ProSeries

4.3
(76)

ProSeries is a tax software that allows you to file returns by managing the tax preparation process from collecting and importing data automatically to filing returns.

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Showing 76 ProSeries reviews
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Melanie M.
Validated Reviewer
Verified Current User
Review Source
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"Proseries is the best software for a small to medium sized firm"

What do you like best?

It offers most all of the forms our firm needs

it offers a comprehensive tax package covering everything we need but CRUT trust form 5667

it moves all carryovers from the prior year flawlessly

it is easy to use for beginners, very intuitive, offers multiple ways to enter data

does a good job of reviewing for errors

is simple to do e-filing

is simple to set up on a network

has good worksheets and notes capabilities

What do you dislike?

2018 tax returns- 2019 tax season problems encountered - prior to this no dislikes except support:

Printing crashes that knocked you out of the software completely.

We had to work in Windows 7 compatibility mode until it was fixed late in the season by a Windows 10 update worked out with Proseries. Compatibility mode slowed everything down to a crawl.

Support took a minimum of 2 hours on hold

Proseries did away with chat which was faster and easier for support

Constant updates which sometimes caused a new problem that wasn't there before.

Consistency was a real issue.

Had to print Federal then go back and print State because it would print the state figures two lines above the actual line if you tried to print both federal and state at the same time.

Release of forms was behind the curve so we were held up waiting on a form to be finished and released on many returns.

I could go on with little things almost too numerous to count but these are the major items.

Recommendations to others considering the product:

I suggest reviewing demo software of all the major providers and then review the other reviews on G2.

What problems are you solving with the product? What benefits have you realized?

CPA firm with a tax practice. In years prior to 2019 tax season for 2018 returns, this software allowed us to efficiently prepare returns.

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george m.
Validated Reviewer
Review Source
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"The working power of ProSeries software"

What do you like best?

it offers mostly all forms that a firm may be in need of it.It also moves all the carryovers from the prior year at all times.it has good worksheets and all the capabilities required in different sectors.it has good job for the reviewing errors mostly at different sectors.it is easly understarnding for tax package among among the various organisations since it covers everything that an organisation needs at most.it is simple for doing the filling systems depending on what capacity required by organisations.its also simple on doing network on a business.

What do you dislike?

when the printing crashes one is put out of the software complity.the constant updates on the software that was never before causes problems mostly.it also did away with chat that was faster and easy to support at different capasities.at times it could go with little things that is too numerous to count that has its major terms.its support takes minimum time to restore it normall work.the release of its forums its behind to curve that one waitingfor any form to be released may take a longer update.the software at times is expensive in managing it.

Recommendations to others considering the product:

The support is usefull on different articals given.its good product that requires no expense given.Also its good for business work.

What problems are you solving with the product? What benefits have you realized?

The software has enhanced effectiveness among various business organisations.it has also helped intergrations amongest people in different levels of organisations.in different organisations its different to intergrate to manage the work place to its people and the poor features that could intergrate people together.the software helps in tax preparation programmes depending on which organisation.its time reserve fund that is good saver with the product.

What Accounting solution do you use?

Thanks for letting us know!
Dennis K.
Validated Reviewer
Review Source
content

"PROSERIES CUSTOMERS PLATFORM"

What do you like best?

The software is an intuitive and easy to use in aspects of tax returns, my organization has been able to work on tax returns since its form-based and its easy to navigate through 1040 files and confirm all the information. Also proseries software has excellent features which helps to integrate with other software's for more efficiency. Also another thing impressed me in this software is it simplicity to onboard staff.proseries software has helped my organization so much.

What do you dislike?

Proseries software is expensive but though its expensive it is worth it.as we all know to get a quality and amazing services you have to pay huge. Another predicament my team have been experiencing it that of network installation, sometimes its cumbersome to stabilise network platform which results to inconveniences.

Recommendations to others considering the product:

I and my team have used this proseries software and sincerely speaking its an excellent tool which have improved taxation file return and integration between my staffs and other software's. It's impressive and I would request more users to merge in and use this amazing software.

What problems are you solving with the product? What benefits have you realized?

Actually it was difficult to integrate all my teams together in one workplace and also poor features which could interconnecte with other software's especially Mac software's to enhance effectiveness. This software has helped in improving integration at all organizational levels.

Donna S.
Validated Reviewer
Review Source
content

"""Fundamental and Easy Layout """

What do you like best?

