Intuit ProSeries Tax Reviews & Product Details - Page 6

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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

Very happy with the product, could maybe use more planning materials that are easier for clients to understand. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

Sometimes, the software makes the wrong calculations and we would need to override it. Review collected by and hosted on G2.com.

The overview page and easy of finding clients. Love the new lock client features Review collected by and hosted on G2.com.

It is difficult and confusing to enter data. Steep learning curve Review collected by and hosted on G2.com.

I like the ability to go from input to the form and back again. Review collected by and hosted on G2.com.

I do not like how long it takes to start up at the beginning of the day Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

I have used ProSeries to prepare returns for more than 6 years now. Ease of use with data import saves me time year after year. Review collected by and hosted on G2.com.

The only thing I dislike about using Proseies is that you can’t use last years program without the current years license Review collected by and hosted on 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. Review collected by and hosted on G2.com.

The initial setup. I had to speak to customer service for a few hours. Review collected by and hosted on G2.com.

Everything, the functionalities keeps getting better each year. I cannot find anything wrong with ProSeries as its top of the line. Review collected by and hosted on 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. Review collected by and hosted on G2.com.