# Page 3 | ProSeries Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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ProSeries Tax

4 (164)

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Last updated March 13th, 2026

# Page 3 - Reviews of ProSeries Tax

## Showing most helpful reviews

Showing 51-75 of 164 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Associate, Business Tax Services  
Accounting  
Used the software for: 2+ years

### "NON-COMPLEX AND EASY TAX PREP SOFTWARE"

October 16, 2018

5.0

Pros

The simplicity of Intuit’s interface is one of the reasons why I chose Intuit. It provided simple and easy features that anyone can learn. The document scanning allows a paperless documentation which is a great plus to any software, allows efficient e-filing. It is a very useful software.

Cons

The worksheets are very limited, especially during tax season. Also, tech support responds slowly to any reported problems, but once they respond, they really get into the problem and will try to figure out the problem.

Review Source

DC

Darlene C.  
Attorney  
Legal Services  
Used the software for: 2+ years

### "Tax Software Leader"

February 12, 2020

5.0

I've been using Pro Series to generate and efile tax returns since Intuit bought out Parsons decades ago.

Pros

Pro Series is easy to use even on complex returns. It is flexible. I prefer to go straight to the returns because I know which ones to use. But it can also guide you through with questions.

Cons

The price is very high for a small firm. It is the price that makes me look at other products. I am sure Intuit must be making a huge profit but it takes a serious bite out of mine.

Review Source

kL

kathleen L.  
owner  
Accounting  
Used the software for: 2+ years

### "will not resolve their tax software problem"

February 23, 2023

1.0

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

Pros

I have lost a days work they have a software problem and they want me to get a it tech.

Cons

It does not work The program will not open.

Review Source

DB

Debbie B.  
Bookkeeper  
  
Used the software for: 2+ years

### "Professional Tax Preparation"

February 14, 2019

5.0

Pros

Our Tax Preparation business would be ineffective without the expertise of Intuit ProSeries. We have relied on this software for many, many years and we can always be confident that the last changes in tax law will be effective in our final tax outcome.

Cons

This software is not cheap, but worth every penny. You really do get what you pay for. You'll need some basic tax knowledge when navigating the software, but I would hope that if you are using ProSeries, you are already a tax professional.

Review Source

GD

GEORGE D.  
Retired  
Retail  
Used the software for: 2+ years

### "Good Software for Smaller Firms"

April 15, 2021

3.0

Overall we like Intuit's software product, but as our practice grew we needed a more fully integrated product.

Pros

Intuit was one of the first relatively inexpensive software suites. It integrated with Quick Books and was a major step up from manual preparation.

Cons

The software could be frustrating because it was difficult often difficult to determine where to enter figures and/or locate where numbers were coming from. Anyone who has used their individual tax prep software will have encountered this problem.

Reason for choosing ProSeries Tax

n/a

Review Source

VR

Verified Reviewer  
Accountant  
Accounting  
Used the software for: 6-12 months

### "Wonderful"

May 28, 2021

5.0

Overall, I love pro series and am very impressed with the quality of work it does with such ease.

Pros

I’m an entry level accountant and ProSeries is probably the easiest way to learn how to do taxes. Very easy to implement and it teaches you a lot while you go.

Cons

The interface still seems a bit archaic and the database can be quite messy sometimes. Nothing is worse than when you lose info that you need for a client.

Review Source

SS

Susan S.  
Senior Accountant  
Accounting  
Used the software for: 2+ years

### "Used to prepare corporate taxes"

May 8, 2018

4.0

Good for preparing corporate returns.

Pros

This was a great product to prepare corporate taxes. It was user friendly, and quite easy to use. I would recommend for a small business that prepares mainly corporate returns.

Cons

I did not think the customer service was very good. Many times I would call with a simple question and be on hold for them for 30 minutes or more. Very frustrating!

Review Source

Response from Intuit

May 11, 2018

Thank you for being a loyal customer of Intuit, Susan. It's great to see that we've been able to help you get corporate taxes prepared with ease. If hold times are ever slowing your productivity, we have many channels to get the information you need: https://accountants-community.intuit.com/proconnect-proseries-us-en. Sean, The QuickBooks Team.

PL

Phil L.  
Enrolled Agent  
Management Consulting  
Used the software for: 2+ years

### "Best program in the middle price point range of tax software"

September 17, 2018

5.0

I started using Pro Series 30 years ago. Before it became part of the Intuit family of products. Over the years I have worked on many software packages. Having recently had the opportunity to use Pro Systems fx (a very high end product), for the vast majority of the returns the average practitioner would prepare, I would take Pro Series hands down.

Pros

Designed with the preparer in mind, intuitive navigation, clean linking with schedules and support screens, efficient e-filing, very good state return packages, variety of purchase package options, links with QuickBooks,

Cons

There are not a lot of cons in regard to the software. Heavy first year discounting leads to significant price increases in subsequent years.

