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ProSeries Tax Logo

Cloud-based tax management software for accounting firms

(4)

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ProSeries Tax Reviews - Page 4

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156 reviews

Recommended

AH
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Alan H.

Accounting, self-employed

Used daily for 6-12 months

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

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Best Tax Preparation Software

Reviewed 6 years ago

As someone who is just starting their own tax preparation business, I have to say that I cannot recommend this device enough. It is everything a tax preparer could ask for.

Pros

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

Cons

-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

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Verified reviewer

Accounting, 11-50 employees

Used daily for 6-12 months

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

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Wonderful

Reviewed 3 years ago

Overall, I love pro series and am very impressed with the quality of work it does with such ease.

Pros

I’m an entry level accountant and ProSeries is probably the easiest way to learn how to do taxes. Very easy to implement and it teaches you a lot while you go.

Cons

The interface still seems a bit archaic and the database can be quite messy sometimes. Nothing is worse than when you lose info that you need for a client.

JT
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Joe T.

Accounting, 1-10 employees

Used daily for 2+ years

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

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Done with Proseries totally dropped the ball in 2018.

Reviewed 7 years ago
Pros

No pros were added to this review

Cons

You absolutely cannot speak to anyone in the business section. Proseries has just really fallen behind.

MS
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Mercedes S.

Accounting, self-employed

Used other for 2+ years

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

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Terrible customer service! Called twice waited over two hours each time & and there was no response!

Reviewed 6 years ago

I was very happy with the software when I was able to install on our server; I was out of service for two days due to no internet service .. I called Intuit twice, I was on hold over two hours each time and no none bother to pick up the phone.

Pros

None this year. Very unhappy. Highly considering switching to a new software company for our next tax season.

Cons

The pro-connect .. it slows the process, it crashes! Again, our internet provided was out of service during the heavy tax season and I was not able to serve my clients over two days.

AH
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Alan H.

Accounting, self-employed

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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The Best Tax Software for Professionals

Reviewed 5 years ago
Pros

All the features that are included. E-filing, error checking, and transferable data from year to year are just some of the features included.

Cons

The software can be a little complicated at first but there are help buttons available.

KG
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Karla G.

Accounting, 1-10 employees

Used other for 2+ years

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

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Excellent choice for small tax office

Reviewed 6 years ago

I used Proseries from 2009 through 2017.

Pros

Proseries is easy to use and I especially like the forms based input method it utilizes. There are different subscription levels so you can tailor it to your needs and budget. I found the customer service to be very good and the support staff is knowledgeable.

Cons

It is desktop based, so you have to run updates. There is the possibility of data loss if you don't back it up somewhere off the local computer.

AS
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Asner S.

Accounting, self-employed

Used monthly for 2+ years

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

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Software pricing hurts loyal customers : growth killer

Reviewed 3 years ago

Been with them for 15 plus years. Their pricing costs me more for being loyal. I was shocked when my friend and I were on a joint renewal call for 1040 complete package: mine costs $1,838.00 his $ 714. I conclude, they do need me any longer; so I am switching and hope to offer my client better deals and tax prep fees savings.

Pros

I think it is easy to use especially for beginners.

Cons

Loyal customers pay more for their software. 1040 complete for me: $ 1,839.00 for my referred friend: $714. When I call and ask why, no detail. as much as I want to stay with them, sorry got to. Price discrimination hurts growth and destroy loyalty.

JT
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JOHN T.

Accounting, self-employed

Used weekly for 1-2 years

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

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INTUIT DOUBLED FEES FOR 2020- NOT HAPPY

Reviewed 5 years ago

NOT HAPPY WITH PROCONNECT, I THOUGHT IT WOULD BE A GOOD STARTING PROGRAM AND IT WAS UNTIL NOW WHEN THEY DOUBLED THEIR TAX SOFTWARE FEES I LOOKING FOR ANOTHER COMPANY

Pros

I LIKED THE PROGRAM ITSELF, IT SEEMS TO BE VERY PROFESSIONAL AND THE FORMS PRINT OUT BEAUTIFULLY

Cons

THE PRICING FOR 2020 IS OUTRAGEOUS THEY HAVE DOUBLE THEIR FEES FOR ONE RETURN

KC
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Kyle C.

