Intuit

ProSeries/Fixed Assets Manager


4 / 5
113 reviews

Who Uses This Software?

Asset management solution that helps accountants with tracking assets, calculating depreciation and managing clients.


Average Ratings

113 Reviews

  • 4 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $322.00/year
  • Deployment
    Installed - Windows
  • Training
    Documentation
  • Support
    Online

Vendor Details

  • Intuit
  • www.intuit.com

About ProSeries/Fixed Assets Manager

Allows you to easily track assets and calculate depreciation automatically.


ProSeries/Fixed Assets Manager Features

  • Asset Budgeting
  • Asset Lifecycle Management
  • Audit Trail
  • Barcoding / RFID
  • Depreciation Management
  • Disposal Management
  • Document Management
  • Inventory Tracking
  • Tax Management

ProSeries/Fixed Assets Manager Reviews Recently Reviewed!


I've been using ProSeries for 10+ years... and I have foreign clients....

Oct 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

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

Sep 26, 2017
4/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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!

Intuit Pro-Series Tax Prep Software

Dec 10, 2016
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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!

Recommendations to other buyers: Try it and see for yourself. You should be able to get a free trial. I had 2 trial programs over several years but couldn't file one return with them for one reason or another. I was pissed with their support as no one really listened to my problem description and as a result, last year I could not file one return by April 15th because of something they coded wrong with IRS required information, and I gave them my IRS print-out that had all the required information. that sucked. As a result, until I got one return e-filed (which didn't happen during the whole season) I processed client returns on another program so my familiarity and love of this program became minimal and somewhat useless as a viable program, Perhaps others will have better luck. I would give it another try. The first time I was pissed that I had to buy another program just to use the trial version which they say is a full working program.

Smooth Sailing

May 22, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Great mid-size tax firm software

Mar 13, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Features: The Where do I enter button is great. Easy to find almost anything this way

Usability: For the intermediate to advanced user - not the lay person that doesn't understand taxes.

Cust Service: For 2017 they have taken AWAY and invaluable resource: Online chat support. We have had to spend hours on the phone waiting for support instead of simply doing the chat which is WAY better.

Cons: The automatic log out is a pain. If you have over 30 minutes of inactivity you are logged out and this is a security feature - I get that - but it sure is a pain during tax season when you need it at your finger tips.

Also, even though they FINALLY updated the 2017 software with the "Transfer" files to be spaced out, you still CANNOT simply type in the person's last name to find the prior year file. You can ONLY type the first letter of the last name. This is lame and there is absolutely no excuse for this in 2018.

Great Software for Tax Professionals

May 03, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Intuit's ProSeries cannot be beaten in the tax industry, there's reason they are the gold standard

Jul 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Best program in the middle price point range of tax software

Sep 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Used to prepare corporate taxes

May 08, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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!

Overall: Good for preparing corporate returns.

Vendor Response

by Intuit on 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.

DISAPPOINTED

May 09, 2017
3/5
Overall

5 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money

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.

Intuit Proseries Tax

Dec 05, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

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

Mar 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Professional Tax Preparation

Feb 14, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Intuit Proseries

Apr 19, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: for a larger business with a decent number of corporate returns this is a great program. Small businesses with a limited number of corporate returns not so good

Pros: Simple, straightforward and easy to use. The interview process is great and feels like you wouldn't miss any possible deductions.

Cons: Expensive to purchase and unable to purchase 1040 returns and a pay-per return for business tax returns such as 1120S & 1120 tax returns. Intuit requires you to purchase a package which is not cost-efficient for those with few corporate returns.

I've used tax software since its inception and wouldn't prepare tax without it!

May 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and online help. The software is very easy to understand and it workflow, walking the user through income and deductions. Each area has help in the application, as well as internet based. Customer service is also available via telephone. Forms can be viewed prior to proceeding and worksheets are available to better understand how calculations are determined. Best of all, there are several versions from beginner to business to very complex. It is a full service application and load previous year numbers into the current year. This is very valuable.

Cons: There are no true cons. The software is inexpensive, can download to your computer, and intuitive to use. This software has improved over the years.

Overall: recordkeeping, organization, tracking deductions between years, and estimating taxes due.

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

Mar 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Great product, solid value

Aug 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: An overall solid choice if you are looking for a step up from Drake or a more reasonably priced alternative to Lacerte or ATX. I demoed ATX and it is lacking. I like Drake but feel more confident with Proseries in terms of accuracy.

Pros: Accurate, fairly easy to learn, good customer support. Even the basic module come with a solid help and research module. The pro module is available for business return but can also be used for more complicated 1040 returns.

Cons: Intuit needs to find a way to keep pricing under control. For now, there are deep discounts on most configurations. Make sure to check state returns carefully.