Review Source

EK

Eric K.  
Financial Advisor  
Financial Services  
Used the software for: 2+ years

### "Great Software"

December 3, 2019

5.0

Our new employees that used the software could easily maneuver through the site and complete returns with confidence.

Pros

It was easy to use. Not everyone knows taxes so the software would give explanations to the questions so you don't make errors.

Cons

The software was good. It was reliable and helpful so I have nothing bad to say about it. I stopped using it because I got with a company that has it's own software.

Review Source

Mark D.  
President  
Accounting  
Used the software for: 1-2 years

### "A good option, still has some kinks"

September 17, 2018

4.0

In general I like their service and will continue to use it for now. There are still points of frustration for me, though, so I am considering moving to a new service.

Pros

It's easy to work with online. My practice is 100% virtual, so it's nice to be able to work within the cloud and share with my team online. The customer service hotline is very responsive.

Cons

The user interface isn't particularly intuitive. Also, I pretty regularly run into issues that take FOREVER to figure out- they really need to improve their troubleshooting.

Review Source

RN

Rebecca N.  
CEO  
Accounting  
Used the software for: 2+ years

### "I have used this software for the last 7 years as a Tax Professional."

March 8, 2018

5.0

Allows me to complete individual and business tax returns for my clients.

Pros

Easy to use. Support is very helpful, tho I rarely need it. Allows me to do simple to complex individual and business returns. I can choose the features I want and customize my package to my business. Add on Apps like Intuit Link allow my clients to securely send their documents 24/7 to my secure portal.

Cons

Cost, it seems to go up every year. I wish it was affordable to have the software on more then one computer in my office. But the costs to add another user are to high.

Review Source

GH

George H.  
Owner  
Accounting  
Used the software for: 2+ years

### "Easy Professional Tax Prep Software"

July 25, 2019

5.0

Pros

Robust software that provides a straight forward easy to use interface for tax preparation across all 50 states and the IRS

Cons

little cumbersome changing back & forth between clients.

Reason for choosing ProSeries Tax

Have used Intuit products for years with CPA firms and starting my own tax prep firm I went with a solid product that I know I can rely on.

Review Source

SO

Samuel O.  
CPA  
Accounting  
Used the software for: 2+ years

### "Great Software for Solo or Small Tax Professionals"

February 12, 2022

5.0

Pros

Proseries is really great for those tax professionals who know what they need to work on and want to get done quickly. It really is designed for those know what forms specifically they need to use and want to integrate. For the quality they deliver with their pricing I think ProSeries should definitely be a serious consideration for any small or midsized tax practice.

Cons

The ability to work on two returns at once. Especially as it relates to being able to look at partnerships and S corps and then also their members personal tax returns simultaneously.

Review Source

VR

Verified Reviewer  
Tax Preparer  
Retail  
Used the software for: 2+ years

### "Totally User-Friendly!"

December 5, 2018

5.0

Pros

This software is really user friendly. It doesn't take long to figure out how to navigate through the software. I also like the Cross-Reference feature, which allows you to see where numbers carried forward have come from.

Cons

The updates sometimes come a little later than would be preferable.

Review Source

CM

Chris M.  
Advisor  
Financial Services  
Used the software for: 2+ years

### "ProSeries Dependability"

April 18, 2019

4.0

Proseries has been a very dependable tool for us for the past 20 years, and it is the cornerstone of our practice.

Pros

Proseries is a great tax software for the level of detail and comprehensiveness that it gives a preparer to do returns.

Cons

It is a little more antiquated than some of the newer softwares out.

Review Source

AS

Asner S.  
Owne  
Accounting  
Used the software for: 2+ years

### "Software pricing hurts loyal customers : growth killer"

December 13, 2021

4.0

Been with them for 15 plus years. Their pricing costs me more for being loyal. I was shocked when my friend and I were on a joint renewal call for 1040 complete package: mine costs $1,838.00 his $ 714. I conclude, they do need me any longer; so I am switching and hope to offer my client better deals and tax prep fees savings.

Pros

I think it is easy to use especially for beginners.

Cons

Loyal customers pay more for their software. 1040 complete for me: $ 1,839.00 for my referred friend: $714. When I call and ask why, no detail. as much as I want to stay with them, sorry got to. Price discrimination hurts growth and destroy loyalty.

Review Source

LB

Lester B.  
Nurse Practitioner/Educator  
Accounting  
Used the software for: 1-2 years

### "It couldn't have been easier! I was amazed!!!!"

June 17, 2020

5.0

Overall, I was pleased with the experience. It was much easier to use than I imagined. I am always a little intimidated with the use of new software. I would recommend this for anyone who needs to import information, as it is detailed and quite thorough!

