# Page 2 | ProSeries Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is ProSeries Tax the right Corporate Tax solution for you? Explore 164 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews --- ProSeries Tax 4 (164) [View alternatives](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of ProSeries Tax ## Showing most helpful reviews Showing 26-50 of 164 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LR LUIS R. ACCOUNTANT Accounting Used the software for: 2+ years ### "PRECIO DE UN SOFTWARE" January 22, 2026 5.0 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 VO Vincent O. Owner Accounting Used the software for: 2+ years ### "Proseries Standards" March 17, 2025 3.0 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 RC Rafael C. Tax Accountant Accounting Used the software for: 2+ years ### "Lacerte Platform" March 17, 2019 5.0 This junk is the biggest mistake I have ever done by buying this junk. Pros Can handle any tax situation. Lots of difficult to read worksheet Cons The plant form. Is the biggest junk there is, every time you install an update you most reboot your computer or even worse your server. What a crap platform for such a good tax program. The junk platform out ways the functionality of the program. Imaging working from home, you need to install an update, and you are required to reboot the fucking server, and you are not the administrator. Review Source TD Traci D. Owner Accounting Used the software for: 2+ years ### "ProSeries Tax" February 3, 2025 4.0 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 MV Meghan V. Lead Teacher Child Day Care Services Used the software for: 6-12 months ### "ProSeries Tax Review " March 30, 2025 5.0 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 DO David O. Preparador de income tax Financial Services Used the software for: 2+ years ### "Excelente sistema para el calculo y proceso de impuestos" December 19, 2023 5.0 Excelente sistema que inccorpora el proceso de las declaraciones de impuestos personales, y de corporaciones. Pros Proseries tiene la gran ventaja de incorporar todos los estados de este pais que reportan impuestos estatales, asi como tambien incorporan impuestos de todas las entidades corporativas que se manejan. Cons Me gustaria que el personal de Proseries sean agentes de varios idiomas, ya que hay una gran diversidad de razas en este pais, no solo en el usuarion del sistema, si no tambien en la informacion a clientes. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) El sistema de Proseries tiene todos los formatos y formas que se requieren para el completo proceso de las declaraciones de impuestos. Review Source MD Mark D. Owner Accounting Used the software for: 2+ years ### "Buyer Beware" April 30, 2020 3.0 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. Reason for choosing ProSeries Tax The reason I switched was the 'client presentation'. This is an extra document to give to my clients explaining their tax return. At the end of the day, my clients come back to see me and don't care what software I use or extra documents I give them. I pay quite a bit more for this document and I've found the software doesn't do a great job on the city returns. I'd be happier if the customer support was responsive and it left a bitter taste when I found out I was on auto renewal and couldn't just opt-out. Review Source MC Michael C. Owner Accounting Used the software for: 2+ years ### "Intuit's ProSeries is easiest to learn and to use." September 26, 2017 4.0 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! Review Source LH Linda H. Owner Accounting Used the software for: 2+ years ### "I've been using ProSeries for 10+ years... and I have foreign clients...." October 27, 2018 5.0 If you have foreign-based tax clients, or domestic clients with foreign earned income, Proseries works flawlessly. If you prefer a forms-based software, Proseries is the best, with little-to-no jumping around to various screens. Pros \- Input: It works well as forms-based, unlike other "forms-based input" programs who have a pop-up window saying, "you can't information here, go to the ....". Proseries has worksheets built into the actual forms (Schedule B, C, etc.) - Very easy to work with. - Foreign: Works well with Preparers who have a foreign address (me) AND Clients with foreign addresses (all my clients). Whoever wrote that it won't, well, they don't know what they are talking about. Foreign income flows to the 1040 simply by checking a box, rather than having to fill out a "substitute W-2" like most other tax software. - No need to fill out a 1099 for interest or dividend income, like most other software. Proseries has a simple worksheet within the schedule B form. (Foreign clients do not receive US government forms