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ProSeries Tax Logo

Cloud-based tax management software for accounting firms

(4)

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ProSeries Tax Reviews - Page 5

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156 reviews

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SM
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Simranjit M.

Marketing and Advertising,

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

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Taxes done at ease

Reviewed 9 years ago
Pros

This product saved me time and money. It was cheaper getting it done myself. Which i prefer. Learning it was made easy as well and now it comes simple to me.

Cons

This is difficult because it worked out great for me. I would just complain about the act of doing taxes but this software makes it easier.

lv
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lily v.

Information Technology and Services, 1-10 employees

Used monthly 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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great small to mid size firm software

Reviewed 5 years ago

Overall great software when running without glitches, otherwise it is kinda a pain in the butt to use while constantly crashing.

Pros

The professional version can be used with the Quickbooks integration which makes it very easy to use and import data if you are already using the Quickbooks software. The software is very user friendly and easy to navigate (when it is running smoothly without glitches). The software guides and prompts you while completing forms.

Cons

One of the downfalls is that this is not a cloud based software - you can only access on the desktop or laptop it is installed on. Also, the software seems a bit buggy. There are certain files that make the entire software crash when we go to hit print. Also, no chat support.

RP
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Rebecca P.

Retail, 11-50 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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assessment

Reviewed 5 years ago

overall it gets the job done in this new age of technology

Pros

my company I work for uses this system for all of our payroll needs. I know the the accountant emails us our paychecks and we have a privacy setting so we cant get hacked into which is really nice,

Cons

I dont like that our payroll information is online and open for anybody to see regardless of this "hackfree sytsem."

DM
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Donna M.

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 recommend7/10

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ProSeries Tax is just fine

Reviewed 6 years ago
Pros

You can import data from many accounting programs including Quickbooks. It has a great 'help' feature.

Cons

It's expensive. If you have questions, you'll wait on hold for quite some time. It's not as user-friendly as other tax prep software.

HL
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Hannah L.

Farming, 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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Why would you use anything else?

Reviewed 6 years ago
Pros

It's easy, it keeps track of everything for you, great record keeping and easy access to them! Am a faithful customer

Cons

Slow loading maybe, if I have to come up with something. Probably just for to poor networking though.

AA
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Augusner A.

Accounting, self-employed

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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The software is the best in the market

Reviewed 7 years ago
Pros

The software is easy to use, most of the forms you need can be seen in the main menus or you can search for it .

Cons

Although the software is easy to use it is the most expensive in the market .I cost more than others in its class

JJ
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Justin J.

Accounting, self-employed

Used monthly for 1-2 years

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

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Hard To Use and More Expensive Than Other Similar Programs

Reviewed 6 months ago

I did not enjoy using this product and switched to a different tax software.

Pros

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.

Cons

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.

RR
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Rachel R.

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 recommend5/10

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Pricey

Reviewed a year ago

Easy to use, but not worth the cost. I switched to Drake

Pros

Easy to use and can type directly on the form so you can see what the final product will look like.

Cons

Cost and doesn't have basic forms. I was missing many state tax forms that I feel for over $5,000 the program should have.

RQ
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Roosevelt Q.

Computer Software, 1-10 employees

Used other for 6-12 months

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

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Works as intended but not the best value for money

Reviewed 6 years ago
Pros

I've used a number of Intuit products and the good thing about it is the fact that they do a good job integrating their various software. This reduces the need to constantly transfer data, which saves time!

Cons

The biggest issue is the pricing. Intuit has a wide ranging spectrum of software. It would be MUCH better if things weren't so fragmented. For example if I'm using QuickBooks for payroll and and using Intuit Pro Series, I find myself paying for two different softwares. Good features but not so economical.

BA
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Brian A.

11-50 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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Tax prep for dummies.

Reviewed 7 years ago
Pros

preparing my employees 1040's have never been easier. Intuit pro actually walks you through the steps needed to get the job done your fist time using Pro.

Cons

Learning the keyboard shortcuts was a pain but really helps out in the long run. Once you get them down you can fly through your work.

RA
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Rimi A.

Architecture & Planning, 1-10 employees

Used weekly for less than 6 months

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

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Excellent integration with our existing quickbooks setup, familiar interface

Reviewed 6 years ago

We've used some of Intuit's other online tax software for our business previously, prior to expanding somewhat last year. We found their interface very simple and straightforward to use. We took up the trial version of Intuit ProSeries after a recommendation, to see how we can expand and make our tax work much more efficient with our increased workload this year.

Pros

Familiarity of the interface and easy to use tools and integration with our existing quickbooks setup made the entire process far more pleasurable and stress free. Also, the most useful aspect so far (out of many!) is the client missing data tool. We've had issues in the past so it was a welcome addition to our workset.

Cons

So far, none as we have used Intuit before, and as for price, we are currently only starting with the trial version so that has not been an issue.

MG
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Meg G.

Used daily for less than 6 months

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

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Setting up a tax preparation business and am using this software to manage.

