# Compare UltraTax CS vs ProSeries Tax 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare UltraTax CS and ProSeries Tax based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/79430-249725/eDiscovery-Point-vs-Intuit-ProSeries-Tax

---

# UltraTax CS vs ProSeries Tax Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

UltraTax CSProSeries Tax2/4 selected

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.6 (25)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[4.0 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

[## UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.6 (25)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

Starting Price

CA$2500.00/year

Value-for-Money

3.3

Functionality

3.5

Ease of Use

3.4

Customer Service

2.9

Reviews Sentiment

AW

DB

SB

Based on [25 reviews](#user-reviews)

Positive

17

Neutral

2

Negative

6

[## ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[4.0 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.6

Functionality

4

Ease of Use

4.1

Customer Service

3.6

Reviews Sentiment

Based on [164 reviews](#user-reviews)

Positive

121

Neutral

24

Negative

19

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## Send this comparison chart to my inbox

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## Summary

* * *

Features in Tax Preparation Software

13 / 45

Only UltraTax CS

-   Compliance Management
-   Customizable Templates
-   Workflow Management

Best performer

19 / 45

Only ProSeries Tax

-   Alerts/Notifications
-   Billing & Invoicing
-   Digital Signature

User satisfaction

User satisfaction

3.6

User reviews[25](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

Ease of use

3.4

Functionality

3.5

Value for money

3.3

Customer support

2.9

User satisfaction

4.0

User reviews[164](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

Ease of use

4.1

Functionality

4.0

Value for money

3.6

Customer support

3.6

Price starts from

Price starts from

CA$2500Flat Rate, Per Year

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Designed for law firms and government entities, it is an electronic discovery solution that helps businesses create assignments, process data assessments, and send further for review.

Best for

Intuit ProSeries Tax is for small to mid-sized firms wanting a professional tax software that offers simple forms-based screens and one-click access to calculation details to easily file returns.

## User reviews

Pros & cons

AW

Ashley W.

CPA

> "User-friendly, ease of use, customer support is always available, diagnostics when completing a return"

[See full review](https://www.capterra.com/p/79430/eDiscovery-Point/#Capterra___7044645)

DB

Derek B.

Owner

> "I always say you get what you pay for but the UT pricing is well above the competition and the sales team is slow to respond and doesn't help the small..."

[See full review](https://www.capterra.com/p/79430/eDiscovery-Point/#Capterra___6822361)

[View Reviews](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

NB

Neal B.

Office Manager Tax Accountant

> "I like the ability to create letters in proseries and invoice the client."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___7093912)

VO

Vincent O.

Owner

> "They only provide two major packages a 200 return package and an unlimited nothing in bewteen so it..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___6744348)

Hannah H.

Tax Preparer

> "Love that it helps you with the review process."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___7145001)

RZ

Renata Z.

Naturopathic Doctor

> "A lot of fields and as someone who does everything themselves, it was a bit time consuming and I didn't..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___7072511)

MV

Meghan V.

Lead Teacher

> "I liked that I was able to get my W2 forms easily."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___6761786)

DB

David B.

Partner

> "Support won't help fix a problem making this program essentially useless now after installing on brand..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___5010955)

MV

Meghan V.

Lead Teacher

> "It was easy to use ProSeries Tax for my needs."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___6761786)

RR

Rachel R.

Enrolled Agent

> "I was missing many state tax forms that I feel for over $5,000 the program should have."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___4863604)

JJ

Justin J.

Accountant

> "ProSeries has all of the functions that you would expect from professional tax software."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___6222959)

MJ

Michelle J.

Senior Accountant

> "I would not recommend if you have numerous complex returns. If you have experienced personnel you may..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___4318847)

SJ

Stephen J.

Owner

> "I filed my taxes for 49.00 which was the cheapest I've ever done my taxes for they estimated me getting..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2743826)

NG

Natalie G.

Pricipal

> "It is the most expensive program out there."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___4901351)

SO

Samuel O.

CPA

> "For the quality they deliver with their pricing I think ProSeries should definitely be a serious..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3358593)

DB

David B.

Partner

> "NEVER HAD SUCH LOUSY SUPPORT IN THE 23 YEARS OF USING TAX SOFTWARE. "

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___5010955)

MA

Maria A.

Tax professional

> "The review feature is great."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3522879)

KT

KS T.

Owner

> "Not intuitive."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#SoftwareAdvice___6179227)

MNG

Mgcini Norman G.

MD

> "The software is very easy to recognize and it workflow, walking the user thru earnings and deductions."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2948744)

JJ

Julia J.

FINANCE DIRECTOR

> "Very Expensive and wish it had better options like pay per client."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3536855)

TG

Terri G.

Freelance

> "Excellent product with great features helping me run my office much smother."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3461666)

KL

Kathleen L.

owner

> "I am so upset today I have been on the phone for two hours The program will not open up."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___4615330)

VR

Verified Reviewer

Accountant

> "I’m an entry level accountant and ProSeries is probably the easiest way to learn how to do taxes."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2875305)

MNG

Mgcini Norman G.

MD

> "The price of the product is getting very excessive .It takes too long to load to get to the primary..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2948744)

SO

Samuel O.

