# ProSeries Tax Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ProSeries Tax Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more.

Source: https://www.capterra.com/p/249725/Intuit-ProSeries-Tax

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# 

 ProSeries Tax Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

ProSeries Tax

## What is ProSeries Tax?

Intuit ProSeries Tax is the easy-to-use professional tax software that helps you get through returns quickly and accurately. Its comprehensive diagnostics instantly pinpoint where errors are and where to fix them. The tax preparer software has over 3,700 forms that span every individual client or business tax scenario across the United States. It also has 27 time-saving tools, transparent workflows, and integrated options such as cloud hosting, electronic signature tools, and more.

## What is ProSeries Tax used for?

[Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/)[Sales Tax](https://www.capterra.com/sales-tax-software/)

Overall rating

Based on 163 user reviews

Reviews sentiment

Positive

74%

Neutral

15%

Negative

11%

Pros & cons

Intuitive navigation and interface

Unreliable customer assistance experience

Starting price

$579

Flat Rate, Per Year

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ProSeries Tax

4.0 (163)

VS.

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$579

Flat Rate

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (163)

Ease Of Use

4.5 (3,578)

Value For Money

3.5 (140)

Value For Money

4.6 (2,988)

Customer Service

3.6 (133)

Customer Service

4.6 (2,885)

## ProSeries Tax alternatives

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

[4.0 (350)](https://www.capterra.com/p/75673/AvaTax/reviews/)

Starting price

Contact vendor for pricing

[MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)

[4.5 (227)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/)

Starting price

$695.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/)

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

[3.8 (113)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

Starting price

$349.99

Per User, Per Month

[Learn More](https://www.capterra.com/p/176133/Drake-Tax/)

[View all alternatives](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/alternatives/)

## Pros and Cons

Intuitive navigation and interface

95% positive reviews out of 66

Most reviewers describe ease of use as a key benefit, highlighting intuitive navigation, clear layouts, and straightforward workflows that simplify learning and daily tasks for both beginners and experienced users.

Unreliable customer assistance experience

58% negative reviews out of 50

Most reviewers indicate customer support is slow, difficult to reach, and often unhelpful, with long wait times and inexperienced staff leading to unresolved issues and frustration.

David B

Partner, 2 - 10 employees.

"Support won't help fix a problem making this program essentially useless now after installing on brand new Lenovo Thinkpad Windows 11 Pro workstation."

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Status Tracking

4.1 (11)

72.73% of 11 reviewers that rated this feature as important or highly important

Track the status over time for a request, process, asset, or transaction

Tax Calculation

4.5 (11)

100.00% of 11 reviewers that rated this feature as important or highly important

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Tax Forms

3.9 (11)

100.00% of 11 reviewers that rated this feature as important or highly important

Declaration of income made to tax authorities

Tax Filing

4.4 (9)

144.44% of 9 reviewers that rated this feature as important or highly important

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Tax Compliance

4.7 (7)

157.14% of 7 reviewers that rated this feature as important or highly important

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Data Import/Export

3.8 (4)

25.00% of 4 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

ProSeries Tax 25 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

Graphical representation of data

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Transmit documents to regulatory authorities over the web

Reminders sent via email

Designed for tax practices

Integrates with QuickBooks

Oversee the process of issuing refunds

Track the status over time for a request, process, asset, or transaction

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Declaration of income made to tax authorities

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Financial planning for tax purposes

Determining value of properties/purchases to calculate tax

Track movement of transactions across accounts

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Features

4.0 (163)

4.0

Based on 163 reviews

## Pricing

Value for money

3.5 (140)

[View pricing plan details](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/pricing/)

ProSeries Basic

$579.00

Flat Rate,Per Year

It includes:

-   20 form 1040s
-   20 individual state returns
-   1 state supported

ProSeries Professional

$409.00

Flat Rate,Per Year

It includes:

-   Pay-per-return on 1040s
-   $55 per state business return
-   Multiple-user access

Value for money

3.5 (140)

3.5

Based on 140 reviews

## Support, customer service and training options

Customer Service

3.6 (133)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.6 (133)

3.6

Based on 133 reviews

## User reviews

Overall rating

4.0

Based on 163 reviews

Filter by rating

5(66)

4(53)

3(25)

2(7)

1(12)

Mentioned topic

Sorted by most recent

NB

Neal B.

Office Manager Tax Accountant

Accounting

### "Proseries Is great for a small firm."

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 11, 2026

Overall Proseries has been a positive experience. I like the ability to create letters in proseries and invoice the client.

Pros

We have been using Proseries since 2008. Every new hire that we have trained on this product has picked up on it quickly. They have great support for times when issues do arise. We can quickly export client list and address for annual mailings. The software is very well organized for inputting data. Since we have been with proseries for so long we get a very health discoun t on the cost.

Cons

There are only a few services compatible with proseries to take clients uploaded documents and automatically input them into proseries. And the ones that offer this capability are extremely proud of their products. The push updates out in the middle of the day, and force you to make everyone get out while the update is going on. And by the way, when they push an update they disable the ability to efile until the update is installed

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

XA

Xavier A.

Administrator

Accounting

### "Not recommend"

1.0

Overall Rating

1.0

1.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

January 25, 2026

Pros

Normally they use to be ready for tax season before IRS open the season. It is nice software, but this year are not ready.

