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ProSeries Tax Logo

Cloud-based tax management software for accounting firms

(4)

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ProSeries Tax Reviews - Page 3

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156 reviews

Recommended

LS
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Lee S.

Philanthropy, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Intuit Proseries

Reviewed 6 years ago

for a larger business with a decent number of corporate returns this is a great program. Small businesses with a limited number of corporate returns not so good

Pros

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

Cons

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.

NG
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Natalie G.

Financial Services, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Reliable everytime

Reviewed a year ago

Never had an issue, have used them for 18 years.

Pros

Efficient because it has all the forms that I need even for complex return.

Cons

The price. It is the most expensive program out there.

rr
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rich r.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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pro over rated & over priced

Reviewed 2 years ago

frustrating

Pros

the older version with direct entry to forms

Cons

lake of key stroke entry, its different through the programthe fact that the users are working every day during the tax season and pro service is not available on weekends

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Kali A.

Law Practice, 11-50 employees

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Tax Software Program

Reviewed 5 years ago

Overall, Intuit ProSeries Tax is a good program that helps me achieve my goals when it comes to tax preparation.

Pros

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.

Cons

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.

Vendor response

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

RR
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Randy R.

Self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Intuit robs retired tax preparers by making them buy a path license every year after they retire in order for the tax programs and licenses that they already purchased is not really theirs to begin with.

Reviewed 6 years ago

After 20+ years of buying and supporting these products only to get screwed in the sunset years. This is all because I need to file a 1040 X for a return I already paper filed. And I can do it if I pay for a new license with exchange and c/c charges.

Pros

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.

Cons

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

JE
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Jesse E.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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We are an accounting firm that has been using this software for years and have been very satisfied

Reviewed 7 years ago

We rely on Proseries for all of our tax documents and filing. Having the ability to import all our client's digital paperwork as well as data from other applications into one main database makes our jobs so much easier.

Pros

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.

Cons

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

DA
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Dara A.

Financial Services, 11-50 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Run Away! Do Not Purchase

Reviewed 7 months ago

ProSeries Tax Software Totally Sucks! Horrible software

Pros

There are no pros. There is nothing nice to say about the software

Cons

The conversion of this software has been a disaster. The software is not user friendly.

EK
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Eric K.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Software

Reviewed 5 years ago

Our new employees that used the software could easily maneuver through the site and complete returns with confidence.

Pros

It was easy to use. Not everyone knows taxes so the software would give explanations to the questions so you don't make errors.

Cons

The software was good. It was reliable and helpful so I have nothing bad to say about it. I stopped using it because I got with a company that has it's own software.

RK
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Randy K.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product, solid value

Reviewed 7 years ago

An overall solid choice if you are looking for a step up from Drake or a more reasonably priced alternative to Lacerte or ATX. I demoed ATX and it is lacking. I like Drake but feel more confident with Proseries in terms of accuracy.

Pros

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.

Cons

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.

AT
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Abe T.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Worst customer service, tech support, and program

Reviewed 5 years ago

Tech support NEVER solved any issue for me.

Pros

I don't like tech support or customer service for their primitively treatment to clients. Should be looking for another program.

Cons

Tech support, Customer service, and the program itself always have issues that other pcompetitors do not experience.

GH
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George H.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy Professional Tax Prep Software

Reviewed 5 years ago
Pros

Robust software that provides a straight forward easy to use interface for tax preparation across all 50 states and the IRS

Cons

little cumbersome changing back & forth between clients.

RG
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RUSSELL G.

Accounting, self-employed

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Customer Service for 2018 tax filing season is horrible. 1 hour+ wait times??

Reviewed 7 years ago

Terrible experience. Even though I have been using Pro Series for many many years, I will make a change next year and will no longer recommend this program.

Pros

Ease of use and the intuitive nature of the program.

Cons

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.

EH
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Elizabeth H.

Self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Support Hold time

Reviewed 6 years ago

Support time is ridiculous. The problem required call Proseries support. No answer on the web. I waited over an hour.