I like the shading and configuration. When you work with numbers, you do not understand how much strain you put on your eyes. Sensitive tints and balanced edges help. I understand it may have all the earmarks of being a clear barely noticeable detail anyway it does some astounding things on eye weakness just as how you feel toward the day's end. It is a mind blowing all around requested guide that can manage completing your appraisal structure, foreseeing charge Bill's, circumstances, for masterminding. Regardless, I would alarm, you do need to need to grasp what a part of the more jumbled structures include to do it adequately.

What do you dislike?

I would love to see an unrivaled adjustment of a cloud based programming. They starting at now offer one yet it doesn't have the handiness as the desktop.Maybe more pages would have been not too bad, it is just a single page with tabs.

Recommendations to others considering the product:

For people looking for an endless option Oltpro is adequate to manage most near and dear and business charges at a reasonable expense. Simply issue is that two or three credits and figurings are lost and could provoked an audit. Just affirm before submitting. Eventually it happens very every so often, anyway occurs.

What problems are you solving with the product? What benefits have you realized?

Time hold reserves is an enormous saver with this item. Intuit is consistently turning out with new advancement to use inside their item mulling over irrelevant commitment as it's most PC made at this point. In the midst of cost season this contemplates smart data section which saves time. We look forward every year with updates on what Intuit improves improve the thing so it works for the users.It is an unfathomable orchestrating instrument to enable people to choose maintenances, plan frameworks (bargains), pay ahead, get hitched, isolated... whatever is central!!

Nick N.
Validated Reviewer
Review Source
content

"The suitable software for filling tax return."

What do you like best?

I like the way this software enables accurate and friendly tax filling in our organization.Its easy to learn and start using this software because of simplicity of its feature and functionality.Likewise,I like the way its cost effective hence can be affordable by any size of business enterprises.The customers support team is of top notch hence they are very responsive abd helpful whenever I call them to solve problems I maybe encountering with the software.Its highly customizable to meet all our business needs.

What do you dislike?

I absolutely lacks anything negative to say about this software because it work best to suit all our needs.Again I has been our pillar hence we rely on it grealy while filling tax returns.

Recommendations to others considering the product:

For those organization looking for a software that will meet their returns filling needs then they should give ProSeries a trial.

What problems are you solving with the product? What benefits have you realized?

This software is for tax preparation hence it helps our organization in management of tax filling.

Its also a great software for preparing corporate tax.

Sarah B.
Validated Reviewer
Verified Current User
Review Source
content

"Great Program"

What do you like best?

I like the ease of using ProSeries the best. It is an intuitive program that is quite easy to navigate and get the right information on the correct forms. I also love how it works with QuickBooks.

What do you dislike?

I would prefer to have a program that offers an online portal as well as a desktop based version. Since I work on multiple computers, it would be wonderful to seamlessly go from one to another without having to worry about installing the program and having the right save files.

Recommendations to others considering the product:

If you use QuickBooks for small to midsize clients, at a small to midsize firm, I would definitely consider ProSeries. The ease of transferring information back and forth is invaluable.

What problems are you solving with the product? What benefits have you realized?

We are solving the problem of needing a tax preparation software. As a CPA firm, it's definitely necessary that we have a good tax program to prepare taxes with. Benefits realized include taxes prepared easily, quickly, and accurately.

mark N.
Validated Reviewer
Review Source
content

""Basic and Easy Layout ""

What do you like best?

I like the shading and format. When you work with numbers, you have no clue how much strain you put on your eyes. Delicate hues and adjusted edges help. I realize it might appear to be a straightforward easily overlooked detail however it does some amazing things on eye fatigue as well as how you feel toward the day's end. It is an incredible well ordered guide that can deal with finishing your assessment form, anticipating charge Bill's, situations, for arranging. In any case, I would alert, you do need to need to comprehend what a portion of the more confounded structures involve to do it effectively.

What do you dislike?

I would love to see a superior adaptation of a cloud based programming. They as of now offer one yet it doesn't have the usefulness as the desktop.Maybe more pages would have been decent, it is only one page with tabs.

Recommendations to others considering the product:

For individuals searching for a boundless alternative Oltpro is sufficient to deal with most close to home and business charges at a sensible cost. Just issue is that a couple of credits and figurings are lost and could prompted a review. Simply confirm before submitting. By and by it happens very once in a while, however happens.

What problems are you solving with the product? What benefits have you realized?