like the 1099s or W-2s.) - ProSeries works extremely well for professionals who understand tax. (I can't speak for newbies who have no idea what form goes with what income/expense/etc., and don't really understand how everything flows to the actual return.) - Foreign Reporting: FBAR. E-filing of the Form 114 (FBAR) is within each tax client and is e-filed with the 1040 and states. All returns, including states and the FBAR are in the homebase and in the e-file center. Easy! Cons \- PRICE! - The Online version is not as good as the desktop version. Pity. - Small complaint: The Form 1116 explanation isn't self-populating (Foreign Tax reduction). - Small complaint: Not being able to open more than one return at a time, such as when working with 8615 or an 8854 (dual status return/statement). - Small complaint: Form 8938 not populating Treasury form 114 (FBAR) or vice versa. Review Source BH BARRY H. CPA Accounting Used the software for: 6-12 months ### "DISAPPOINTED" May 9, 2017 3.0 Pros THE 1040s WERE EASY TO USE BECAUSE OF THE WORKSHEETS. THE HELP KEY WAS USEFUL IN THE 1040 BUT IT IS NOT AVAILABLE FOR THE BUSINESS RETURNS. Cons Business: With 1065, 1041, & 1120s most of the times the shareholder, trustee, partner is an officer or TMP. On their K-1 worksheets shareholder/partner worksheet just have a box to check and the program automatically transfers the information to the officer/TMO/general partner on page 1. When importing K-1s should auto update the old K-1s should not have to delete K-1s and then import. Also whenever a 1120s/1041/1065 is changed the linked 1040 should be notified when the preparer opens it to update the return. Be able to do Grantor Trust returns, populating the return. Import K-1s from within the program to 1120s. Mass asset disposition(BULK SALE) LINKED TO of fixed asset worksheets. Populate the Balance from the fixed asset work sheets for cost and accumulated depreciation. On the depreciation report subtract the sold assets after they are totaled. PROGRAM SHOULD ALLOW US TO EFILE 1041s WITH FOREIGN TAX CREDITS. THE “WHERE TO ENTER” (HELP) SHOULD BE AVAILABLE ON THE BUSINESS RETURNS ALSO. Personal: W-2s/1099s – By putting the FEI # the w-2 should populate the worksheets. 1040 when starting a dependent tax return the program should get all the information when the SS# is entered. PUT RENTAL INCOME/LOSS AND ORDINARY INCOME/LOSS ON THE SAME K-1. Software cannot add more than 1 person to 1095-A part 4 sharing of insurance policies Printing Need to select: Letters, Invoice, and tax return to print all at once. Letters sold respond to forms being filed, such as 1040x, 4865, etc. with mailing instructions. EFILING Have more sorting options such as 1040s, 1120Ss, etc. Software auto sends an email that the return was filed. We client always ask for confirmation if not. Review Source NG Natalie G. Pricipal Financial Services Used the software for: 2+ years ### "Reliable everytime" July 8, 2023 5.0 Never had an issue, have used them for 18 years. Pros Efficient because it has all the forms that I need even for complex return. Cons The price. It is the most expensive program out there. Review Source GP Glen P. Manager Accounting Used the software for: 2+ years ### "Do not invest in ProSeries Professional - support is not knowledgeable or responsive" April 3, 2021 1.0 Pros The interface is easy to use. There is not much else to like about it. Cons We rarely, if ever, get through to a support person. When we do reach a support person, it is always a first-level support person who does not understand the tax question or the technical questions we pose. They are "not allowed" to transfer phone calls to someone who might understand the question according to one support person we spoke with recently, and the supervisors who assist in the background also seem to have little tax knowledge or hands on experience with the software. The list of defects is endless - the CT EITC form does not work correctly, the software does not pass on to a Connecticut part-year return a 1099R distribution, and it does not pass on to a Connecticut resident return a 1099R with a distribution code PJ in box 7, and the list goes on and on. Maybe one star rating on a good day for the software and none for their support. Reason for choosing ProSeries Tax The pricing was comparable, and we thought the interface was easier. Review Source SD Sarah D. Staff Accountant Accounting Used the software for: 6-12 months ### "Smooth Sailing" May 22, 2018 4.0 I mentioned earlier that the Customer Service was very helpful and they always resolved my issue when I had to call in. I also really enjoyed the fact that if you had only purchased the Unlimited 1040 returns, as I had, it was very simple to add on the 1120S returns and 1065 returns