Pros

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

Cons

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

DC
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Debra C.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Intuit ProSeries ~ ease of use

Reviewed 7 years ago

I feel this product is a good value for the cost of the product.

Pros

What I like best about this program is it is easy to use, I am able to find the necessary information quickly.

Cons

When there is a real estate sale each depreciable real estate asset has to be entered individually, you are not able to combine the items together as a group sale.

CA
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Cindy A.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Tax software

Reviewed 7 years ago
Pros

I have been using ProSries for the past 10 years. I am very familiar with it so it seems easy to get used to and offers many features as options.

Cons

It is quite pricey and while it does have a program that will work with it for an online portal, I would like it to be more comprehensive in the program.

TP
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Tonette P.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Love this product. Very easy to use.

Reviewed 6 years ago

They improve year after year.

Pros

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.

Cons

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

SO
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Samuel O.

Accounting, self-employed

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Software for Solo or Small Tax Professionals

Reviewed 3 years ago
Pros

Proseries is really great for those tax professionals who know what they need to work on and want to get done quickly. It really is designed for those know what forms specifically they need to use and want to integrate. For the quality they deliver with their pricing I think ProSeries should definitely be a serious consideration for any small or midsized tax practice.

Cons

The ability to work on two returns at once. Especially as it relates to being able to look at partnerships and S corps and then also their members personal tax returns simultaneously.

vb
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valerie b.

Accounting, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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I use it a lot

Reviewed 7 years ago
Pros

easy to use, improve every year. the interface is easy to learn and they always give a lot of explanation and clue about what you are missing.

Cons

I try a lot of taxes software. It is hard when you have a big profile of taxes like a business or self-employed

LP
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Laura P.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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My Favorite Program

Reviewed 5 years ago
Pros

Whats not to like, user friendly, properly programmed with all the proper information needed to complete a proper return

Cons

The program is not updated in real time with current tax times, should allow for more efiling abilities

JH
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Jayme H.

Accounting, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Tax Program

Reviewed 6 years ago

I have been working with this program for a few years preparing tax returns.

Pros

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.

Cons

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.

MA
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Malene A.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Product

Reviewed 6 years ago
Pros

Easy to use. very low in glitches. Great if you do high volume. The entity products are good as well.

Cons

No Support. Tried calling several times could not get through. calculator very small. Needs more color coding

TN
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Tina N.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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successful

Reviewed 2 years ago

good

Pros

Easy to understandBeen using it over 20 years

Cons

customer support when there is a problem

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Verified reviewer

Accounting, 10,001+ employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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NON-COMPLEX AND EASY TAX PREP SOFTWARE

Reviewed 6 years ago
Pros

The simplicity of Intuit’s interface is one of the reasons why I chose Intuit. It provided simple and easy features that anyone can learn. The document scanning allows a paperless documentation which is a great plus to any software, allows efficient e-filing. It is a very useful software.

Cons

The worksheets are very limited, especially during tax season. Also, tech support responds slowly to any reported problems, but once they respond, they really get into the problem and will try to figure out the problem.

TW
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Ted W.

Accounting, 1-10 employees

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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problems running proseries in Windows 10

Reviewed 6 years ago

looking for a better, most efficient, and cost effect product.

Pros

year-to-year data transfer works good and it is easy to add new clients and follow the forms input screen.

Cons

runs like a snail in Windows 10, updates have to be manually downloaded unless it is an update to an installed product, customer support to download software updates sends you to the community where little guidance is found to be useful, virtually no customer support provided by Intuit. You will waste a lot of time trying to download updates they should send to you automatically.

RC
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Raymond C.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Pro series tax prep software

Reviewed 7 years ago

Cancel credit card after initial purchase because they will use it for an automatic renewal

Pros

It is easy to use for the average intelligent tax guy. Prints great detail. Great audit review for individual returns.

Cons

Customer and tech support are bad at renewal time. No great audit review of corporate or partnership returns.