# ProSeries Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ProSeries Tax the right Corporate Tax solution for you? Explore 164 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

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ProSeries Tax

4 (164)

[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/)

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Last updated March 13th, 2026

# Reviews of ProSeries Tax

Ease of use

4.1

Customer Service

3.6

## Pros and Cons in Reviews

Intuitive navigation and interface

95% positive reviews out of 66

Most users comment ease of use enables quick learning, efficient navigation, and straightforward information entry.

Slow and ineffective support

56% negative reviews out of 54

Most reviewers indicate customer support is unresponsive, inexperienced, and often fails to resolve technical issues.

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."

## Showing most helpful reviews

Showing 1-25 of 164 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Hannah H.  
Tax Preparer  
Accounting  
Used the software for: 2+ years

### "Proseries Intuit"

May 5, 2026

5.0

Love this software. Have been using it for over 10 years. We continue to purchase it year after year.

Pros

The ease of using the product to prepare tax returns. Love that it helps you with the review process.

Cons

There were a few glitches this year where files where rejected because it said the returns were missing 1095-a and they were not.

Review Source

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

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

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

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

RZ

Renata Z.  
Naturopathic Doctor  
Alternative Medicine  
Used the software for: Less than 6 months

### "Great option!"

January 3, 2026

4.0

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

ZW

Zach W.  
CPA  
Accounting  
Used the software for: 2+ years

### "ANY SOFTWARE IS BETTER THAN THIS"

March 26, 2021

1.0

The biggest thing to consider is that Intuit just releases this product each year without any incentive or reason to make it better. I'm sure you've seen all their TurboTax and QuickBooks commercials and advertising. Those are the products they care about. Not a thing has been added or changed in the last 10 years, but the price has. Why would you give money to a company that doesn't care about the product they sell to you? Intuit doesn't even have any customer service. It's asinine. You don't have anywhere to go for a solution which is huge for tax filing software. We now use Drake for, I kid you not, less than a 1/4 of the cost. IT IS ASTRONOMICALLY BETTER. Even if it wasn't, at least we saved money for a similar product. Drake has a live US person to answer the phone M-F 8AM to 10PM and 8AM to 6PM on Saturdays. The hold time is very quick so you're not stuck on the line waiting. Say you don't have ProSeries up on your computer yet...expect to wait at least 5 minutes before you're in a return looking at what you need. I had clients call me up with a question and I'd have to wait that long just to be able to look at their return. Drake pops up soon as you click the icon. ProSeries for whatever reason does not automatically update so sometimes you get to wait 1/2 hour for an update you had no idea was coming. Intuit only cares about their new theme of pushing tax software and accounting software to everyday people and even on those products, they have terrible support.

Pros

The one thing I do like about the software is that it allows you to jump to errors or fields and forms that need completed.

Cons

This is endless so I will just list as many as I can quickly. By far the worst is support. Intuit literally has a community where we answer each other's questions instead of them offering support so there is no support. It's ridiculous considering the cost. The forms and letters feature is horrible. If it doesn't come out right, forget about trying to fix it. Fields that calculate a number automatically, but there's no source link or info on how it's calculated. You must update before you try to e-file but you don't know there is an update until you e-file. The interface and features are NEVER updated. Doesn't support e-filing all forms. Takes a mind-boggling amount of time to open up the program and each return. Has frequent crashes. Has no form to aid reviewers. Printing takes forever. Honestly, the list is endless. DO NOT WASTE YOUR MONEY.

Switched from

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

Paying way too much for way too little

Review Source

MJ

Michelle J.  
Senior Accountant  
Telecommunications  
Used the software for: 2+ years

### "Honest ProSeries Tax Review"

December 6, 2022

3.0

It's a good program for a small to medium size business and it's affordable compared to other top tax software available. I would not recommend if you have numerous complex returns. If you have experienced personnel you may get through a few complex returns using overrides but i would not rely on the program to calculate forms and tax correctly.

Pros

The interface is fairly easy to use once you get used to where to find things. And program works well for simple to middle of the road tax returns. If you have complex tax returns, I would not use this program because you will need to use too many overrides.

