Intuit ProSeries Tax Reviews & Product Details

the easy navigation and the customer support is great Review collected by and hosted on G2.com.

Cost, Can be expensive for small practices or individual users Review collected by and hosted on G2.com.

The interface is easy to use. There is not much more to like. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

So many helpful features, not too confusing, like the ability to have custom home base views. Also like the integration with Docusign to sign electronically instead of having to send out paper e-files and wait for everyone to sign before we can file. Review collected by and hosted on G2.com.

Sometimes freezes, annoying having to constantly change the password. Review collected by and hosted on G2.com.

It is easy to use and does an accurate job calculating returns. Review collected by and hosted on G2.com.

It's not as easy to jump to a different screen quickly like it is in some "tab" style programs. Review collected by and hosted on G2.com.

ProSeries was easy to learn and had features that made data rollovers from previous years, an efficient and non-tedious task. Review collected by and hosted on G2.com.

I dislike that sometimes the interface would have a slow loading time for specific items. Review collected by and hosted on G2.com.

Software is very easy to use and it saves lot of time while preparing tax returns for clients. Review collected by and hosted on G2.com.

Nothing dislike about this software per my opinion. Review collected by and hosted on G2.com.

Pro Series was an easy to navigate platform used by my former company to manage the MRP and also the ERP system. Review collected by and hosted on G2.com.

Was not easy to create reports within the platform. But was easy to export to excel and make analysis. Review collected by and hosted on G2.com.

The automation is the key upside of ProSeries. Review collected by and hosted on G2.com.

Nothing I like everything and nothing to dislike about it. Review collected by and hosted on G2.com.

The software is easy to use and also providing the online help. customer service is also available via telephone. Furthermore, the forms can be viewed prior to proceeding and worksheets are available to better understand how calculations are determined Review collected by and hosted on G2.com.

It took so long to load the application to log in. Also, at times, it can be tricky to use if we arent used to working with the software before, but then again, they provide plenty tutorials and supports Review collected by and hosted on G2.com.

It offers most all of the forms our firm needs

it offers a comprehensive tax package covering everything we need but CRUT trust form 5667

it moves all carryovers from the prior year flawlessly

it is easy to use for beginners, very intuitive, offers multiple ways to enter data

does a good job of reviewing for errors

is simple to do e-filing

is simple to set up on a network

has good worksheets and notes capabilities Review collected by and hosted on G2.com.

2018 tax returns- 2019 tax season problems encountered - prior to this no dislikes except support:

Printing crashes that knocked you out of the software completely.

We had to work in Windows 7 compatibility mode until it was fixed late in the season by a Windows 10 update worked out with Proseries. Compatibility mode slowed everything down to a crawl.

Support took a minimum of 2 hours on hold

Proseries did away with chat which was faster and easier for support

Constant updates which sometimes caused a new problem that wasn't there before.

Consistency was a real issue.

Had to print Federal then go back and print State because it would print the state figures two lines above the actual line if you tried to print both federal and state at the same time.

Release of forms was behind the curve so we were held up waiting on a form to be finished and released on many returns.

I could go on with little things almost too numerous to count but these are the major items. Review collected by and hosted on G2.com.