Time reserve funds is a tremendous saver with this product. Intuit is continually turning out with new innovation to use inside their product taking into consideration insignificant contribution as it's most PC created now. Amid expense season this takes into consideration snappy information passage which spares time. We look forward each year with updates on what Intuit improves improve the item so it works for the users.It is an incredible arranging instrument to help individuals decide retentions, plan systems (deals), pay ahead, get hitched, separated... whatever is fundamental!!

A
Administrator
Validated Reviewer
Verified Current User
Review Source
content

"20 year customer - declining experience"

What do you like best?

We have built a practice on this product over the last 20 years. We went from 800 returns a year to well over 6000. Unfortunately, I do not believe this product has scaled with the business.

What do you dislike?

1) Customer service. Queue times this year are 2 plus hours

2) "Please Reinstall" - has been the support lines answers to all our issues.

3) Product instability/performance. The bigger your Homebase, the longer the app load time. I've been buying High RAM/High CPU desktops for my entire staff to meet the needs of this program. By March, it's not uncommon for ProSeries to take 5+ minutes just to open.

Recommendations to others considering the product:

Recognize the size of your organization. They aren't great at handling large implementations (>15 seats)

What problems are you solving with the product? What benefits have you realized?

Operating a Tax Practice and servicing customers

Gregory G.
Validated Reviewer
Verified Current User
Review Source
content

"My solution for all income tax prep"

What do you like best?

ProSeries allows me to prepare all types of income tax returns for all types of clients. I have clients in 15 states. About 98% of the forms that I use in a year are included with the program. The software red-flags fields that need to be filled or edited which really helps to ensure that my tax returns are accurate.

What do you dislike?

Sometimes the program crashes or is buggy.

Recommendations to others considering the product:

Prices are negotiable.

What problems are you solving with the product? What benefits have you realized?

I am able to produce a large volume of high-quality tax work in a minimum amount of time.

Stephanie F.
Validated Reviewer
Review Source
content

"Simple and Easy Layout "

What do you like best?

I like the color and layout. When you work with numbers, you have no idea how much strain you put on your eyes. Soft colors and rounded edges help. I know it may seem like a simple little thing but it works wonders not only on eyestrain but also how you feel at the end of the day. Accounting has been done with little thought to this up until the last 5+ years I would say.

What do you dislike?

Set up, if name change, is through the company, I think that this is kind of like when Wal Mart asks to view your receipt upon leaving.

Recommendations to others considering the product:

Find a software you like and stick with it. Suggest changes, they may take them into account. Much easier than having to re-enter multiple employees, drivers or vendors when doing billing. I suggest Quickbooks Online, ProSeries, Quicken and Excel (using the right formulas and colors, it works well in a pinch, once did payroll for 1600 in a war zone on excel!)

What problems are you solving with the product? What benefits have you realized?

Simple layout, easy to use and overall better product than so many years past.

U
User
Validated Reviewer
Review Source
content

"ProSeries from Intuit is great tax software!"

What do you like best?

Intuit ProSeries is great software for doing non-traditional returns like estates, S-Corps, LLC's, and other non-1040 tax returns. It keeps all my clients data safe and stored from previous years, saving time and effort on simple administrative tasks.

What do you dislike?

Sometimes transferring data via the cloud is challenging inside ProSeries, but as long as file paths are carefully recorded and stay the same, it can be done. It is a bit more "clunky" than ProSeries Basic from Intuit, but the sheer number of features available in this software make it worth it.

Recommendations to others considering the product:

For a company seeking to implement ProSeries, have a very detail-oriented person in charge or training other associates on this platform. Anyone with some tax background can figure it out relatively easily, so being patient and learning where all forms and schedules are is key to getting the most out of the product. Hiring someone to be a "point person" for training is critical.

What problems are you solving with the product? What benefits have you realized?

I was able to file all returns, extensions, and keep track of administrative tax things with ProSeries. This has made my interns more easily help with returns and through ProSeries "comment" features it helps cut down on errors and corrections that have to be made.

Stella G.
Validated Reviewer
Review Source
content

"Intuit ProSeries"

What do you like best?

It is a great step by step guide that can handle completing your tax return, projecting tax Bill's, scenarios, for planning. But I would caution, you do need to need to understand what some of the more complicated forms entail to do it correctly.

What do you dislike?

