--- description: Review of ProSeries Tax Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ProSeries Tax | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Tax Preparation Software](/directory/4497/tax-preparation/software) > [ProSeries Tax](/software/138508/intuit-proseries-tax) # ProSeries Tax Canonical: https://www.softwareadvice.co.nz/software/138508/intuit-proseries-tax Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.nz/software/138508/intuit-proseries-tax?page=2) > Intuit ProSeries Tax is cloud-based tax software designed to help accounting firms manage their tax practice. The solution helps accountants prepare returns, file e-forms, track tax filing errors through diagnostic tools. It also enables them to monitor status and validate return data before it is e-filed with the IRS or state tax department. With secure and scalable access to data from anywhere at any time, ProSeries Tax automates routine tasks during tax season and improves efficiency in daily operations throughout the year. One of the key features of ProSeries Tax is its wide range of supported tax forms, covering individual, business, and state returns. The software supports 1040, 1120, 1120S, 1065, and many more forms, ensuring that professionals can cater to diverse client requirements. The extensive form library within ProSeries is equipped to handle complex tax scenarios, making it a versatile choice for tax preparers. ProSeries Tax offers integration capabilities that enhance its functionality and streamline workflow. The integration with QuickBooks allows for the seamless import of client financial data directly into tax returns, reducing the need for manual data entry and minimizing errors. This feature is particularly beneficial for accountants already utilizing QuickBooks for bookkeeping and financial reporting tasks. The software includes tools for electronic filing, enabling professionals to submit federal and state tax returns directly through the platform. This e-filing capability ensures compliance with IRS standards and offers a fast, efficient way to handle multiple client submissions simultaneously. Additionally, the system supports direct deposit options for taxpayer refunds, adding convenience for clients. The professional-grade diagnostics feature of ProSeries Tax helps identify potential errors and omissions in tax returns. This tool evaluates returns for accuracy, guiding users through corrections before submission. The diagnostics check adheres to tax law updates and reduces the possibility of audits, helping maintain a smooth filing process. ProSeries Tax also provides client communication tools such as customizable documents and reports, which ensure clear and professional correspondence regarding tax matters. The software allows for easy generation of client letters and summaries, assisting in keeping clients informed about their tax status and any changes in tax codes or requirements. Security is another vital component of ProSeries Tax, with features implemented to safeguard sensitive client information. The software includes secure file sharing options and data encryption, ensuring that sensitive tax data remains confidential throughout the preparation and filing process. These measures align with regulatory standards, enhancing the software's reliability for professional use. ProSeries Tax delivers a variety of essential features tailored for the unique demands of tax professionals. Its support for a wide array of forms, integration with QuickBooks, e-filing functionality, professional diagnostics, client communication tools, and robust security measures make it a comprehensive solution for managing tax preparation tasks. > > Verdict: Rated **4.0/5** by 163 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 163 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 3.6/5 | Based on overall reviews | | Value for Money | 3.5/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Intuit - **Founded**: 1983 ## Commercial Context - **Pricing model**: Flat Rate - **Pricing Details**: Intuit offers various pricing plans for ProSeries Tax. The pricing is structured based on the number of returns, features, and additional services that cater to both individual and business tax preparation. The plans range from Basic to Advanced to ensure that there’s an option suitable for any accounting professional, from those handling a few clients to larger firms managing extensive tax filings. ProSeries Basic: starting at $579 per year ProSeries Professional: starting at $409 per year Contact Intuit for specific pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - Accounting - Alerts/Notifications - Billing & Invoicing - Client Management - Client Portal - Data Import/Export - Data Visualisation - Digital Signature - Document Management - Document Storage - Electronic Filing - Electronic Submission - Email Reminders - For Tax Practices - QuickBooks Integration - Refund Management - Status Tracking - Tax Calculation - Tax Compliance - Tax Filing ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Tax Preparation Software](https://www.softwareadvice.co.nz/directory/4497/tax-preparation/software) ## Related Categories - [Tax Preparation Software](https://www.softwareadvice.co.nz/directory/4497/tax-preparation/software) - [Corporate Tax Software](https://www.softwareadvice.co.nz/directory/4282/corporate-tax/software) - [Sales Tax Software](https://www.softwareadvice.co.nz/directory/4684/sales-tax/software) ## Alternatives 1. [TaxDome](https://www.softwareadvice.co.nz/software/335839/taxdome) — 4.7/5 (3578 reviews) 2. [MyTAXPrepOffice](https://www.softwareadvice.co.nz/software/285311/mytaxprepoffice) — 4.5/5 (228 reviews) 3. [Drake Tax](https://www.softwareadvice.co.nz/software/444430/drake-tax) — 3.8/5 (113 reviews) 4. [TurboTax Business](https://www.softwareadvice.co.nz/software/327542/turbotax-business) — 4.5/5 (273 reviews) 5. [Lacerte Tax](https://www.softwareadvice.co.nz/software/356714/lacerte-tax) — 4.1/5 (17 reviews) ## Reviews ### "Intuit Tax..Great software" — 5.0/5 > **Tonette** | *5 February 2019* | Accounting | Recommendation rating: 9.0/10 > > **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. > > I do really like the product\! ----- ### "Great option\!" — 4.0/5 > **Renata** | *3 January 2026* | Alternative Medicine | Recommendation rating: 6.0/10 > > **Pros**: I really liked the ease of use, and it felt like the best bang for my buck when actually inputting all of the data > > **Cons**: A lot of fields and as someone who does everything themselves, it was a bit time consuming and I didn't love that. ----- ### "Worthy contender" — 4.0/5 > **Randy** | *19 April 2018* | Accounting | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Easy to use tax preparation software" — 5.0/5 > **Verified Reviewer** | *8 January 2020* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: I use ProSeries Professional with other Intuit products such as Fixed Asset Manager in my daily work as a tax specialist. It is my long-term favoured tax preparation software for several reasons. Although any professional accounting software has a steep learning curve, I find ProSeries relatively painless to use. It is undoubtedly quicker and easier to use than alternatives such as TurboTax. In my experience, it produces very accurate returns. This ease of use allows me to spend more time where it counts, dealing directly with clients. > > **Cons**: It would be beneficial for the direction of the ProSeries software if the company were to work on improving the capacity of the online version. There are also some minor user issues, such as the lack of particular worksheets, which force the user back on manual additions, such as W-2 forms. ----- ### "Great Software for Tax Professionals" — 5.0/5 > **Jason** | *4 May 2019* | Financial Services | Recommendation rating: 9.0/10 > > **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. > > I have a good experience with this software year after year. I would recommend it. ----- Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.nz/software/138508/intuit-proseries-tax?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/138508/intuit-proseries-tax) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data