for S-Corporations and Partnership returns. My firm prepares a variety of business returns and individual returns so being able to add the capability of each return type was definitely a plus for me! I would recommend this software for those Accountants who are just starting out and might not know how many tax returns they will be preparing at first or even what types of tax returns they will be preparing. Intuit was happy to help figure out the best value for my situation. Pros This product is very easy to maneuver and move around and within. I came from a background using a different tax software, but was recommended by a colleague to purchase ProSeries for the cost benefit. I was impressed that the software was able to handle the workload over this recent tax season (400+ tax returns) I was also impressed that it was very easy to work with Customer Support on an issue and also to add different Tax Return types within your software program. It was very simple to add on 990 returns for Non-Profit Organizations when I had initially only purchased unlimited 1040 returns. Cons One of the things I did not care for with the ProSeries software was the lack of "background" inputting for the return information. The software is more "Form" based and does not provide an in depth separate place/area for inputting the return information. It was not hard to get used to this, but I guess comparing ProSeries to other software, I sort of missed the additional background level where the information is input first. Review Source VR Verified Reviewer Assistant Tax Advisor Accounting Used the software for: 1-2 years ### "Easy to use tax preparation software" January 8, 2020 5.0 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. Review Source SJ Stephen J. Owner Construction Used the software for: 1-2 years ### "Great place to do your taxes . " March 10, 2021 5.0 Love it I'm doing my own taxes from here on out . I loved it . So simple . Try it you can do a practice run with their estimate for free no cost at all . What can you lose on that ? Pros It's awesome they walk you though it step by step asking you everything they need to ask to find out the best way for you to file. They even have an estimate you can do before you file that will tell you about what your looking at which was awesome. I filed my taxes for 49.00 which was the cheapest I've ever done my taxes for they estimated me getting around 4,500 back case I have three kids I take care of , and I got back 4,688 which was pretty accurate considering I rounded off my amounts to make an easier estimate . Great program easy to use I would recommend everyone to try it it's really simple and you don't have to know anything about filing taxes it does it all for you if you can answer simple basic questions about yourself and your work . Cons I really can't say anything bad it was so simple and easy and saved me a ton of money . I would be ungrateful to say anything bad about this company because it really is the easiest . It was harder for me to go to H&R block and pay those hidden fees they don't really tell you they re charging you especially knowing how simple it was on my own with this program . Great program I give them 10 out of 10 on ease and affordable also a 10 . Review Source DB David B. Partner Accounting Used the software for: 2+ years ### "They won't support windows 11. Can't select forms to print and support won't help." September 5, 2023 3.0 Support of a major issue was basically blown off. Said they can't help me and won't be looking into it. NEVER HAD SUCH LOUSY SUPPORT IN THE 23 YEARS OF USING TAX SOFTWARE. Pros Used to be problem free, but no longer. Boxes don't fit in print window. Cons Support won't help fix a problem making this program essentially useless now after installing on brand new Lenovo Thinkpad Windows 11 Pro workstation. Support basically said they won't look into this or escalate. Review Source Kali A. Assistant County Attorney Law Practice Used the software for: 2+ years ### "Great Tax Software Program" May 15, 2019 4.0 Overall, Intuit ProSeries Tax is a good program that helps me achieve my goals when it comes to tax preparation. Pros This software is easy to use. It has a find feature that allows you to search for the areas of information that you want to input. It also auto-calculates so you can look at your calculations throughout the process and see what your clients will be paying or receiving back. Cons This software can be semi-confusing when attempting to input longer documents, such as a K1 or 1099 from an investment company. Some of the screens could be simplified in order to allow for easier input or to help discern where certain information needs to go within the program. Review Source Response from Intuit May 16, 