What is Intuit ProSeries Tax?

Efficiently and confidently prepare tax returns with software that is celebrated for its intuitive design and sophisticated error-checking capabilities. Uncover the reasons behind ProSeries' enduring reputation as the leading choice for professional tax software, as it attracts over 60,000 users annually. Experience enhanced productivity on every return through integrated time-saving features that optimize your workflow. By clearly stating your requirements, you can quickly access the essential forms or sections for data entry. Enjoy a remarkable time savings of 23 minutes on each return by swiftly identifying which fields need your input, and effortlessly send client email requests with a single click. You can rest easy knowing your returns are precise, thanks to comprehensive diagnostic tools that promptly flag errors and guide you towards the necessary fixes. Customize a solution that fits seamlessly with your practice's specific needs and only pay for the functionalities you actually utilize. Moreover, explore our bundle options for significant cost reductions on each return processed. This is an excellent opportunity to enhance your tax preparation efficiency while boosting your overall productivity and client satisfaction. Ultimately, embracing these tools will not only streamline your workflow but also empower you to deliver more value to your clients.

Pricing

Price Starts At:
$340 per year
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Intuit
Date Founded:
1983
Company Location:
United States
Company Website:
proconnect.intuit.com/proseries/

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Intuit ProSeries Tax Categories and Features

Tax Planning Software

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Sales Tax Software

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Corporate Tax Software

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Intuit ProSeries Tax Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: CPA
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Loyal to ProSeries

    Date: Dec 13 2020
    Summary

    Been using ProSeries for many years and we’re really familiar with it. Integrates well with SmartVault for doc storage also.

    Positive

    ProSeries does a good job of guiding the user to the errors and missing info so they can be fixed efficiently. You can customize letters to clients and add your engagement letter to the transmittal letter.

    Negative

    They take a long time to roll out and update the Form 990 and I use it early in the year. It is treated as a lower priority but that’s inconvenient for me.

    Read More...
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