# ProSeries Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ProSeries Tax the right Corporate Tax solution for you? Explore 163 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews --- ProSeries Tax 4 (163) [View alternatives](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ProSeries Tax Ease of use 4.1 Customer Service 3.6 ## Pros and Cons in Reviews NB Neal B Office Manager Tax AccountantAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “I like the ability to create letters in proseries and invoice the client.“ February 11, 2026 VO Vincent O OwnerAccounting, Self-employedUsed the software for: More than 2 years. “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.“ March 17, 2025 MV Meghan V Lead TeacherChild Day Care Services, 11 - 50 employeesUsed the software for: 6-12 months. “I liked that I was able to get my W2 forms easily.“ March 30, 2025 RZ Renata Z Naturopathic DoctorAlternative Medicine, Self-employedUsed the software for: Less than 6 months. “A lot of fields and as someone who does everything themselves, it was a bit time consuming and I didn't love that.“ January 3, 2026 MV Meghan V Lead TeacherChild Day Care Services, 11 - 50 employeesUsed the software for: 6-12 months. “It was easy to use ProSeries Tax for my needs.“ March 30, 2025 DB David B PartnerAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Support won't help fix a problem making this program essentially useless now after installing on brand new Lenovo Thinkpad Windows 11 Pro workstation.“ September 5, 2023 JJ Justin J AccountantAccounting, Self-employedUsed the software for: 1-2 years. “ProSeries has all of the functions that you would expect from professional tax software.“ March 26, 2024 RR Rachel R Enrolled AgentAccounting, Self-employedUsed the software for: More than 2 years. “I was missing many state tax forms that I feel for over $5,000 the program should have.“ June 19, 2023 ## Showing most helpful reviews Showing 1-25 of 163 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kali A. Assistant County Attorney Law Practice Used the software for: 2+ years ### "Great Tax Software Program" May 15, 2019 4.0 Overall, Intuit ProSeries Tax is a good program that helps me achieve my goals when it comes to tax preparation. 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. Review Source Response from Intuit 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 MA Maria A. Tax professional Accounting Used the software for: 2+ years ### "Good product, easy to use, but not cheap" May 17, 2022 4.0 It's a good product, easy to use and have most of the forms I need in my daily practice, but it's in the expensive side. Pros Easy to use, alert when there are product updates. The review feature is great. Cons The price. That's my only complain. I have been thinking about changing tax software for a while, but it's an inconvenience and I am afraid of the conversion to another one and the learning curve. Otherwise I would have changed. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Reason for choosing ProSeries Tax Lacerte was more expensive, and I was afraid Drake wasn't going to shine for the kind of clients I have. Review Source NB Neal B. Office Manager Tax Accountant Accounting Used the software for: 2+ years ### "Proseries Is great for a small firm." February 11, 2026 4.0 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 VR Verified Reviewer Administrative Specialist Accounting Used the software for: 1-2 years ### "Software is Good - Training is Poor" January 12, 2026 2.0 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 SM Shea M. President Accounting Used the software for: 2+ years ### "ProSeries Tax Review" May 17, 2022 4.0 Pros Ease of use and the installation process Cons As with all Intuit products I use: constantly crashing, bugs seem to be in every update released which can be extremely frustrating and time consuming during tax season Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Reason for choosing ProSeries Tax Length of time using ProSeries makes it difficult to make the jump to a different product Review Source KT KS T. Owner Accounting Used the software for: Less than 6 months ### "Ease of use?" February 22, 2024 1.0 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. Reason for choosing ProSeries Tax I ended up switching back to ATX. Despite having paid for ProSeries, I switched back to ATX. Switched from [Confluence](https://www.capterra.com/p/136446/Confluence/) I switched back to ATX despite having to pay. Review Source DA Dara A. Tax Accountant Financial Services Used the software for: Less than 6 months ### "Run Away! Do Not Purchase" January 30, 2024 1.0 ProSeries Tax Software Totally Sucks! Horrible software Pros There are no pros. There is nothing nice to say about the software Cons The conversion of this software has been a disaster. The software is not user friendly. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Cost factor was the driving decision. Someone else was looking for a software that could generate reports for Admin review. Review Source VR Verified Reviewer Nintendo Switch Holiday Staff Media Production Used the software for: Less than 6 months ### "Do your Taxes or else" April 29, 2020 3.0 Definitely something you must learn how to use in order to get a tax write-off. Pros You can take photos of receipts and it calculates for you to make doing taxes easier. Definitely a time saver. Cons You either wait on software to take image and or have tow rite everything in detail one by one. Definitely a process to learn. Reason for choosing ProSeries Tax Client/Boss chosen it and I did task of reporting papers to company taxes. Switched from [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) Client was using Intuit due to timeframe of project Review Source XA Xavier A. Administrator Accounting Used the software for: 2+ years ### "Not recommend" January 25, 2026 1.0 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 VO Vincent O. Owner Accounting Used the software for: 2+ years ### "Proseries Standards" March 17, 2025 3.0 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 MC Michael C. Owner Accounting Used the software for: 2+ years ### "Intuit's ProSeries is easiest to learn and to use." September 26, 2017 4.0 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! Review Source BH BARRY H. CPA Accounting Used the software for: 6-12 months ### "DISAPPOINTED" May 9, 2017 3.0 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. Review Source GP Glen P. Manager Accounting Used the software for: 2+ years ### "Do not invest in ProSeries Professional - support is not knowledgeable or responsive" April 3, 2021 1.0 Pros The interface is easy to use. There is not much else to like about it. Cons We rarely, if ever, get through to a support person. When we do reach a support person, it is always a first-level support person who does not understand the tax question or the technical questions we pose. They are "not allowed" to transfer phone calls to someone who might understand