Good Tax Prep Software for the smaller Accountant

Jan 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Intuit Tax..Great software

Feb 05, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I do really like the product!

Pros: Tax entry is a breeze and couldn't be easier. I love the mfs vs mfj option also like the option to view only forms used instead of drilling down through dozens of forms.

Cons: Little expensive especially if you have to add more returns at the end. Very costly. Also, returns if any you don't use they do not credit any amount to the following year.

Worthy contender

Apr 19, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

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

Dec 07, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money

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.

After 13 years, we are stepping away.

Jun 11, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: We grew our business on the back of this product. We went from 100s of clients in the late 90s to over 5,000 this year. We have seen the quality and the stability of the product real go down over the last 4 years. For those of you familiar with the product, we've seen crashes become more frequent, we've seen HomeBase issues become worse every year. A few years ago, when there were problems, I could depend on their support organization to help us get through it. They were always thoughtful about looking into the issue. That is no longer the position. I've been forced to "Prove" any issue was theirs. They've wanted me to remove all other software that wasn't theirs. Overall, it felt more like finding ways to deflect blame than to help. My team had the most difficult tax season this year in all my decades of running this business. The product crashes 3-5 times a day per person on average across a team of 15 people. I'm left this summer with the daunting task of switching to another provider, but the lost productivity this year was more expensive than the switch will be.

Pros: Simple to use. Easy to onboard staff We were able to quickly scale the office around the product. Intuitive UI

Cons: Stability has become the primary issue Lack of willingness of support to truly investigate any problem

Intuit ProSeries ~ ease of use

Oct 03, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I feel this product is a good value for the cost of the product.

Pros: What I like best about this program is it is easy to use, I am able to find the necessary information quickly.

Cons: When there is a real estate sale each depreciable real estate asset has to be entered individually, you are not able to combine the items together as a group sale.

Easy to learn

Oct 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This software was very easy to learn. It is east to navigate to the different areas of the program. The support for this product is awesome!

Cons: Setting up custom invoices is not easy to do. If I call Intuit though, they will walk me through how to do this. Sometimes finding certain forms is not easy.

Totally User-Friendly!

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Tax software

Feb 06, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have been using ProSries for the past 10 years. I am very familiar with it so it seems easy to get used to and offers many features as options.

Cons: It is quite pricey and while it does have a program that will work with it for an online portal, I would like it to be more comprehensive in the program.

Love this product. Very easy to use.

Aug 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: They improve year after year.

Pros: Easy to use, customer service know their jobs!!! Comparison of MFS and MFJ is a good option. Being able to chose the summary Option for review is great.

Cons: You can not split a return (married filing jointly and married filing separately) like you can in Lacerte

ProSeries Dependability

Apr 18, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

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

Capterra loader

Great Tax Software Program

May 15, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: Overall, Intuit ProSeries Tax is a good program that helps me achieve my goals when it comes to tax preparation.

Vendor Response

by Intuit on 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

I use it a lot

Feb 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: easy to use, improve every year. the interface is easy to learn and they always give a lot of explanation and clue about what you are missing.

Cons: I try a lot of taxes software. It is hard when you have a big profile of taxes like a business or self-employed

My Favorite Program

Apr 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Whats not to like, user friendly, properly programmed with all the proper information needed to complete a proper return

Cons: The program is not updated in real time with current tax times, should allow for more efiling abilities

Great Tax Program

Sep 27, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is very informative and functional. It's a professional program for professional tax preparers. I like it because you don't have to guess where to plug in your numbers, the program has prompts to help you. It's easy to navigate and easy to find the forms that you need.

Cons: I must admit that it takes a few practice rounds to be able to locate all the forms you need quickly. The online help is always there but it's you still have to have some general tax prep knowledge to use this software.

Overall: I have been working with this program for a few years preparing tax returns.

Excellent Product

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. very low in glitches. Great if you do high volume. The entity products are good as well.

Cons: No Support. Tried calling several times could not get through. calculator very small. Needs more color coding

The software is easy to navigate through completion

Nov 16, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I use to use HR Block which would never allow me to claim the NJ property tax credit for renting.

which then defeated the purpose of using and paying for HR Block software. Once I switched to

Intuit Pro Tax I could use their software to claim the maximum amount of refund I earned without having to manually submit a paper version amended return

Cons: Some of my information does not transfer from the previous year, so unfortunately I have to enter it This is more than likely not a software issue, rather an issue with coding. I really cannot find any other cons for this software.

NON-COMPLEX AND EASY TAX PREP SOFTWARE

Oct 15, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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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.

Pro series tax prep software

Nov 09, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Cancel credit card after initial purchase because they will use it for an automatic renewal

Pros: It is easy to use for the average intelligent tax guy. Prints great detail. Great audit review for individual returns.

