--- title: "ProSeries Tax Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ProSeries Tax Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more." source_url: "https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # ProSeries Tax Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) ProSeries Tax ## What is ProSeries Tax? Intuit ProSeries Tax is the easy-to-use professional tax software that helps you get through returns quickly and accurately. Its comprehensive diagnostics instantly pinpoint where errors are and where to fix them. The tax preparer software has over 3,700 forms that span every individual client or business tax scenario across the United States. It also has 27 time-saving tools, transparent workflows, and integrated options such as cloud hosting, electronic signature tools, and more. ## What is ProSeries Tax used for? [Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/)[Sales Tax](https://www.capterra.com/sales-tax-software/) Top alternative Featured Overall rating Based on 164 user reviews Reviews sentiment Positive 74% Neutral 15% Negative 11% Pros & cons Intuitive and accessible interface Unreliable customer assistance experience Starting price $579 Flat Rate, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ProSeries Tax?[Manage this product listing](https://www.g2.com/products/intuit-proseries-tax/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ProSeries Tax 4.0 (164) VS. [4.0 (365)](https://www.capterra.com/p/75673/AvaTax/reviews/) Starting Price $579 Flat Rate Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (164) Ease Of Use 3.8 (3,628) Value For Money 3.6 (141) Value For Money 3.6 (3,037) Customer Service 3.6 (134) Customer Service 3.4 (2,934) ## ProSeries Tax alternatives [4.2 (2,080)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,628)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.6 (241)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $895.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (116)](https://www.capterra.com/p/176133/Drake-Tax/reviews/) Starting price $349.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 66% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176133/Drake-Tax/) [View all alternatives](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/alternatives/) ## FAQs about ProSeries Tax Overview ### What problems does ProSeries Tax solve? ProSeries Tax solves the problem of fragmented tax-return preparation by bringing federal, state, individual, and business forms into a guided, forms-based workflow. It reduces rekeying through imports from QuickBooks, financial institutions, and prior-year returns, while calculations, error checks, and e-filing support accurate filing. Tax preparers, small and midsize practices, and accounting teams benefit most. Answer based on 103 reviews Overview ### Which roles and teams benefit most from ProSeries Tax? ProSeries Tax is most used by owners, principals, presidents, and CEOs of tax practices, who oversee client returns, compliance deadlines, and firm operations. CPAs, accountants, enrolled agents, and tax preparers use it to prepare and file individual and business returns, while managers and office managers coordinate workloads, review progress, and support staff. Answer based on 164 reviews Overview ### What company size and industries is ProSeries Tax built for? ProSeries Tax is for small firms, which represent 94% of reviewers, primarily in accounting at 58%. It is also used by financial services firms (6%) and retail businesses (5%), with limited adoption among enterprise (4%) and midsize organizations (2%). Its common use case is tax preparation. Answer based on 164 reviews Features and Usability ### What are the key features of ProSeries Tax? ProSeries Tax includes core tax preparation features such as forms-based input, tax calculation, error diagnostics, electronic filing, and prior-year data transfer. Reviewers also discuss client management, invoicing, customizable client letters, and QuickBooks integration. Differentiating workflow aids include Where Do I Enter help, linked schedules, interview mode, and support for individual and business returns. Answer based on 71 reviews Pricing ### How much does it cost and what fees or limitations are included? ProSeries Tax starts at $409 per year for ProSeries Professional, which includes pay-per-return 1040s and charges $55 per state business return. ProSeries Basic costs 579 per year, supporting one state, 20 Form 1040s, and 20 individual state returns. Reviewers cite rising prices and limited Basic functionality. Answer based on 53 reviews Getting Started and Support ### What training and onboarding options does ProSeries Tax offer? ProSeries Tax provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided instruction, while documentation and videos give teams written and visual reference materials for self-paced learning and feature review. Answer based on 9 reviews Getting Started and Support ### What customer support options does ProSeries Tax offer, and how do users rate the experience? ProSeries Tax offers email/help desk, FAQ/forum, knowledge base, and phone support. Users report that help resources can resolve routine questions and some phone representatives stay involved until issues are fixed. However, many reviewers cite long phone waits, difficulty reaching knowledgeable