Avis et détails du produit de Intuit ProSeries Tax

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. Avis collecté par et hébergé sur G2.com.

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. Avis collecté par et hébergé sur G2.com.

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. Avis collecté par et hébergé sur G2.com.

Very happy with the product, could maybe use more planning materials that are easier for clients to understand. Avis collecté par et hébergé sur G2.com.

Ease of use. ProSeries has great navigation settings so it's easier for beginners to learn and advanced users to analyze tax clients. Avis collecté par et hébergé sur G2.com.

Sometimes, the software makes the wrong calculations and we would need to override it. Avis collecté par et hébergé sur G2.com.

The overview page and easy of finding clients. Love the new lock client features Avis collecté par et hébergé sur G2.com.

It is difficult and confusing to enter data. Steep learning curve Avis collecté par et hébergé sur G2.com.

J'aime la capacité de passer de l'entrée à la forme et de revenir. Avis collecté par et hébergé sur G2.com.

Je n'aime pas combien de temps cela prend pour démarrer au début de la journée. Avis collecté par et hébergé sur G2.com.

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. Avis collecté par et hébergé sur G2.com.

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. Avis collecté par et hébergé sur G2.com.

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. Avis collecté par et hébergé sur G2.com.

Is not suited for larger companies and the cost is higher than I feel necessary as similar functional software is on the market. Avis collecté par et hébergé sur G2.com.

J'ai utilisé ProSeries pour préparer des déclarations depuis plus de 6 ans maintenant. La facilité d'utilisation avec l'importation de données me fait gagner du temps année après année. Avis collecté par et hébergé sur G2.com.

La seule chose que je n'aime pas à propos de l'utilisation de Proseies est que vous ne pouvez pas utiliser le programme de l'année dernière sans la licence de l'année en cours. Avis collecté par et hébergé sur G2.com.

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. Avis collecté par et hébergé sur G2.com.

The initial setup. I had to speak to customer service for a few hours. Avis collecté par et hébergé sur G2.com.

Everything, the functionalities keeps getting better each year. I cannot find anything wrong with ProSeries as its top of the line. Avis collecté par et hébergé sur G2.com.

I wish it had more automation to it. Where pictures can be uploaded to complete forms such as the W-2 and 1099s. Avis collecté par et hébergé sur G2.com.