If someone has a same scenario as a prior year, you can guage if you are on target. But for more complicated issues such as self employment, child care, college credit, rental income, the user needs to know the ins and outs of the tax law to maximize their return.

What problems are you solving with the product? What benefits have you realized?

It is a great planning tool to help people determine withholdings, plan strategies (sales), pay ahead, get married, divorced... whatever is necessary!!

Plus, it can complete your taxes.

AA
Administrator in Accounting
Validated Reviewer
Verified Current User
Review Source
content

"Excellent software for small to medium firm"

What do you like best?

I love the ease of use with this software. It allows easy data entry that flows with the preparation of tax returns. I also log that Intuit provide great training and support with any issues.

What do you dislike?

I would love to see a better version of a cloud based software. They currently offer one but it doesn't have the functionality as the desktop.

Recommendations to others considering the product:

N/A

What problems are you solving with the product? What benefits have you realized?

Time savings is a huge saver with this software. Intuit is always coming out with new technology to use within their software allowing for minimal input as it's most computer generated now. During tax season this allows for quick data entry which saves time. We look forward every year with updates on what Intuit does to better improve the product so it works for the users.

Wajeaha S.
Validated Reviewer
Verified Current User
Review Source
content

"review "

What do you like best?

The dashboard is great, simple , detailed and easy to understand. Surfing through the website is so easy anyone can use it. I always tell my employees to sign up and I never need to train them.

What do you dislike?

Maybe more pages would have been nice, it is just one page with tabs.

Recommendations to others considering the product:

DEFIATLEY USE IT!

What problems are you solving with the product? What benefits have you realized?

Everyone's paycheks, W2s, hours and details are on there, so no one contacts me for further data.

Jacob K.
Validated Reviewer
Review Source
content

"Best Working for Growing Software "

What do you like best?

ProSeries is a light software that can be used in any PC despite its features.

Secondly, it has most of its processes automated.

Furthermore, the vendor is quite responsive and issues any help required.

What do you dislike?

The application suits small firms.

In fact, big companies cannot comfortably run the application or use it to conduct their accounting tasks.

Recommendations to others considering the product:

The application will help your firm hugely if it is small or at startup phase..

What problems are you solving with the product? What benefits have you realized?

Financial accounting was the reason we had the software put into place.

We thought it would help us prepare books of accounting.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Proseries"

What do you like best?

The forms all seem to link together and the flow makes sense. It is very easy to use and not unwieldy.

What do you dislike?

The customer service isn't the greatest. It often takes a significant amount of time to reach some one for help, and then they can't always help. Fortunately, it isn't needed too often. Additionally, the price keeps going up for the software and what you get for the "package" keeps going down. More and more items are ala carte.

What problems are you solving with the product? What benefits have you realized?

We use ProSeries for all of our tax return preparation in our business. We are a Certified Public Accounting Firm.

UC
User in Consumer Electronics
Validated Reviewer
Review Source
content

"good software for tax return"

What do you like best?

Proseries is very easy to use and very clear. Showing all the forms on the side and you can add additional forms as you needed. The red alert for errors, or missing infos.

What do you dislike?

So far I haven't really dislike much of the software. The only thing is that for example like the due diligent form errors, some people see it, some people don't. so when it's passed on to the next person for reviewing, the reviewer sees the red, but the preparer doesn't

Recommendations to others considering the product:

professional use. For people that knows the tax forms and not having to go through all those unnecessary questions

What problems are you solving with the product? What benefits have you realized?

Not as much as solving problems, but just using the software to do tax returns. We are able to use to do our state return and also other state returns.

Shlomo C.
Validated Reviewer
Review Source
content

"Needs to have unlimited retuns option"

What do you like best?

It is not overly difficult to use. Most tax professionals can use it after they log in to it or download it.

What do you dislike?

I do not like that they only have an affordable (after discount) options for 20 and 50 returns. I process well over 50, and was looking for an unlimited e-filling returns.

Recommendations to others considering the product:

For people looking for an unlimited option Oltpro is good enough to handle most personal and business taxes at a reasonable price. Only issue is that a few credits and calculations are misplaced and could led to an audit. Just verify before submitting. Once again it happens very rarely, but does happen.

What problems are you solving with the product? What benefits have you realized?

It helps to file people's returns and it is easy enough to use.

UA
User in Accounting
Validated Reviewer
Verified Current User
Review Source
content

"Perfect for small businesses"

What do you like best?