2019 Hi Kali. If you ever have any questions about entering longer documents, please let us know on Facebook (Intuit QuickBooks) or Twitter (@QBCares) so we can reach out and assist you when doing that. All the best, Grant, The QuickBooks Team CP Curt P. Owenr Accounting Used the software for: 2+ years ### "Proseries Professional Backslides" April 25, 2019 3.0 ProSeries Professional seems to be having more problems than they have had in the past. Trying to get through to their tech support is terrible. Pros The ease of use of the program. They finally added a feature to collapse deprecation items. Cons 1) Doesn't pull fields from Federal to State when it should 2) Doesn't pull info from prior years for many fields that it should, you have to retype info every year 3) System would crash frequently this year (2018 tax returns), never had those problems in prior years 4) Software Error on PA extension Rev-276, but couldn't get Intuit/ProSeries to fix it, had to turn off error check when filing finished return, not good. 5) Many software issues at the beginning of the tax year, they did get fixed, but they shouldn't have been issues to begin with. They weren't issues in previous years. Review Source RG Roger G. Pres Used the software for: Less than 6 months ### "Intuit Pro-Series Tax Prep Software" December 10, 2016 4.0 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! Review Source JO Jason O. Financial Advisor & Tax Consultant Financial Services Used the software for: 2+ years ### "Great Software for Tax Professionals" May 4, 2019 5.0 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. Review Source RM ROB M. PRESIDENT Accounting Used the software for: 2+ years ### "GREAT TAX SOFTWARE " January 30, 2020 5.0 I have been with them for over 20 years. I think for the money this will be perfect for most small tax practices. Pros They do a good job of programming and carrying forward the necessary information. They are constantly updating and making better during tax season. Cons Sometimes the improvements are not. We use to be able to print to 1 big PDF the client letter and the return, now it comes in 2 pdfs. Makes it difficult because we store it first in PDF format first. When there is an operating system up date or complete change like going to windows 10, there seems to be lots of crashes and make processing tax returns difficult. Reason for choosing ProSeries Tax Other professional friends were using the same software. Review Source VR Verified Reviewer Accountant Used the software for: 2+ years ### "Intuit's ProSeries cannot be beaten in the tax industry, there's reason they are the gold standard" July 10, 2018 5.0 The benefits from this software are many. The first one that springs to my mind that is unique in the tax field, is the jump back ability. If you know where something is supposed to flow to the tax return, you can right click on that field and have it take you to where you input that information in. On more complex issues it might only take you to the general area to fill in. Pros The thing I like most about this software is the fact I can easily over ride any specific tax issue, and reporting issues that need to be fixed is not that difficult at all, and Intuit responds quickly to fix those issues. Cons The thing I like least about this software is the price - it is definitely not cheap, but the increase of productivity is definitely worth the price. Review Source RR Rachel R. Enrolled Agent Accounting Used the software for: 2+ years ### "Pricey" June 19, 2023 4.0 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. Review Source JW Josh W. Tax Accountant III Hospitality Used the software for: 2+ years ### "Intuit Proseries Tax" December 5, 2018 4.0 Overall very good tax software for the price, easy to use and do what is most important but if you are looking for a software to tackle significant multi state returns, then I would look elsewhere especially if there any special allocations. Pros The software is extremely easy to use, my first day at my job I was able to begin working on tax returns and was able to identify where the forms are, tax information needs entered, and check for errors in entries. Cons The software does not have great quality when dealing with multi-state tax returns, we have looked into bringing in another software because multi state is a challenge. Review Source TN Tina N. tax preparer Accounting Used the software for: 2+ years ### "successful" January 27, 2023 5.0 good Pros Easy to understandBeen using it over 20 years Cons customer support when there is a problem Reason for choosing ProSeries Tax Referred by another customer of proseries Review Source Similar Products Featured ## Related categories [Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/)