Intuit ProSeries Tax Bewertungen & Produktdetails

Pro series is very user friendly. Even the 80 year old CPA awe have in the office can use it without many issues and he's the least tech savvy in our firm, but has little to no issues with it. Bewertung gesammelt von und auf G2.com gehostet.

There are some limitations on size. For example, we have a client with several properties in his personal return (around 200) and proseries does not support his return. The max is about 20 on a schedule E I believe. We also have a CRT (charitable remainder trust) that we have to do manually because proseries does not support form 5227. Other than that it's been great. Bewertung gesammelt von und auf G2.com gehostet.

The programmers do a great job updating the software each year to make it more user friendly. It also has great resources for questions both on tax content as well as software content. Bewertung gesammelt von und auf G2.com gehostet.

Very happy with the product, could maybe use more planning materials that are easier for clients to understand. Bewertung gesammelt von und auf G2.com gehostet.

Ease of use. ProSeries has great navigation settings so it's easier for beginners to learn and advanced users to analyze tax clients. Bewertung gesammelt von und auf G2.com gehostet.

Sometimes, the software makes the wrong calculations and we would need to override it. Bewertung gesammelt von und auf G2.com gehostet.

The overview page and easy of finding clients. Love the new lock client features Bewertung gesammelt von und auf G2.com gehostet.

It is difficult and confusing to enter data. Steep learning curve Bewertung gesammelt von und auf G2.com gehostet.

Ich mag die Fähigkeit, vom Input zur Form und wieder zurück zu gehen. Bewertung gesammelt von und auf G2.com gehostet.

Ich mag es nicht, wie lange es dauert, am Anfang des Tages hochzufahren. Bewertung gesammelt von und auf G2.com gehostet.

Ease of use and functionality. I first heard about ProSerise from the Quickbooks Online Pro Advisor program and decided to try out its functionality. I instantly fell in love with the product and decided to deploy it in my firm. Bewertung gesammelt von und auf G2.com gehostet.

I would have to say that the biggest downside is the price per return structure. I would favor a flat fee and have the ability to complete as many returns as I can in one season. Bewertung gesammelt von und auf G2.com gehostet.

Users can easily track and manage e-filed returns.

Setup is fairly simple and user friendly. Users have the ability to create and email an encrypted PDF file of the client’s return directly to the client. DocuSign makes it easy to obtain electronic filing signatures. I also enjoy the chat option which allows real time communication with clients. Bewertung gesammelt von und auf G2.com gehostet.

Is not suited for larger companies and the cost is higher than I feel necessary as similar functional software is on the market. Bewertung gesammelt von und auf G2.com gehostet.

Ich habe ProSeries seit mehr als 6 Jahren zur Erstellung von Steuererklärungen verwendet. Die Benutzerfreundlichkeit mit Datenimport spart mir Jahr für Jahr Zeit. Bewertung gesammelt von und auf G2.com gehostet.

Das einzige, was ich an der Verwendung von Proseies nicht mag, ist, dass man das Programm vom letzten Jahr nicht ohne die Lizenz des aktuellen Jahres verwenden kann. Bewertung gesammelt von und auf G2.com gehostet.

Proseries was a bit hard to set up for my company profile but customer service was very helpful. I loved the how to videos as they were very helpful, especially with understanding how to complete tax returns. Bewertung gesammelt von und auf G2.com gehostet.

The initial setup. I had to speak to customer service for a few hours. Bewertung gesammelt von und auf G2.com gehostet.

Everything, the functionalities keeps getting better each year. I cannot find anything wrong with ProSeries as its top of the line. Bewertung gesammelt von und auf G2.com gehostet.

I wish it had more automation to it. Where pictures can be uploaded to complete forms such as the W-2 and 1099s. Bewertung gesammelt von und auf G2.com gehostet.