Pro series is very user friendly. Even the 80 year old CPA awe have in the office can use it without many issues and he's the least tech savvy in our firm, but has little to no issues with it.

What do you dislike?

There are some limitations on size. For example, we have a client with several properties in his personal return (around 200) and proseries does not support his return. The max is about 20 on a schedule E I believe. We also have a CRT (charitable remainder trust) that we have to do manually because proseries does not support form 5227. Other than that it's been great.

What problems are you solving with the product? What benefits have you realized?

Supports most tax forms needed for our clients with great ease of use.

A
Administrator
Validated Reviewer
Review Source
content

"Great software for the most part. "

What do you like best?

I like the ease of use. It’s pretty much fool proof, as mistakes are constantly highlighted as you go. And no matter who works in your office, the software is pretty much easy to use for them after a brief training session.

What do you dislike?

I dislike that Proseries does not support loans, even when your bank product does. And the constant need to update products, at which point you don’t find that out until you try to send up a return.

Recommendations to others considering the product:

The support is helpful, there are also helpful articles. And the software is very user friendly.

What problems are you solving with the product? What benefits have you realized?

The benefits of running a business using Proseries is the ease of use and ease of training for use with your employees, whether they are familiar with the software or not.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Great Program"

What do you like best?

I enjoy how intuit provides training for its accountants to become a pro advisor and thus improve their visibility amongst potential clients. And I also enjoy how all the clients are easily accessible in one portal.

What do you dislike?

Perhaps there can be a simpler interface for the accountants clients to log into, so they do not feel like they are overwhelmed with bookkeeping software when they log in to see their

What problems are you solving with the product? What benefits have you realized?

I am able to keep my clients organized In one place by virtue of this program.

A
Administrator
Validated Reviewer
Verified Current User
Review Source
content

"Pro Series is a must for any tax preparer!"

What do you like best?

The ease of transmitting returns, and prep time

What do you dislike?

. Tends to bog down while printing returns or preparing for electronic transmittal.

Recommendations to others considering the product:

Good product. No a fan of the recent user license (roughly $400) besides the cost of the software.

What problems are you solving with the product? What benefits have you realized?

Almost all returns are electronically filed these day, and ProSeries is key to that. But also in a soon-to-be paperless society, it also offers the option of PDF copies for the tax clients. Saves on paper and ink. (Being green saves gree!)

UA
User in Accounting
Validated Reviewer
Verified Current User
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Great software with wonderful support"

What do you like best?

We use this software in our accounting office. The software is customizable and works great for large or small firms. The form updates and support are wonderful. Support techs have walked our staff through set up to finalizing and editing. The tracking ability through finish and ability to integrate with internal programs are top rate.

What do you dislike?

The software is very complete with daily updates of changes. We are very satisfied with this software

What problems are you solving with the product? What benefits have you realized?

Bring able to track multiple returns for clients

Leah M.
Validated Reviewer
Review Source
content

"A+ Product"

What do you like best?

I find it really smooth to move through. I love all of the built in resources. Everything flows well and you can easily find how forms and numbers are connected because they refer to one another. I love that you can make templates and the client homepage can be tailored to how you find information best.

What do you dislike?

Creating custom letters for clients is a pain in the you know what. Unless you know coding basics you are better off just typing up a word doc.

Recommendations to others considering the product:

Use the supplemental training guides and online account available with this product and you will be in good shape. If you get stuck they have a great live support team based in the US.

What problems are you solving with the product? What benefits have you realized?

This is powerful, professional, tax software for complex individual clients and up.

Jennifer R.
Validated Reviewer
Review Source
content

"Great Database for all tax season"

What do you like best?

I like the ease of access to data. I can create custom sort lists to show what I need.

I also like that each area is clearly separate so there is no confusing state with federal.

Part of our business uses custom status codes in order to show the information we need. ProSeries makes this incredibly easy to do.

What do you dislike?

I do not like that it can take forever to update and there have been times where the entire program has had to be reset due to a lack of updates.

I would like to see the ability to add or remove columns as there can be a large amount of unnecessary data visible.

It would also be great to be able to sync status data with our Quick Books system. Instead of logging into two different programs I would prefer to enter and sync in one location.

Recommendations to others considering the product:

Do not try to use the software in the middle of a busy tax season. Take the time to navigate and become comfortable ahead of time. There are many useful features and steps to take that require time to become comfortable with.

What problems are you solving with the product? What benefits have you realized?