Cons: Customer and tech support are bad at renewal time. No great audit review of corporate or partnership returns.

Proseries Professional Backslides

Apr 25, 2019
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

Overall: 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.

Straight forward tax preparation software

May 04, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Really does help to try and maximize your return. Checks all of your numbers to make sure that they make sense and don't seem wrong.

Pros: The program has a lot of checkpoint where you need to stop and run a scan to make sure that everything looks good and further minimize your chances of getting audited by something that doesn't look right or might have been entered incorrectly.

Cons: Although this is done for safety measure there is a lot of verification that needs to happen before you can login to your account such as sending codes to phones or emails. I appreciate the safety precaution but don't feel that I need to do it every single time I login especially once it recognizes my computer or device.

Best Tax Preparation Software

Apr 21, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: As someone who is just starting their own tax preparation business, I have to say that I cannot recommend this device enough. It is everything a tax preparer could ask for.

Pros: -Error correction -Automatically calculates tax as you prepare the return -Listing of all available forms -Home Base feature for client list

Cons: -It can be tricky to use if you are not used to working with it before. However there are plenty of tutorials and once you get the hang of it you are good to go

The Best Tax Software for Professionals

Mar 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: All the features that are included. E-filing, error checking, and transferable data from year to year are just some of the features included.

Cons: The software can be a little complicated at first but there are help buttons available.

Taxes done at ease

Jan 13, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This product saved me time and money. It was cheaper getting it done myself. Which i prefer. Learning it was made easy as well and now it comes simple to me.

Cons: This is difficult because it worked out great for me. I would just complain about the act of doing taxes but this software makes it easier.

Recommendations to other buyers: I would just tell them use another software. During my research it was easier for me to determine which to use till i actually used it. It is more work but it's just one time you do it because the decision you make should help you for years to come.

Excellent choice for small tax office

Sep 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I used Proseries from 2009 through 2017.

Pros: Proseries is easy to use and I especially like the forms based input method it utilizes. There are different subscription levels so you can tailor it to your needs and budget. I found the customer service to be very good and the support staff is knowledgeable.

Cons: It is desktop based, so you have to run updates. There is the possibility of data loss if you don't back it up somewhere off the local computer.

Great

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Being able to have the guided help through the tax filing process. The website has an easy layout to understand, and being able to go back through and review before filing on your own is nice.

Cons: Understanding some of the questions on a more complicated tax return, not sure which answer would be right. The pricing is a little high compared to some of the other websites to file.

Capterra loader

A good option, still has some kinks

Sep 17, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

Good Solid product.

Jul 27, 2016
5/5
Overall

3.5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It does all the things you need it to. It calculates your payroll, your quarterly reports, etc. Most accounting professionals use it or at least have software that is compatible, so it's easy to use in conjunction with your tax professionals.

Cons: They are ALWAYS trying to sell you something more.

Recommendations to other buyers: It think it's a basic thing that all businesses need if they are handling their own accounting.

Great software for a small business without an accountant

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: A small business sometimes cant afford accountants. This software gives you a solid platform to fully gain the benefits and tax deductions a small business deserves. Easy user friendly interface. Easily see what you've earned. What was deductible , and get more of your money back at the end of the year.

Cons: Obviously price is always a concern but after using this software and seeing how much I could write off I realized the price was worth it.

My experience has been enjoyable and helpful.

Feb 15, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is simple once you become familiarized with the software. It is very helpful to be able to have something keep track of expenses.

Cons: It takes some time to get acquainted with the software and how it works but once that learning curve has been passed your in business.

Long Time Satisfied User

Jul 03, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: This is a tool I rely on and gets the distasteful job done.

Pros: Having learned it, I find it relatively easy to use. The software incorporated the tax laws into it so I don't have to know all the calculations or laws to use it.

Cons: There is always cons when doing taxes, but this makes it less of a con. Don't really know what I'd change.

Dependable, quick with update releases

Feb 06, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The software is good within it at giving assistance of where something should appear on the tax forms. It is also easy to transfer clients from year to year.

Cons: Costs and the fact that they made me pay for something I wasn't going to use until the following year.

Overall: Helps me to feel confident in my work.

Intuit robs retired tax preparers by making them buy a path license every year after they retire in order for the tax programs and licenses that they already purchased is not really theirs to begin with.

Feb 08, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: After 20+ years of buying and supporting these products only to get screwed in the sunset years. This is all because I need to file a 1040 X for a return I already paper filed. And I can do it if I pay for a new license with exchange and c/c charges.

Pros: The tax software was good when doing taxes for Canada and the U.S. at the same time. working on them side by side makes for less oversights.

Cons: after you retire you continue to pay for a license to access your material when required by tax agencies.