Pros

It's functionality and availability was particularly helpful. I was impressed by customer support!

Cons

While I did find it much easier to use than I thought, it still was a little daunting.

Review Source

JE

Jesse E.  
IT Administrator  
Accounting  
Used the software for: 2+ years

### "We are an accounting firm that has been using this software for years and have been very satisfied"

March 7, 2018

4.0

We rely on Proseries for all of our tax documents and filing. Having the ability to import all our client's digital paperwork as well as data from other applications into one main database makes our jobs so much easier.

Pros

All-In-One software with extensive set of add-ins. Very accurate database of information and always up to date. Very easy to use and administer.

Cons

Network installation and use can be buggy at times but locating a fix online is generally pretty easy.

Review Source

RK

Randy K.  
Principal  
Accounting  
Used the software for: 2+ years

### "Worthy contender"

April 19, 2018

4.0

A step above Drake. Lacerte is too expensive. There isn't a perfect tax software but this is a worthy contender especially for the smaller or solo firm.

Pros

Mostly intuitive with a solid error check. Handles multiple states well. Overall, still a good value.

Cons

Some states lacking 1041 returns. Need to check states very closely (as we should anyway). Customer support is dwindling as prices increase.

Review Source

jP

john P.  
president  
Insurance  
Used the software for: 2+ years

### "tax software review"

August 12, 2019

5.0

i am preparing income taxes, very easy to use

Pros

ease of use, everything flows from year to year very smoothly

Cons

the cost of the product is getting very high

Reason for choosing ProSeries Tax

i have used it for over 20 years, it is the top tax software

Review Source

MH

Marianne H.  
Operations Manager  
Accounting  
Used the software for: 2+ years

### "ProSeries"

November 7, 2017

3.0

I've used Lacerte (which is even more costly) and I've used the base-level personal use TurboTax software. All in all the ProSeries input is nice - but the extra functionality that is common in other software doesn't exist for ProSeries.

Pros

The form based input is nice for people who are accustomed to reviewing returns by looking at the final product.

Cons

The cost continues to increase with a lack of improvement for the product that is presented each year.

Review Source

SM

Sarah M.  
Owner  
Accounting  
Used the software for: 2+ years

### "Good Tax Prep Software for the smaller Accountant"

January 9, 2018

4.0

Pros

I thought this product was easy to use. I like the client interview form which is helpful as a guide for not missing any income or deduction items for your clients. It allows you to import files from Turbo Tax which can be handy if a client has prepared their return themselves the prior year. The error check feature is helpful as well. I am a small firm that only does a limited # of personal tax returns and I do not always have another accountant to discuss tax questions with or bounce ideas off of so, the error check does assist in catching any potential problems on a return.

Cons

I don't like the I have to have internet access when I try to access the software or it will not let me in. This was a new feature in the 2016 software which I did not care for.

Review Source

RG

RUSSELL G.  
MANAGING MEMBER  
Accounting  
Used the software for: 2+ years

### "Customer Service for 2018 tax filing season is horrible. 1 hour+ wait times??"

March 6, 2018

2.0

Terrible experience. Even though I have been using Pro Series for many many years, I will make a change next year and will no longer recommend this program.

Pros

Ease of use and the intuitive nature of the program.

Cons

Customer Service is non-existent. Hours have been cut down and I have experienced 1 hour plus wait times, which is unacceptable for the clientele they are supposed to be serviced during the busiest time of year. I have not yet gotten through to customer service once. Two years ago I had to get a new printer because the program no longer functioned with my HPLJ 4100. This year printing anything from Pro Series is agonizingly slow. When I go online to check out the issue(because I cannot get through to CS) I cannot figure out what I need to do, nor should I during tax season.

Review Source

AW

Alan W.  
Manager  
Accounting  
Used the software for: 2+ years

### "ProSeries has worst year ever."

April 28, 2018

3.0

Worst year ever for ProSeries customer support. Extremely long waits such as one-half to one hour on hold. Support personal were mostly very inexperIenced.

Pros

Super and easy to use professional tax software. Fast calculations and most tax forms are available.

Cons

Extremely long wait times for customer support. Mostly very inexperIenced technical support. Irresponsible management.

Review Source

DF

Debra F.  
Owner  
  
Used the software for: 2+ years

### "This is a good product for a small firm like mine, but it's expensive and support needs improvement."

December 7, 2017

4.0

Pros

It is pretty complete and the calculations are right most of the time. I like the error alerts and diagnostics.

Cons

In several of the last 15 years, there were errors in the proforma data when I installed the new tax year's software. Also, the support staff don't really know the product well and don't help much when I have a question.

Review Source

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