CPA

> "Proseries is really great for those tax professionals who know what they need to work on and want to..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3358593)

VR

Verified Reviewer

Accountant

> "The interface still seems a bit archaic and the database can be quite messy sometimes."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2875305)

SJ

Stephen J.

Owner

> "They even have an estimate you can do before you file that will tell you about what your looking at..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2743826)

AS

Asner S.

Owne

> "Price discrimination hurts growth and destroy loyalty."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3249153)

JC

Jose C.

Lead Client Experience Manager

> "We installed it for a customer and it was very easy to do so."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___3021016)

GD

GEORGE D.

Retired

> "The software could be frustrating because it was difficult often difficult to determine where to enter..."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2803855)

VR

Verified Reviewer

CTO

> "It's so easy to use and teach people how to use the software. "

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2966296)

ZW

Zach W.

CPA

> "Intuit doesn't even have any customer service."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2772727)

MNG

Mgcini Norman G.

MD

> "Ease of use and on line assist."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2948744)

ZW

Zach W.

CPA

> "DO NOT WASTE YOUR MONEY."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2772727)

SJ

Stephen J.

Owner

> "So simple ."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2743826)

ZW

Zach W.

CPA

> "It's ridiculous considering the cost."

[See full review](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#Capterra___2772727)

[View Reviews](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

## User interface

No images or videos  
provided by vendor

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)

3.96 (164)

### Features

UltraTax CS

13/45

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Customizable Templates
-   Data Import/Export
-   Digital Signature
-   Document Management
-   Document Storage
-   Due Date Tracking
-   Electronic Payments
-   For Tax Practices
-   Generative AI
-   Invoice Processing
-   Mobile Access
-   Multi-Currency
-   Property Tax Management
-   Real-Time Data
-   Receipt Management
-   Refund Management
-   Reminders
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Taxation & Assessment
-   Tax Calculation
-   Tax Compliance
-   Tax Filing
-   Tax Forms
-   Tax Management
-   Tax Planning
-   Third-Party Integrations
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/79430/eDiscovery-Point/#features)

ProSeries Tax

Top features

19/45

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Customizable Templates
-   Data Import/Export
-   Digital Signature
-   Document Management
-   Document Storage
-   Due Date Tracking
-   Electronic Payments
-   For Tax Practices
-   Generative AI
-   Invoice Processing
-   Mobile Access
-   Multi-Currency
-   Property Tax Management
-   Real-Time Data
-   Receipt Management
-   Refund Management
-   Reminders
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Taxation & Assessment
-   Tax Calculation
-   Tax Compliance
-   Tax Filing
-   Tax Forms
-   Tax Management
-   Tax Planning
-   Third-Party Integrations
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/#features)

### Recognition

No recognitions have been awarded to UltraTax CS

No recognitions have been awarded to ProSeries Tax

### Deployment & support

UltraTax CS

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

ProSeries Tax

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

UltraTax CS

-   By Thomson Reuters
-   Located in Canada
-   Founded in 2008

ProSeries Tax

-   By Intuit
-   Located in United States
-   Founded in 1983

## Popular Comparisons

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.56 (25)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

vs

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CA$2500/year

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Features

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Ease of Use

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[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

vs

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Contact vendor for pricing

Price

$800/year

4.0

Features

4.6

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/186749-249725/TaxDome-vs-Intuit-ProSeries-Tax)

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[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

vs

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Contact vendor for pricing

Price

$695/year

4.0

Features

4.5

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/179883-249725/my-TAXprep-office-vs-Intuit-ProSeries-Tax)

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.56 (25)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

vs

[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/)[4.51 (273)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/)

CA$2500/year

Price

$170one time

3.5

Features

4.5

3.4

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/79430-179846/eDiscovery-Point-vs-TurboxTax-Business)

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

vs

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Contact vendor for pricing

Price

$349.99one time

4.0

Features

3.7

4.1

Ease of Use

3.8

[View full comparison](https://www.capterra.com/compare/176133-249725/Drake-Tax-vs-Intuit-ProSeries-Tax)

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CA$2500/year

Price

$349.99one time

3.5

Features

3.7

3.4

Ease of Use

3.8

[View full comparison](https://www.capterra.com/compare/79430-176133/eDiscovery-Point-vs-Drake-Tax)

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

vs

[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/)[4.51 (273)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/)

Contact vendor for pricing

Price

$170one time

4.0

Features

4.5

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/179846-249725/TurboxTax-Business-vs-Intuit-ProSeries-Tax)

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[3.56 (25)](https://www.capterra.com/p/79430/eDiscovery-Point/reviews/)

vs

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[4.06 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

CA$2500/year

Price

$429/year

3.5

Features

4.4

3.4

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/79430-249726/eDiscovery-Point-vs-Lacerte-Tax)

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

vs

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Contact vendor for pricing

Price

$429/year

4.0

Features

4.4

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/249725-249726/Intuit-ProSeries-Tax-vs-Lacerte-Tax)

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[3.96 (164)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

vs

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[4.22 (23)](https://www.capterra.com/p/249727/ProConnect-Tax/reviews/)

Contact vendor for pricing

Price

$94.95/year

4.0

Features

4.0

4.1

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/249725-249727/Intuit-ProSeries-Tax-vs-ProConnect-Tax)