Cons

Too often the programs does not calculate forms or tax correct resulting in overrides. I've never used a tax program that needed so many overrides to do its job correctly. Especially with all the different tax laws in the various states, need more people to cover all states. Also poor customer support, people don't know the tax laws so nearly impossible to explain problems to them when program does not calculate correctly.

Review Source

TG

Terri G.  
Freelance  
Accounting  
Used the software for: 2+ years

### "Intuit ProSeries Tax Review"

April 10, 2022

5.0

Excellent product with great features helping me run my office much smother. I could offer bank products which helps get more business. The price was reasonable it definitely meet my needs. I would highly recommend this product.

Pros

This software is very easy to use, it brings forward last year's information saving you time preparing the return. Bank software can be included to allow to allow clients to have their fees withheld or to pay balance due.

Cons

I never had any issues with this software it meet all of my expectations plus some.

Review Source

LS

Lou S.  
Owner  
Accounting  
Used the software for: 2+ years

### "After 13 years, we are stepping away."

June 11, 2018

3.0

We grew our business on the back of this product. We went from 100s of clients in the late 90s to over 5,000 this year. We have seen the quality and the stability of the product real go down over the last 4 years. For those of you familiar with the product, we've seen crashes become more frequent, we've seen HomeBase issues become worse every year. A few years ago, when there were problems, I could depend on their support organization to help us get through it. They were always thoughtful about looking into the issue. That is no longer the position. I've been forced to "Prove" any issue was theirs. They've wanted me to remove all other software that wasn't theirs. Overall, it felt more like finding ways to deflect blame than to help. My team had the most difficult tax season this year in all my decades of running this business. The product crashes 3-5 times a day per person on average across a team of 15 people. I'm left this summer with the daunting task of switching to another provider, but the lost productivity this year was more expensive than the switch will be.

Pros

Simple to use. Easy to onboard staff We were able to quickly scale the office around the product. Intuitive UI

Cons

Stability has become the primary issue Lack of willingness of support to truly investigate any problem

Review Source

JJ

Julia J.  
FINANCE DIRECTOR  
Accounting  
Used the software for: 2+ years

### "Expensive "

May 24, 2022

4.0

I have used several tax software this is not bad.

Pros

More tax deductibles such as home owners association fees that compare to Drake do not have that option.

Cons

Very Expensive and wish it had better options like pay per client.

Alternatives considered

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

Reason for choosing ProSeries Tax

Just wanted to test it out.

Review Source

PS

Peter S.  
Staff Accountant/IT  
  
Used the software for: 2+ years

### "Great mid-size tax firm software"

March 13, 2018

4.0

Pros

Features: The Where do I enter button is great. Easy to find almost anything this way Usability: For the intermediate to advanced user - not the lay person that doesn't understand taxes. Cust Service: For 2017 they have taken AWAY and invaluable resource: Online chat support. We have had to spend hours on the phone waiting for support instead of simply doing the chat which is WAY better.

Cons

The automatic log out is a pain. If you have over 30 minutes of inactivity you are logged out and this is a security feature - I get that - but it sure is a pain during tax season when you need it at your finger tips. Also, even though they FINALLY updated the 2017 software with the "Transfer" files to be spaced out, you still CANNOT simply type in the person's last name to find the prior year file. You can ONLY type the first letter of the last name. This is lame and there is absolutely no excuse for this in 2018.

Review Source

rR

rich R.  
owner  
Accounting  
Used the software for: 2+ years

### "pro over rated & over priced"

March 11, 2023

3.0

frustrating

Pros

the older version with direct entry to forms

Cons

lake of key stroke entry, its different through the programthe fact that the users are working every day during the tax season and pro service is not available on weekends

Review Source

RO

Rindy O.  
Owner/ Enrolled Agent  
Accounting  
Used the software for: 2+ years

### "ProSeries - Is it for you?"

June 14, 2022

5.0

It is easy to install but it takes a bit to find all of the great features. There are training classes for the basic features but I wish they would add more levels of training to show the shortcuts and advanced features once you learn all the basics of the software.

Pros

This software was very easy to install and is intuitive when preparing a tax return.

Cons

This software has so many features, I love it but I feel that I don't have enough training on all of the fantastic features.

Reason for choosing ProSeries Tax

The software is somewhat intuitive. It adds forms as you add information, it makes it harder to forget a form that is needed.

