allows me to spend more time where it counts, dealing directly with clients.

It would be beneficial for the direction of the ProSeries software if the company were to work on improving the capacity of the online version. There are also some minor user issues, such as the lack of particular worksheets, which force the user back on manual additions, such as W-2 forms.

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.

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.

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 is very easy to use, it brings forward last year's information saving you time preparing the return. Bank software can be included to allow to allow clients to have their fees withheld or to pay balance due.

I never had any issues with this software it meet all of my expectations plus some.

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.

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

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.

Network installation and use can be buggy at times but locating a fix online is generally pretty easy.

Ease of use and the intuitive nature of the program.

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.

Technically correct product. Feel like I can count on software. But it's expensive considering the lack of support.

Support hold time is terrible. Waited over an hour for a problem on their end. Really debilitating in Tax season