Reviewed 7 years ago
Pros

able to import fixed asset management and information from many financial institutions. The 'where do I enter' feature is very helpful for a novice and I love that next year my clients can get a short reasonable check list pertaining to THEIR tax situation.

Cons

I have had trouble getting any support. I think that eventually this will work itself out. Some of the screens are not intuitive.

FP
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Felipe P.

Accounting, 11-50 employees

Used weekly for 1-2 years

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

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Intuit Pro Series Review

Reviewed 6 years ago
Pros

In my opinion, the main pros about Intuit Pro Series version are: easy navigation (shortcuts) and easy input of information

Cons

In my opinion, the main cons about Intuit Pro Series version are: having to update software on a daily basis

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Enrique F.

Aviation & Aerospace, 51-200 employees

Used monthly for 2+ years

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

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CPA who enjoys using ProSeries Tax

Reviewed 6 years ago

Overall I've been happy with ProSeries Tax. The price may be high for some but in my opinion you get what you pay for. It allows me to send tax returns electronically and I also can send clients pdf copies of their returns.

Pros

Been using it for 5 years and the ease of finding things and rolling over information year over year is great.

Cons

Sometimes, it may be hard to find helpful information, but I've learned that you need to be precise with the words so information comes up.

HS
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Howard S.

Accounting,

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

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Good Tax Preparation

Reviewed 8 years ago
Pros

It is easy to use and easy to enter information. I would recommend this.

Cons

It takes too long to load to get to the first page to see information

BH
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Brenda H.

Real Estate, 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 recommend6/10

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Very easy to use and navigate

Reviewed 6 years ago
Pros

Very simple software and very user friendly... Especially someone not very familiar with accounting reports

Cons

Unable to delete transactions that were done by mistake and hard to find answers on software to help or guide you.

SB
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Shalu B.

51-200 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 recommend9/10

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Perfect tool for tax filing

Reviewed 6 years ago
Pros

The tax filing process is very simplified and easy to enter as it creates sub-statements for entering all details. The user interface is pleasing to the eye and feels very welcoming.

Cons

They can improve upon the speed of connection with CRA servers to upload the tax slips. By decreasing the price, they can compete easily with other offerings in the market.

CM
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Camille M.

Accounting, 1-10 employees

Used other 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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Excited

Reviewed 7 years ago
Pros

A product that allowed me to business from my home to help others to do their taxes and save money, there is nothing like it

Cons

only thing it does not allowed enough stated file free and still have to paid efile fee when you submit the state

SD
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Sarah D.

Electrical/Electronic Manufacturing, 1-10 employees

Used other for 1-2 years

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

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good product

Reviewed 6 years ago
Pros

We have used this for personal tax for a few years. easy use and consumer friendly. Would recommend to anyone

Cons

you need to make sure you have all your tax information correct. you cannot go back once its submitted.

SO
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Sharon Orosco O.

Accounting, 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 recommend10/10

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Proseries

Reviewed 8 years ago

Love the easy interview mode! Very easy to use and I love the error flags that immediately lets you know when there is a line error and when it's corrected.

Pros

Great customer service. Easy to use. Awesome flow and interview mode makes it easy for new preparers.

Cons

Customer Service isn't 24/7 like Drake and doesn't participate with refund advances this year through any bank products.

ip
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ivan purvis p.

Retail, 1-10 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 recommend1/10

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Sad out of date technology

Reviewed 8 years ago

Set up was fraught with issues, gave up trying to make software do what we wanted it to do. Due to too many hours on the phone trying to get an understanding from technicians.

Pros

Able to convert our old intuit data.

Cons

It's old technology, less customizable than the 11-year-old V.5, the need to buy a 3rd license for back office. The inability to remote access back office.

TG
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Tazlyn G.

Apparel & Fashion, self-employed

Used other for 1-2 years

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

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Best tax software

Reviewed 6 years ago
Pros

I love how easy this is to use for your taxes

Cons

There was a couple questions I got stuck on but just call customer service and they help you through it

BH
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Brandi H.

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
  • Likelihood to recommend8/10

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Excellent Software

Reviewed 8 years ago

My first year outside of a CPA firm preparing taxes and I wanted a software that was similar to what I was used to at the firm. This software was perfect and did not take any time to get a hang of. Highly recommend the software. Great value for the money.

Pros

Ease of use, similar to higher end software. Great price range and options.

Cons

No cons were added to this review

PG
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Paula G.

Used monthly for 2+ years

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Excellent tool that asks all the right questions.

Reviewed 7 years ago
Pros

The ability to do my taxes myself instead of hiring a professional. I feel confident it maximizes my deductions.

Cons

This is more a function of the tax code, but it takes awhile to answer all the questions and some of the questions do not seem to logically fit the section they are under.

AH
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Audie H.

Electrical/Electronic Manufacturing, 51-200 employees

Used other 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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Make the fast and simple right choice

Reviewed 7 years ago

Highly recommend

Pros

It's simple to use and works for anyone, you can he a novice PC user and will navigate with ease throughout.

Cons

No cons were added to this review