Intuit ProSeries Tax

Cloud-based tax management software for accounting firms

About Intuit ProSeries Tax

Intuit ProSeries Tax is a cloud-based tax management software designed to help accounting firms prepare returns, file e-forms, and track tax filing errors through diagnostic tools. Features include multi-user access, e-signature, status tracking, multi-year e-filing, encrypted PDF files, and data import.

Intuit ProSeries Tax includes a line-sensitive help feature, which enables accountants to trace the source of field data and determine the information to be included in particular fields. Tax professionals can view the status of an e-file, monitor missing data in clients' return files, and send email notifications to update clients about them. The data input assistance functionality lets users search forms to add uncommon or unusual data in a return. The application provides a library of forms such as 1040, 1041, and 1120 and allows transfer of data to individual returns using K-1 data import. It also integrates with SmartVault, letting users manage documents and import returns via the client portal.

With the Intuit Link module, accountants can collect and organize client’s confidential data including file uploads and images via a secure online portal. Intuit ProSeries Tax enables professionals to create checklists of required client items, set-up custom billing options, and depict client’s net income, deduction, and comparisons through graphs and charts. It also helps users handle tax payments, withholding, income, and expenditures using a tax planner.

Pricing starting from:

US$450,00/year

  • Free Trial
  • Subscription

Key benefits of Intuit ProSeries Tax

• Intuit ProSeries Tax includes a forms bar, which allows organizations to input tax return details and locate and fix errors to streamline data entry operations.

• The application helps clients view, monitor, and manage electronic returns, track progress and status of applications, and utilize to-do lists to organize tasks.

• Businesses can use the Intuit ProSeries Tax to create client checklists based on previous year returns and email encrypted versions to clients via email.

• Intuit ProSeries Tax offers customized billing capabilities, which allow enterprises to define custom billing for clients using a variety of methods including hourly fees, per form charges, or flat fees.

• The task scheduler functionality enables administrators to automate the downloading of updates and e-filing of acknowledgements.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$450,00/year

  • Free Trial
  • Subscription

Images

Intuit ProSeries Tax client status maintenance
Intuit ProSeries Tax K-1 import
Intuit ProSeries Tax task scheduler
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Intuit ProSeries Tax video
Intuit ProSeries Tax screenshot: Intuit ProSeries Tax client status maintenance Intuit ProSeries Tax screenshot: Intuit ProSeries Tax K-1 import Intuit ProSeries Tax screenshot: Intuit ProSeries Tax task scheduler

Features

Total features of Intuit ProSeries Tax: 26

  • Audit Trail
  • Client Management
  • Client Portal
  • Data Import
  • Data Visualization
  • Diagnostic Tools
  • Digital Signature
  • Document Management
  • Email Notifications
  • Expense Tracking
  • Forms Management
  • Issue Tracking
  • Monitoring
  • Password Management
  • Progress Tracking
  • Real Time Updates
  • Returns Management
  • Sales Tax Management
  • Scheduling
  • Spend Analysis
  • Status Tracking
  • Task Scheduling
  • Third Party Integration
  • To-Do List
  • User Management
  • Workflow Management

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Reviews

Overall rating

4,1 /5
(128)
Value for Money
3,7/5
Features
4,1/5
Ease of Use
4,3/5
Customer Support
3,7/5

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Showing 5 reviews of 128
Jason O.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Great Software for Tax Professionals

Reviewed on 2019/05/04

I have a good experience with this software year after year. I would recommend it.

I have a good experience with this software year after year. I would recommend it.

Pros

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.

Cons

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.

Michael C.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Intuit's ProSeries is easiest to learn and to use.

Reviewed on 2017/09/26

It's consider the Best tax software to learn and to use because of its overall simplicity of its...

It's consider the Best tax software to learn and to use because of its overall simplicity of its interface and functionality.
The costs to that is the lack of available forms, mediocre tech support, rising price and growing limitations (see Cons).
The company does NOT really listen to users in ADDING forms/worksheets which is one of the biggest complaints.

Pros

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.

Cons

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 feature and has VERY LIMITED features like Backup options or the ability to Truncate years to backup! Also, can NOT be used to Import Scanned doc info into ProSeries!
Do NOT use ProSeries Basic as it removes much of the Functionality of the ProSeries Prof version as it done to keep the price low and meant primarily for 1040 users for simpler returns. Intuit does NOT limit the functionality of ProSeries Pro version to use the Basic features so you'll need to buy the Basic version which is Very STUPID! Other tax software makers just LIMIT their programs' functionality while using ONE version instead of Dumbing it down to sell!

Mark D.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Buyer Beware

Reviewed on 2020/04/30

Pros

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.

Cons

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.

Roger G.
Overall rating
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Intuit Pro-Series Tax Prep Software

Reviewed on 2016/12/10

The software is an easy functionality transition if one is familiar with turbotax, another Intuit...

The software is an easy functionality transition if one is familiar with turbotax, another Intuit product. It has more advanced features useful to a professional and some interesting helpful aids.

Pros

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.

Cons

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 to Pro-Series! Now that's a trip and a very misleading statement from their sales force if one has to purchase this year's turbotax in order to do the conversion!\
The file system is a bit awkward also in that you must designate a place for ALL the client files. We like to keep a client's files together, the data file from the tax software along with W-2's, 1099s, K-1s etc in a file under the client's name and not group the tax software file with other client's. Once one gets used to this, it is workable but if you move a file you get a lot of strange reactions to the program. While it doesn't cause errors in the tax file or calculation, it will not print or e-file a return even if you launch the program from the data file location!

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 10 000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Easy to use tax preparation software

Reviewed on 2020/01/08

Pros

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.

Cons

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.

Showing 5 reviews of 128 Read all reviews

Intuit ProSeries Tax FAQs

Below are some frequently asked questions for Intuit ProSeries Tax.

Intuit ProSeries Tax offers the following pricing plans:

  • Starting from: US$450,00/year
  • Pricing model: Subscription
  • Free Trial: Available

Intuit ProSeries Tax is offered across two pricing plans, outlined below. A free trial is also available. ProSeries Basic Basic 20 (1040 only): $450 per year Basic 50 (1040 only): $769 per year Basic Unlimited (1040 only): $1,130 per year ProSeries Professional Pay-Per-Return: $340 per year 1040 Complete: $1,190 per year Contact Intuit for Choice 2003 and Power Tax Library plans pricing details.

Intuit ProSeries Tax offers the following features:

  • Audit Trail

Intuit ProSeries Tax has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Intuit ProSeries Tax supports the following languages:

English

We do not have any information about what devices Intuit ProSeries Tax supports

Intuit ProSeries Tax integrates with the following applications:

ProfitCents

Intuit ProSeries Tax offers the following support options:

FAQs, Knowledge Base, Phone Support, Video Tutorials

Related categories

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