agents, limited escalation, and inconsistent troubleshooting during tax season. Answer based on 66 reviews Features and Usability ### How well does ProSeries Tax handle tax preparation? ProSeries Tax supports forms-based return preparation with guided input, error checks, linked schedules, and electronic filing. Small and mid-sized tax firms value its organized workflow, override options, and support for individual and business returns. However, preparers handling complex multi-state work may encounter calculation issues, delayed state availability, or cumbersome file conversion. Answer based on 71 reviews Features and Usability ### How easy is tax filing with ProSeries Tax? ProSeries Tax makes tax filing easier through guided forms, built-in calculations, error checks, e-filing tools, and state return support. Accountants and experienced preparers find it helps organize returns and identify missing information. New users can learn the workflow quickly, though imported prior-year files and fixed file locations can complicate printing or e-filing. Answer based on 32 reviews ## Pros and Cons Intuitive and accessible interface 95% positive reviews out of 66 Most reviewers describe ease of use as a key benefit, highlighting intuitive navigation, simple data entry, and a user-friendly interface that accommodates both beginners and experienced users. Unreliable customer assistance experience 56% negative reviews out of 54 Most reviewers indicate customer support is slow, difficult to reach, and often unhelpful, with long wait times and inexperienced representatives. David B. Partner, 2 - 10 employees. "Support won't help fix a problem making this program essentially useless now after installing on brand new Lenovo Thinkpad Windows 11 Pro workstation." ## Features AI summary Based on 250 Corporate Tax reviews Capterra data shows that buyers of corporate tax software rank the following features as their top priorities: - **Tax Filing** (**74%** of reviewers rated this feature as critical) - **Tax Forms** (**66%**) - **Tax Calculation** (**74%**) ProSeries Tax supports all three of the features reviewers consider most important: **Tax Filing**, **Tax Forms**, and **Tax Calculation**. Together, these capabilities help businesses prepare returns accurately, manage required documentation more efficiently, and calculate tax obligations with greater confidence, allowing teams to reduce manual work and keep corporate tax processes on track. Tax Filing 4.4 (9) 144.44% of 9 reviewers that rated this feature as important or highly important The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Tax Forms 4.0 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Declaration of income made to tax authorities Tax Calculation 4.5 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Accounting 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Electronic Filing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Transmit documents to regulatory authorities over the web Status Tracking 4.2 (12) 75.00% of 12 reviewers that rated this feature as important or highly important Track the status over time for a request, process, asset, or transaction ProSeries Tax 25 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Filing: Transmit documents to regulatory authorities over the web - Email Reminders: Reminders sent via email - For Tax Practices: Designed for tax practices - QuickBooks Integration: Integrates with QuickBooks - Refund Management: Oversee the process of issuing refunds - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Tax Planning: Financial planning for tax purposes - Taxation & Assessment: Determining value of properties/purchases to calculate tax - Transaction Tracking: Track movement of transactions across accounts - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Features 4.0 (164) 4.0 Based on 164 reviews ## Pricing Value for money 3.6 (141) [View pricing plan details](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/pricing/) ProSeries Basic $579.00 Flat Rate,Per Year It includes: - 20 form 1040s - 20 individual state returns - 1 state supported ProSeries Professional $409.00 Flat Rate,Per Year It includes: - Pay-per-return on 1040s - $55 per state business return - Multiple-user access ProSeries Essential Pricing Not Available It includes: - Forms-based data input - 1000+ diagnostics - Transparent calculations - Request e-signatures from clients from within ProSeries - Unlimited W2/1099 filing ProSeries Plus Pricing Not Available It includes: - Remote accessibility for work and hiring - Enterprise-level security - Reduce IT hassles and costs ProSeries Advanced Pricing Not Available It includes: - Everything included in ProSeries Plus - Request eSignature from clients from within ProSeries - Let clients sign from anywhere Value for money 3.6 (141) 3.6 Based on 141 reviews ## Support, customer service and training options Customer Service 3.6 (134) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.6 (134) 3.6 Based on 134 reviews ## User reviews Overall rating 4.0 Based on 164 reviews Filter by rating 5(67) 4(53) 3(25) 2(7) 1(12) Mentioned topic Sorted by most recent Hannah H. Tax Preparer Accounting ### "Proseries Intuit" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2026 Love this software. Have been using it for over 10 years. We continue to purchase it year after year. Pros The ease of using the product to prepare tax returns. Love that it helps you with the review process. Cons There were a few glitches this year where files where rejected because it said the returns were missing 1095-a and they were not. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NB Neal B. Office Manager Tax Accountant Accounting ### "Proseries Is great for a small firm." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 11, 2026 Overall Proseries has been a positive experience. I like the ability to create letters in proseries and invoice the client. Pros We have been using Proseries since 2008. Every new hire that we have trained on this product has picked up on it quickly. They have great support for times when issues do arise. We can quickly export client list and address for annual mailings. The software is very well organized for inputting data. Since we have been with proseries for so long we get a very health discoun t on the cost. Cons There are only a few services compatible with proseries to take clients uploaded documents and automatically input them into proseries. And the ones that offer this capability are extremely proud of their products. The push updates out in the middle of the day, and force you to make everyone get out while the update is going on. And by the way, when they push an update they disable the ability to efile until the update is installed Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. XA Xavier A. Administrator Accounting ### "Not recommend" 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 January 25, 2026 Pros Normally they use to be ready for tax season before IRS open the season. It is nice software, but this year are not ready. Cons Tax Season opens January 26; however Arizona State will not be ready until February 7th. you will need to make your customers back because PROSERIES is not ready. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LR LUIS R. ACCOUNTANT Accounting ### "PRECIO DE UN SOFTWARE" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 January 22, 2026 ES UN BUEN PROGRAMA Y UN BUEN SERVICIO, ES UNA LASTIMA LO CARO QUE ES. ESTABA ACOSTUMBRADO A ESTE SOFTWARE, PERO NO CONSIDERARON QUE LOS EMPRESAS PEQUENAS NO PUEDEN ENFRENTAR ESOS COSTOS. Pros LO HE USADO POR ANOS, ES UN BUEN SOFTWARE Y PARA MI FACIL Y BUEN SERVICIO AL CLIENTE. TODOS ESTOS ULTIMOS ANOS EN QUE LO HE USADO ME HE SENTIDO SATISFECHO, ESTABA MUY FAMILIARIZADO CON ESTE PROGRMA. Cons TODOS LOS ANOS HAN AUMENTADO EL PRECIO Y ES DEMASIADO, HABIENDO COMPETENCIA QUE SE CREEN SON LOS UNICOS, YA ENCONTRE UN COMPETIDOR, QUE EL PRECIO NO SE PUEDE COMPARAR, HABLAN INGLES Y ESPANOS, MUY AMABLE SON. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Administrative Specialist Accounting ### "Software is Good - Training is Poor" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 1/10 January 12, 2026 Pros The tax software itself was user friendly, once you understood how to use it. The cost was comparable to other software systems. Cons Our firm received minimal training for this software, which made it really difficult to use the product. There was a lot of information we did not receive, and had to learn on our own. This could have been easily resolved had we received better training when we first onboarded. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RZ Renata Z. Naturopathic Doctor Alternative Medicine ### "Great option!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 January 3, 2026 Pros I really liked the ease of use, and it felt like the best bang for my buck when actually inputting all of the data Cons A lot of fields and as someone who does everything themselves, it was a bit time consuming and I didn't love that. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MV Meghan V. Lead Teacher Child Day Care Services ### "ProSeries Tax Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 30, 2025 It was easy to use ProSeries Tax for my needs. Pros I liked that I was able to get my W2 forms easily. Cons There wasn’t really anything that I didn’t like about ProSeries Tax. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VO Vincent O. Owner Accounting ### "Proseries Standards" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 March 17, 2025 Overall it isn't a bad software just hasn't improved and support has declined. Pros It is easy to use, flows well and professional. Cons No major improvements in the last 5 years, they started nickeling and diming you on such things as the cloud, esignatures. They only provide two major packages a 200 return package and an unlimited nothing in bewteen so it stifles your growth as a tax firm. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TD Traci D. Owner Accounting ### "ProSeries Tax" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 February 3, 2025 Have used them for many years until I wouldn’t get tech support. Pros It was nice because it worked with quickbooks and was easy to use. Cons They technical support needs to be improved. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Justin J. Accountant Accounting ### "Hard To Use and More Expensive Than Other Similar Programs" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 March 26, 2024 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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