ProSeries Tax Reviews - Page 2

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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Proseries tiene la gran ventaja de incorporar todos los estados de este pais que reportan impuestos estatales, asi como tambien incorporan impuestos de todas las entidades corporativas que se manejan.

Me gustaria que el personal de Proseries sean agentes de varios idiomas, ya que hay una gran diversidad de razas en este pais, no solo en el usuarion del sistema, si no tambien en la informacion a clientes.

This product is very easy to maneuver and move around and within. I came from a background using a different tax software, but was recommended by a colleague to purchase ProSeries for the cost benefit. I was impressed that the software was able to handle the workload over this recent tax season (400+ tax returns) I was also impressed that it was very easy to work with Customer Support on an issue and also to add different Tax Return types within your software program. It was very simple to add on 990 returns for Non-Profit Organizations when I had initially only purchased unlimited 1040 returns.

One of the things I did not care for with the ProSeries software was the lack of "background" inputting for the return information. The software is more "Form" based and does not provide an in depth separate place/area for inputting the return information. It was not hard to get used to this, but I guess comparing ProSeries to other software, I sort of missed the additional background level where the information is input first.

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

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.

Easy to use, alert when there are product updates. The review feature is great.

The price. That's my only complain. I have been thinking about changing tax software for a while, but it's an inconvenience and I am afraid of the conversion to another one and the learning curve. Otherwise I would have changed.

Features: The Where do I enter button is great. Easy to find almost anything this way Usability: For the intermediate to advanced user - not the lay person that doesn't understand taxes. Cust Service: For 2017 they have taken AWAY and invaluable resource: Online chat support. We have had to spend hours on the phone waiting for support instead of simply doing the chat which is WAY better.

The automatic log out is a pain. If you have over 30 minutes of inactivity you are logged out and this is a security feature - I get that - but it sure is a pain during tax season when you need it at your finger tips. Also, even though they FINALLY updated the 2017 software with the "Transfer" files to be spaced out, you still CANNOT simply type in the person's last name to find the prior year file. You can ONLY type the first letter of the last name. This is lame and there is absolutely no excuse for this in 2018.

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.

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.

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.

They do a good job of programming and carrying forward the necessary information. They are constantly updating and making better during tax season.

Sometimes the improvements are not. We use to be able to print to 1 big PDF the client letter and the return, now it comes in 2 pdfs. Makes it difficult because we store it first in PDF format first. When there is an operating system up date or complete change like going to windows 10, there seems to be lots of crashes and make processing tax returns difficult.

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

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.

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.

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!

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.

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.

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.

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.

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.

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

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.

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.