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
  • Likelihood to recommend7/10

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Intuit Review

Reviewed 8 years ago

Not having much experience with any other software I can't compare only judge based on what I've learned from using Inuit.

Pros

Fairly easy to navigate the basics, even for a rookie. Answers are always found for questions or issues I could be having, even though the search can sometimes be extensive. Invoicing within the program is the best option and very handy big time save. Overall the value is a good deal and I don't regret my purchase.

Cons

Customer service takes a very long time to go through and actually answer questions I have. Monthly fee is a little bit on the high side. I've found it easier to search the web than to call CS for most questions or issues. Had an issue with IRS and state agency connections.

JM
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Jessica M.

Medical Practice, 1-10 employees

Used other for 2+ years

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

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Great

Reviewed 5 years ago
Pros

Being able to have the guided help through the tax filing process. The website has an easy layout to understand, and being able to go back through and review before filing on your own is nice.

Cons

Understanding some of the questions on a more complicated tax return, not sure which answer would be right. The pricing is a little high compared to some of the other websites to file.

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Mark D.

Accounting, 1-10 employees

Used weekly for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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A good option, still has some kinks

Reviewed 6 years ago

In general I like their service and will continue to use it for now. There are still points of frustration for me, though, so I am considering moving to a new service.

Pros

It's easy to work with online. My practice is 100% virtual, so it's nice to be able to work within the cloud and share with my team online. The customer service hotline is very responsive.

Cons

The user interface isn't particularly intuitive. Also, I pretty regularly run into issues that take FOREVER to figure out- they really need to improve their troubleshooting.

LG
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Latoya G.

Accounting, 1-10 employees

Used daily for 1-2 years

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

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Perfect for tax pros

Reviewed 3 years ago
Pros

The ease of usage with the worksheets and locating firms

Cons

The setup is complex . It took longer than expected

AK
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Aida K.

Accounting, self-employed

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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Extremely rude customer support

Reviewed 8 years ago

I have been using Turbo Tax and Professional Pro series products for years. This year, I found a bug in a system and called to ask if it can be fixed since I prepare over 1000 of taxes and if it is fixed, will make my life easier. First, for 45 minutes, I talked to technical support who couldn't help me. Then I was transferred to a manager. I explained the issue and asked for the small problem in the system to be fixed. He said that it can't be fixed and if I do not like using Pro series, I can find another software and use it. Goodbye. He literally talked to me for one minute. I have been using Pro series for 10 years, filed over 20,000 tax returns and got hanged up in a minute by manager!!

Pros

Easy to use

Cons

Poor customer service, program with bugs that "cannot" or actually do not want to be fixed by tech support

EB
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Ebonie B.

Self-employed

Used daily for less than 6 months

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

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Horrible customer service!

Reviewed 8 years ago

We set up a pay per return account, really we wanted something different but were convinced that the deferred payment plan was our best option, now the sales rep left out very important details and took forever to get us set up (2 Weeks)! payment was not due until march the 2 but we received calls stating that a payment was due Feb. 1 shortly after we received several emails stating that our account was on hold, we tried calling customer support and just got the run around, we were told that we would be called back and still have not been called this is the most unprofessional company to go with and I will not be supporting them next year.

Pros

The product its self is easy to use.

Cons

Horrible customer service and sales reps did not fully explain the product fees associated with our software account.

DD
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Dandy D.

Self-employed

Used other for 2+ years

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

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No phone support is available to tax office issues

Reviewed 7 years ago

Don't waste your time with this vendor

Pros

Used software since 2000 and phone support always exceptional.

Cons

Product Phone Support Service is totally inferior and not what is expected. Running a tax office not wanting to wait hours on the phone on hold as they do not have enough experts to answer questions and provide solutions. The cost of the software is expensive for the support given

GC
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Gary C.