the question according to one support person we spoke with recently, and the supervisors who assist in the background also seem to have little tax knowledge or hands on experience with the software. The list of defects is endless - the CT EITC form does not work correctly, the software does not pass on to a Connecticut part-year return a 1099R distribution, and it does not pass on to a Connecticut resident return a 1099R with a distribution code PJ in box 7, and the list goes on and on. Maybe one star rating on a good day for the software and none for their support. Reason for choosing ProSeries Tax The pricing was comparable, and we thought the interface was easier. Review Source SJ Stephen J. Owner Construction Used the software for: 1-2 years ### "Great place to do your taxes . " March 10, 2021 5.0 Love it I'm doing my own taxes from here on out . I loved it . So simple . Try it you can do a practice run with their estimate for free no cost at all . What can you lose on that ? Pros It's awesome they walk you though it step by step asking you everything they need to ask to find out the best way for you to file. They even have an estimate you can do before you file that will tell you about what your looking at which was awesome. I filed my taxes for 49.00 which was the cheapest I've ever done my taxes for they estimated me getting around 4,500 back case I have three kids I take care of , and I got back 4,688 which was pretty accurate considering I rounded off my amounts to make an easier estimate . Great program easy to use I would recommend everyone to try it it's really simple and you don't have to know anything about filing taxes it does it all for you if you can answer simple basic questions about yourself and your work . Cons I really can't say anything bad it was so simple and easy and saved me a ton of money . I would be ungrateful to say anything bad about this company because it really is the easiest . It was harder for me to go to H&R block and pay those hidden fees they don't really tell you they re charging you especially knowing how simple it was on my own with this program . Great program I give them 10 out of 10 on ease and affordable also a 10 . Review Source CP Curt P. Owenr Accounting Used the software for: 2+ years ### "Proseries Professional Backslides" April 25, 2019 3.0 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. 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. Review Source RM ROB M. PRESIDENT Accounting Used the software for: 2+ years ### "GREAT TAX SOFTWARE " January 30, 2020 5.0 I have been with them for over 20 years. I think for the money this will be perfect for most small tax practices. Pros They do a good job of programming and carrying forward the necessary information. They are constantly updating and making better during tax season. Cons Sometimes the improvements are not. We use to be able to print to 1 big PDF the client letter and the return, now it comes in 2 pdfs. Makes it difficult because we store it first in PDF format first. When there is an operating system up date or complete change like going to windows 10, there seems to be lots of crashes and make processing tax returns difficult. Reason for choosing ProSeries Tax Other professional friends were using the same software. Review Source JW Josh W. Tax Accountant III Hospitality Used the software for: 2+ years ### "Intuit Proseries Tax" December 5, 2018 4.0 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. 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. Review Source DC Darlene C. Attorney Legal Services Used the software for: 2+ years ### "Tax Software Leader" February 12, 2020 5.0 I've been using Pro Series to generate and efile tax returns since Intuit bought out Parsons decades ago. Pros Pro Series is easy to use even on complex returns. It is flexible. I prefer to go straight to the returns because I know which ones to use. But it can also guide you through with questions. Cons The price is very high for a small firm. It is the price that makes me look at other products. I am sure Intuit must be making a huge profit but it takes a serious bite out of mine. Review Source DB Debbie B. Bookkeeper Used the software for: 2+ years ### "Professional Tax Preparation" February 14, 2019 5.0 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. Review Source SS Susan S. Senior Accountant Accounting Used the software for: 2+ years ### "Used to prepare corporate taxes" May 8, 2018 4.0 Good for preparing corporate returns. 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! Review Source Response from Intuit 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. EK Eric K. Financial Advisor Financial Services Used the software for: 2+ years ### "Great Software" December 3, 2019 5.0 Our new employees that used the software could easily maneuver through the site and complete returns with confidence. Pros It was easy to use. Not everyone knows taxes so the software would give explanations to the questions so you don't make errors. Cons The software was good. It was reliable and helpful so I have nothing bad to say about it. I stopped using it because I got with a company that has it's own software. Review Source GH George H. Owner Accounting Used the software for: 2+ years ### "Easy Professional Tax Prep Software" July 25, 2019 5.0 Pros Robust software that provides a straight forward easy to use interface for tax preparation across all 50 states and the IRS Cons little cumbersome changing back & forth between clients. Reason for choosing ProSeries Tax Have used Intuit products for years with CPA firms and starting my own tax prep firm I went with a solid product that I know I can rely on. Review Source CM Chris M. Advisor Financial Services Used the software for: 2+ years ### "ProSeries Dependability" April 18, 2019 4.0 Proseries has been a very dependable tool for us for the past 20 years, and it is the cornerstone of our practice. 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. Review Source LB Lester B. Nurse Practitioner/Educator Accounting Used the software for: 1-2 years ### "It couldn't have been easier! I was amazed!!!!" June 17, 2020 5.0 Overall, I was pleased with the experience. It was much easier to use than I imagined. I am always a little intimidated with the use of new software. I would recommend this for anyone who needs to import information, as it is detailed and quite thorough! Pros It's functionality and availability was particularly helpful. I was impressed by customer support! Cons While I did find it much easier to use than I thought, it still was a little daunting. Review Source jP john P. president Insurance Used the software for: 2+ years ### "tax software review" August 12, 2019 5.0 i am preparing income taxes, very easy to use Pros ease of use, everything flows from year to year very smoothly Cons the cost of the product is getting very high Reason for choosing ProSeries Tax i have used it for over 20 years, it is the top tax software Review Source Similar Products Featured