Cons

Tax Season opens January 26; however Arizona State will not be ready until February 7th. you will need to make your customers back because PROSERIES is not ready.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LR

LUIS R.

ACCOUNTANT

Accounting

### "PRECIO DE UN SOFTWARE"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

January 22, 2026

ES UN BUEN PROGRAMA Y UN BUEN SERVICIO, ES UNA LASTIMA LO CARO QUE ES. ESTABA ACOSTUMBRADO A ESTE SOFTWARE, PERO NO CONSIDERARON QUE LOS EMPRESAS PEQUENAS NO PUEDEN ENFRENTAR ESOS COSTOS.

Pros

LO HE USADO POR ANOS, ES UN BUEN SOFTWARE Y PARA MI FACIL Y BUEN SERVICIO AL CLIENTE. TODOS ESTOS ULTIMOS ANOS EN QUE LO HE USADO ME HE SENTIDO SATISFECHO, ESTABA MUY FAMILIARIZADO CON ESTE PROGRMA.

Cons

TODOS LOS ANOS HAN AUMENTADO EL PRECIO Y ES DEMASIADO, HABIENDO COMPETENCIA QUE SE CREEN SON LOS UNICOS, YA ENCONTRE UN COMPETIDOR, QUE EL PRECIO NO SE PUEDE COMPARAR, HABLAN INGLES Y ESPANOS, MUY AMABLE SON.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Administrative Specialist

Accounting

### "Software is Good - Training is Poor"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

1/10

January 12, 2026

Pros

The tax software itself was user friendly, once you understood how to use it. The cost was comparable to other software systems.

Cons

Our firm received minimal training for this software, which made it really difficult to use the product. There was a lot of information we did not receive, and had to learn on our own. This could have been easily resolved had we received better training when we first onboarded.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RZ

Renata Z.

Naturopathic Doctor

Alternative Medicine

### "Great option!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

January 3, 2026

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MV

Meghan V.

Lead Teacher

Child Day Care Services

### "ProSeries Tax Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 30, 2025

It was easy to use ProSeries Tax for my needs.

Pros

I liked that I was able to get my W2 forms easily.

Cons

There wasn’t really anything that I didn’t like about ProSeries Tax.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VO

Vincent O.

Owner

Accounting

### "Proseries Standards"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

2.0

2.0

Likelihood to Recommend

0/10

March 17, 2025

Overall it isn't a bad software just hasn't improved and support has declined.

Pros

It is easy to use, flows well and professional.

Cons

No major improvements in the last 5 years, they started nickeling and diming you on such things as the cloud, esignatures. They only provide two major packages a 200 return package and an unlimited nothing in bewteen so it stifles your growth as a tax firm.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TD

Traci D.

Owner

Accounting

### "ProSeries Tax"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

2/10

February 3, 2025

Have used them for many years until I wouldn’t get tech support.

Pros

It was nice because it worked with quickbooks and was easy to use.

Cons

They technical support needs to be improved.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JJ

Justin J.

Accountant

Accounting

### "Hard To Use and More Expensive Than Other Similar Programs"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

4.0

4.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

March 26, 2024

I did not enjoy using this product and switched to a different tax software.

Pros

ProSeries has all of the functions that you would expect from professional tax software. The client organizers are well done and information seems to flow from the prior year to the current year well.

Cons

I found ProSeries to be harder to navigate than the some of its competitor's programs. It was also nearly impossible to get someone on the phone for assistance.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KT

KS T.

Owner

Accounting

### "Ease of use?"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

February 22, 2024

Horrible. Not intuitive. Interface is way too busy.

Pros

It's abhorrent. There are no pros to ProSeries

Cons

It's like using Windows 97. It's clunky. Intuit claims it's a forms-based program. It's not. The input screen is too large. Selecting 60% does nothing. As such you have to use the mouse to scroll and scroll.

Switched from

[Confluence](https://www.capterra.com/p/136446/Confluence/)

I switched back to ATX despite having to pay.

Reasons for choosing ProSeries Tax

I ended up switching back to ATX. Despite having paid for ProSeries, I switched back to ATX.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/)

Popular comparisons

[TaxDome vs ProSeries Tax](https://www.capterra.com/compare/186749-249725/TaxDome-vs-Intuit-ProSeries-Tax)[MyTAXPrepOffice vs ProSeries Tax](https://www.capterra.com/compare/179883-249725/my-TAXprep-office-vs-Intuit-ProSeries-Tax)[Drake Tax vs ProSeries Tax](https://www.capterra.com/compare/176133-249725/Drake-Tax-vs-Intuit-ProSeries-Tax)[TurboTax Business vs ProSeries Tax](https://www.capterra.com/compare/179846-249725/TurboxTax-Business-vs-Intuit-ProSeries-Tax)

[Lacerte Tax vs ProSeries Tax](https://www.capterra.com/compare/249725-249726/Intuit-ProSeries-Tax-vs-Lacerte-Tax)[Intuit ProConnect Tax vs ProSeries Tax](https://www.capterra.com/compare/249725-249727/Intuit-ProSeries-Tax-vs-ProConnect-Tax)[UltraTax CS vs ProSeries Tax](https://www.capterra.com/compare/79430-249725/eDiscovery-Point-vs-Intuit-ProSeries-Tax) 

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