Review Source

LS

Lee S.  
Controller  
Philanthropy  
Used the software for: 2+ years

### "Intuit Proseries"

April 19, 2018

4.0

for a larger business with a decent number of corporate returns this is a great program. Small businesses with a limited number of corporate returns not so good

Pros

Simple, straightforward and easy to use. The interview process is great and feels like you wouldn't miss any possible deductions.

Cons

Expensive to purchase and unable to purchase 1040 returns and a pay-per return for business tax returns such as 1120S & 1120 tax returns. Intuit requires you to purchase a package which is not cost-efficient for those with few corporate returns.

Review Source

MNG

Mgcini Norman G.  
MD  
Accounting  
Used the software for: 6-12 months

### "Inuit ProSeries Review"

July 9, 2021

5.0

I have observed Pro collection to be extremely accurate and a satisfaction to use, with very beneficial steerage and numerous time saving features.

Pros

This software program is easy to apply. It has a find characteristic that lets in you to look for the areas of facts that you need to input. It also automobile-calculates so that you can examine your calculations at some point of the system and see what your customers can be paying or receiving lower back. They do an amazing activity of programming and sporting forward the necessary statistics. They are constantly updating and making better at some point of tax season . Ease of use and on line assist. The software is very easy to recognize and it workflow, walking the user thru earnings and deductions. Each vicinity has help within the utility, in addition to internet primarily based. I love that it is completely cloud-based.

Cons

Setting invoices is not clean to do .It can be problematic to use in case you aren't used to working with it before. The price of the product is getting very excessive .It takes too long to load to get to the primary page to look facts.

Review Source

GB

George B.  
Retired  
  
Used the software for: 2+ years

### "I've used tax software since its inception and wouldn't prepare tax without it!"

May 14, 2018

5.0

recordkeeping, organization, tracking deductions between years, and estimating taxes due.

Pros

Ease of use and online help. The software is very easy to understand and it workflow, walking the user through income and deductions. Each area has help in the application, as well as internet based. Customer service is also available via telephone. Forms can be viewed prior to proceeding and worksheets are available to better understand how calculations are determined. Best of all, there are several versions from beginner to business to very complex. It is a full service application and load previous year numbers into the current year. This is very valuable.

Cons

There are no true cons. The software is inexpensive, can download to your computer, and intuitive to use. This software has improved over the years.

Review Source

AT

Abe T.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Worst customer service, tech support, and program "

January 29, 2020

2.0

Tech support NEVER solved any issue for me.

Pros

I don't like tech support or customer service for their primitively treatment to clients. Should be looking for another program.

Cons

Tech support, Customer service, and the program itself always have issues that other pcompetitors do not experience.

Reason for choosing ProSeries Tax

I thought it was a good one but discovered I was wrong

Review Source

MD

Mark D.  
Owner  
Accounting  
Used the software for: 2+ years

### "A few kinks, but overall great software. "

August 2, 2019

4.0

I use them for a couple hundred returns per year. So far it's mostly been a good experience.

Pros

I love that it's completely cloud-based. I run a remote team from abroad and this facilitates that process very well. Strong customer service too.

Cons

I wish they would make some adjustments/additions to the international aspect of things.

Review Source

RR

Randy R.  
President/ Tax Preparer  
  
Used the software for: 2+ years

### "Intuit robs retired tax preparers by making them buy a path license every year after they retire in order for the tax programs and licenses that they already purchased is not really theirs to begin with."

February 8, 2019

1.0

After 20+ years of buying and supporting these products only to get screwed in the sunset years. This is all because I need to file a 1040 X for a return I already paper filed. And I can do it if I pay for a new license with exchange and c/c charges.

Pros

The tax software was good when doing taxes for Canada and the U.S. at the same time. working on them side by side makes for less oversights.

Cons

after you retire you continue to pay for a license to access your material when required by tax agencies.

Review Source

LP

Laura P.  
Customer Service  
Accounting  
Used the software for: 2+ years

### "My Favorite Program"

April 19, 2019

5.0

Pros

Whats not to like, user friendly, properly programmed with all the proper information needed to complete a proper return

Cons

The program is not updated in real time with current tax times, should allow for more efiling abilities

Review Source

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