Tax processing. E filing is much easier and can be tracked efficiently.

We also use the organizer feature and there are times that the sync ability would be helpful. Instead of creating more than one client file we create one and it will integrate as needed.

UI
User in Information Technology and Services
Validated Reviewer
Review Source
content

"QuickBooks Pro used for Small Business, with Interface"

What do you like best?

QuickBooks Pro is satisfactory for a small business entity that I track in-house. It's easy to set up and fairly easy to use for simple transactions; but I wouldn't necessarily recommend it for a complex business. Our company has developed an interface to our Business Management System for OPE dealers, that generates Sales journals to be transferred into QB. The system works alright for these dealers, but doesn't provide the level of security and transaction details often required by our dealers.

What do you dislike?

The system allows users to change accounting transactions - in effect, unraveling the paper trail created by the original transaction - which doesn't allow the level of security we provide for our dealers, e.g. to be able to track an item if someone later deletes the invoice.

Recommendations to others considering the product:

Consider the business applications - if you have Business Management Software, give serious consideration to using financial packages developed for that software, rather than an integration to QB.

What problems are you solving with the product? What benefits have you realized?

Customers that already use QuickBooks in their business can continue to do so.

U
User
Validated Reviewer
Review Source
content

"Perfect for a smaller business. "

What do you like best?

Users can easily track and manage e-filed returns.

Setup is fairly simple and user friendly. Users have the ability to create and email an encrypted PDF file of the client’s return directly to the client. DocuSign makes it easy to obtain electronic filing signatures. I also enjoy the chat option which allows real time communication with clients.

What do you dislike?

Is not suited for larger companies and the cost is higher than I feel necessary as similar functional software is on the market.

Recommendations to others considering the product:

The software is easy to use, but the high cost should definitely be a factor. There are other just as effective programs out there.

What problems are you solving with the product? What benefits have you realized?

The cost seems to increase yearly but improvements to the software do not seem to be a part of the yearly cost increase.

Felix O.
Validated Reviewer
Review Source
content

"East taxing"

What do you like best?

Its transaction tracking is good and tax management is easy with this software. Its easy to use and it also involves simple worksheets.

What do you dislike?

Its online version is not that effective in deploying different tasks.

Recommendations to others considering the product:

Its easy to use and effective in filing taxes.

What problems are you solving with the product? What benefits have you realized?

It helped me to make sure our company files its tax returns in time and accurately.

AH
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source
content

"Simple Tax Prep. Software"

What do you like best?

Ease of use and functionality. I first heard about ProSerise from the Quickbooks Online Pro Advisor program and decided to try out its functionality. I instantly fell in love with the product and decided to deploy it in my firm.

What do you dislike?

I would have to say that the biggest downside is the price per return structure. I would favor a flat fee and have the ability to complete as many returns as I can in one season.

What problems are you solving with the product? What benefits have you realized?

Streamlined tax prep. for clients.

Robert B.
Validated Reviewer
Review Source
content

"Intuitive tax prep software"

What do you like best?

I like the ability to go from input to the form and back again.

What do you dislike?

I do not like how long it takes to start up at the beginning of the day

Recommendations to others considering the product:

Ask for a prior year version and run through a return preparation. It will show you how easy this product is to use.

What problems are you solving with the product? What benefits have you realized?

I use this software to prepare tax returns for all my clients.

It is easy to import k-1s from flow through entities prepared by me.

Christine L.
Validated Reviewer
Review Source
content

"Easy software to learn."

What do you like best?

How easy and self explanatory the layout is. I enjoy the ability to switch to form view

What do you dislike?

I dislike the lack of having the ability to import old files.from other software. Can be pricey for smaller.companies.

Recommendations to others considering the product:

Best choice for large.companies

What problems are you solving with the product? What benefits have you realized?

I am currently analyzing tax audits. The software has easily allowed me to compute various forms. Its a time saver and money saver.

UF
User in Financial Services
Validated Reviewer
Verified Current User
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content

"Good software package with a few limiations"

What do you like best?

I do not have to re-input data every year which saves me time.

What do you dislike?

I wish it were in the cloud so I could access my tax files remotely and from other computers.

Recommendations to others considering the product:

If you do less than 50 returns a year mostly in one state, it is a great product.

What problems are you solving with the product? What benefits have you realized?

I do tax returns but not alot, so it fits my need well.