Accounting, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Much room for improvement

Reviewed 6 years ago
Pros

Speed of calculations is very good, better than other programs to which I am familiar. Electronic filing is adequate.

Cons

Asset management/depreciation is poorly integrated into the program. Depreciation amounts are not automatically stated on balance sheet. Program does not provide for sale of group-assets.

mh
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marybeth h.

Accounting, self-employed

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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this year has been the worst ever in terms of errors and poor customer service

Reviewed 6 years ago

I think Intuit needs better customer care support

Pros

It is easy to use. The transfer from year to year is easy. I used to think the customer service was good but no longer.

Cons

Customer service is awful. 45 minutes to 2 hours on hold every time I have an issue and I've had more issues this year than in the past 5 years combined

JG
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Joe G.

Construction, 1-10 employees

Used weekly for 1-2 years

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

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Great software for a small business without an accountant

Reviewed 6 years ago
Pros

A small business sometimes cant afford accountants. This software gives you a solid platform to fully gain the benefits and tax deductions a small business deserves. Easy user friendly interface. Easily see what you've earned. What was deductible , and get more of your money back at the end of the year.

Cons

Obviously price is always a concern but after using this software and seeing how much I could write off I realized the price was worth it.

DH
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Dale H.

Construction, self-employed

Used daily for 6-12 months

Review source

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

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My experience has been enjoyable and helpful.

Reviewed 7 years ago
Pros

It is simple once you become familiarized with the software. It is very helpful to be able to have something keep track of expenses.

Cons

It takes some time to get acquainted with the software and how it works but once that learning curve has been passed your in business.

RS
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Robert S.

Philanthropy, self-employed

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Long Time Satisfied User

Reviewed 6 years ago

This is a tool I rely on and gets the distasteful job done.

Pros

Having learned it, I find it relatively easy to use. The software incorporated the tax laws into it so I don't have to know all the calculations or laws to use it.

Cons

There is always cons when doing taxes, but this makes it less of a con. Don't really know what I'd change.

KD
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Kevin D.

Review source

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

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A lifesaver!

Reviewed 8 years ago
Pros

This product really took care of me when I had to file my taxes during the normal tax season. It really is like someone double checking your work to make sure you are not only doing things correctly but also taking full advantage of any funds that you are entitled too! I was super intimidated by doing taxes and now its a breeze!

Cons

I was sort of taken aback by the price of the product as I didn't think it was worth what they charge for it! Granted, you can certainly use this software as a tool to get back more from your refund, which would offset the cost. But the return on investment is slow making this a LONG term investment.

LM
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Lois M.

Financial Services, self-employed

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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Dependable, quick with update releases

Reviewed 7 years ago

Helps me to feel confident in my work.

Pros

The software is good within it at giving assistance of where something should appear on the tax forms. It is also easy to transfer clients from year to year.

Cons

Costs and the fact that they made me pay for something I wasn't going to use until the following year.

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Verified reviewer

Media Production, 501-1,000 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Do your Taxes or else

Reviewed 4 years ago

Definitely something you must learn how to use in order to get a tax write-off.

Pros

You can take photos of receipts and it calculates for you to make doing taxes easier. Definitely a time saver.

Cons

You either wait on software to take image and or have tow rite everything in detail one by one. Definitely a process to learn.

RS
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Rachel S.

Retail,

Review source

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

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Good Solid product.

Reviewed 8 years ago
Pros

It does all the things you need it to. It calculates your payroll, your quarterly reports, etc. Most accounting professionals use it or at least have software that is compatible, so it's easy to use in conjunction with your tax professionals.

Cons

They are ALWAYS trying to sell you something more.

EC
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Elliot C.

1-10 employees

Used other for 2+ years

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

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Have to wait on line for 2 hours for tech support and they don't know anything

Reviewed 6 years ago

the .txf capital gains import

Pros

the .txf capial gains tax import feature is the only thing in the program that is worthwhile and that no other software that I know of uses

Cons

the attitude of the company whether it is tech support and sales is really bad. Don;t even have Americans