Kaile B.
Validated Reviewer
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"Great Software for Tax Preparation"

What do you like best?

So many helpful features, not too confusing, like the ability to have custom home base views. Also like the integration with Docusign to sign electronically instead of having to send out paper e-files and wait for everyone to sign before we can file.

What do you dislike?

Sometimes freezes, annoying having to constantly change the password.

What problems are you solving with the product? What benefits have you realized?

As a tax office, ProSeries is obviously instrumental to the business. Helps get tax returns done in a way that gives everyone peace of mind.

UA
User in Accounting
Validated Reviewer
Verified Current User
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content

"Great Tax Software"

What do you like best?

I like that the software is very easy to navigate. It has a very helpful search function.

What do you dislike?

I dislike how long it takes for the program to pull up on my computer. It is very slow to start.

What problems are you solving with the product? What benefits have you realized?

ProSeries helps us to provide an excellent tax preparation service to our clients. One benefit is that it can easily sort clients and filter clients based on criteria that you specify.

UA
User in Accounting
Validated Reviewer
Review Source
content

"Easy filing of returns"

What do you like best?

it is very simple to use for people who understand tax. i like the fact that you can file returns for foreign countries easily.

What do you dislike?

it is expensive for small businesses and sometimes the customer support is not very responsive

Recommendations to others considering the product:

I highly recommend companies to use this product as it solves many accounting problems and integrates easily with other softwares

What problems are you solving with the product? What benefits have you realized?

we were looking for a product that can handle all tax related issues and this has made it possible. we can file all tax returns from branches in other countries very easily and quickly

Rebecca N.
Validated Reviewer
Review Source
content

"ProSeries a oriduct you can trust!"

What do you like best?

I love how clients data flows from previous years seamlessly into the next years returns. The software consistently works well every year with no glitches. I have been using it for 5 years and have had no problems. I have also used the back years to 2002 and they have helped me to get my tax clients compliant with tax filings easily.

What do you dislike?

Would like the price to be a bit lower when networking multiple computers in my office.

What problems are you solving with the product? What benefits have you realized?

Working with tax clients, I see many with back years unfiled. With ProSeries I know I can handle any back year with easy for business or personal returns. Federal and multi states are a breeze to file, electronically or by paper.

UA
User in Accounting
Validated Reviewer
Verified Current User
Review Source
content

"Intuit ProSeries"

What do you like best?

Ease of use. ProSeries has great navigation settings so it's easier for beginners to learn and advanced users to analyze tax clients.

What do you dislike?

Sometimes, the software makes the wrong calculations and we would need to override it.

What problems are you solving with the product? What benefits have you realized?

It makes it easier for us to prepare tax returns for all our clients, without the hassle of going through each form or each figure in the tax returns.

UA
User in Accounting
Validated Reviewer
Verified Current User
Review Source
content

"intuit"

What do you like best?

I liked being able to do payroll for clients and making it sync with QuickBooks. It is very user friendly.

What do you dislike?

I disliked how the reports for taxes where setup. Really hard to figure somethings out and had to go through every payroll for some information where it should of been right there.

What problems are you solving with the product? What benefits have you realized?

I am able to do payroll and pay taxes for clients. It also puts data into QuickBooks that you enter for payroll.

Greg H.
Validated Reviewer
Review Source
content

"Not so in to it"

What do you like best?

As goes with most intuit products they are good, but I feel like this isnt going in the right direction. Not much that I liked most.

What do you dislike?

I didnt like the user interface, nor did I like the check processing abilities.

Recommendations to others considering the product:

Keep looking. Unless you are a huge fan of intuit this is not the best.

What problems are you solving with the product? What benefits have you realized?

Accounts payable, receivables and check processing.

U
User
Validated Reviewer
Review Source
content

"Pro series review "

What do you like best?

It is a easy to use tax filing system that lets me prep and do filling for all the employees needed which is great in one package and don’t need to worry about getting multiple or spending more money.

What do you dislike?

There isn’t much I don’t like it is strait forward and helpful to my business tax needs

What problems are you solving with the product? What benefits have you realized?

I can manage all my employee tax needs with the proseries unlike others I have tried in the past and it has helped me feel secure in my choices.

Otis H P.
Validated Reviewer
Review Source
content

"Data Software Storage "

What do you like best?

Pro Series: The tax software was great. They offered a complimentary version to try out first. After a few years, I found out it was user friendly and easy.

What do you dislike?

The company is superb nothing to add not one thing.

Recommendations to others considering the product:

If you want top notch data support use ProSeries.

What problems are you solving with the product? What benefits have you realized?

I like that it's more than just a tax software. It transfer clients data very well. Very professionalism.

UC
User in Cosmetics
Validated Reviewer
Verified Current User
Review Source
content

"Helpful Learning Tools "

What do you like best?

Proseries was a bit hard to set up for my company profile but customer service was very helpful. I loved the how to videos as they were very helpful, especially with understanding how to complete tax returns.

What do you dislike?

The initial setup. I had to speak to customer service for a few hours.

Recommendations to others considering the product:

Great product.

What problems are you solving with the product? What benefits have you realized?

Filing tax returns, be it business or corporate.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Great tax software but not cheap"

What do you like best?

Easy to use and accurate. Has every tax form I need in my tax practice

What do you dislike?

Over the years ProSeries has gotten very expensive. Drake Tax Software is much cheaper and can do more.

Recommendations to others considering the product:

Excellent tax software but pricey

What problems are you solving with the product? What benefits have you realized?

I have used this product since 2001.

A
Administrator
Validated Reviewer
Review Source
content

"Very easy and straightforward"

What do you like best?

I love the ease of use of this software. It's so easy to find forms you are looking for. I also love that you can transfer client data from previous years.

What do you dislike?

I don't like that the integration feature they have with Efile Cabinet never works.

What problems are you solving with the product? What benefits have you realized?

Being able to transfer client data cuts my time in half and it also lets me keep track things that were done in previous years without opening that software so that I can know if my client is missing information that they usually have.

Kisha B.
Validated Reviewer
Review Source
content

"Excellent Tax Software "

What do you like best?

I have used ProSeries to prepare returns for more than 6 years now. Ease of use with data import saves me time year after year.

What do you dislike?

The only thing I dislike about using Proseies is that you can’t use last years program without the current years license

What problems are you solving with the product? What benefits have you realized?

Quicker return processing and file management

Anna J.
Validated Reviewer
Review Source
content

"Series: Protax"

What do you like best?

That you can manage worksheets and returns for different clients while tracking their progress

What do you dislike?

It could use more updating. And is not set up for large financial institutions

Recommendations to others considering the product:

It is very useful for mid to small financial institutions.

What problems are you solving with the product? What benefits have you realized?

Clients with large financial accounts need different software to handle the capacity.

UI
User in Internet
Validated Reviewer
Review Source
content

"not bad but can be better"

What do you like best?

good features for my company, multi-company, multicurrency, and ease to generate financial statements

What do you dislike?

reporting isn't great. it's pretty rigid, not many options to filter and we cannot save reports so we have to start over very time

Recommendations to others considering the product:

try it for a while and make sure they offer change management services

What problems are you solving with the product? What benefits have you realized?

we manage to maintain revenue and cost information across multiple locations in several currencies. We also consolidate financial data from all locations, including separate business units for each location

CA
Consultant in Accounting
Validated Reviewer
Verified Current User
Review Source
content

"The best software for professional preparers"

What do you like best?

Everything, the functionalities keeps getting better each year. I cannot find anything wrong with ProSeries as its top of the line.

What do you dislike?

I wish it had more automation to it. Where pictures can be uploaded to complete forms such as the W-2 and 1099s.

What problems are you solving with the product? What benefits have you realized?

Tax Return Preparations are easier

AA
Administrator in Accounting
Validated Reviewer
Verified Current User
Review Source
content

"Great Accounting Software"

What do you like best?

ProSeries is user friendly and it makes filing tax returns simple and efficient.

What do you dislike?

If a electronically filed tax return does not successfully get transmitted, I do not receive any special alerts.

What problems are you solving with the product? What benefits have you realized?

We are using this as our dedicated tax filing software.

UI
User in Investment Management
Validated Reviewer
Review Source
content

"Ease of Use of ProSeries"

What do you like best?

It is very user friendly and has most all of the schedules you would need. There is a ask the question and it helps to tell you where to enter certain items. It carries over prior years information to the next tax year.

Great security for the important and private data.

What do you dislike?

I dislike the sign in procedure, but I understand that it is part of the security.

What problems are you solving with the product? What benefits have you realized?

Solving tax issues for clients and helping them prepare for the next year with some tax planning.

Kate from G2

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* We monitor all ProSeries reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.