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Über ProSeries Tax

Desktopbasierte Steuervorbereitungssoftware für Profis, die eine genaue und Compliance-freundliche Steuererklärung ermöglicht.

Erfahre mehr über ProSeries Tax

Vorteile:

The interface is easy to use. There is not much else to like about it.

Nachteile:

The price is a little steep and if not using for multiple returns its hard to justify the cost of it.

Bewertungen zu ProSeries Tax

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,2
Kundenservice
3,6
Funktionen
4,1
Preis-Leistungs-Verhältnis
3,6

Weiterempfehlungsquote

7,4/10

ProSeries Tax hat eine Gesamtbewertung von 4,0 von 5 Sternen basierend auf 154 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (154)

Jason
Financial Advisor & Tax Consultant in Kanada
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Software for Tax Professionals

5,0 vor 5 Jahren

Kommentare: I have a good experience with this software year after year. I would recommend it.

Vorteile:

I really liked the ease of use. Switching back and fourth between pages/schedules was very intuitive and easy. I also like the ability to carry forward returns from previous years to keep the important information and data consistent in the records for each client. The software was also up to date on the current incentives and deductions so that made the review process faster.

Nachteile:

It can be a little pricey, so unless you are doing 100-200 or more returns it might not be for your business. Also I wasn't able to open the same file on two different computers to work with a colleague from a remote location on a client return, that would have been useful in a few situations.

Maria
Tax professional in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good product, easy to use, but not cheap

4,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

Easy to use, alert when there are product updates. The review feature is great.

Nachteile:

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.

Dara
Tax Accountant in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Run Away! Do Not Purchase

1,0 vor 3 Wochen Neu

Kommentare: ProSeries Tax Software Totally Sucks! Horrible software

Vorteile:

There are no pros. There is nothing nice to say about the software

Nachteile:

The conversion of this software has been a disaster. The software is not user friendly.

Shea
President in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

ProSeries Tax Review

4,0 vor 2 Jahren

Vorteile:

Ease of use and the installation process

Nachteile:

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

Michael
Owner in
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Intuit's ProSeries is easiest to learn and to use.

4,0 vor 6 Jahren

Kommentare: It's consider the Best tax software to learn and to use because of its overall simplicity of its interface and functionality.
The costs to that is the lack of available forms, mediocre tech support, rising price and growing limitations (see Cons).
The company does NOT really listen to users in ADDING forms/worksheets which is one of the biggest complaints.

Vorteile:

Relatively easy to learn and to use Many worksheets are form based so it's based on the tax forms themselves Able to create sub-statements to add details Able to link from/import from ATB (old trial balance software) so data prep is reduced and links are transferred to future years The Fixed Asset Manager (FAM) software, sold separately, does a Much better job regarding fixed assets than the depreciation section built into the Sch C/E which is very limited, esp. for reporting purposes, which is why FAM is needed. The Doc Mgmt System (DMS), sold separately, is tied Intuit and is VERY basic but it works for scanning documents to help create a paperless system. Buy the ProSeries Professional version and NEVER the ProSeries BASIC version as the former has more functionality.

Nachteile:

Not enough worksheets esp. to show calculations Missing K-1 basis worksheets for 1120-S/1065 K-1s so limitations must be done manually by sub-statements help but not much Intuit does NOT include many forms even if requested by users for MANY YEARS! Tech support is NOT that good! Price has risen significantly over the years! Companion DMS (Doc Mgmt System) is tied Intuit and can't be used as Stand-Alone feature and has VERY LIMITED features like Backup options or the ability to Truncate years to backup! Also, can NOT be used to Import Scanned doc info into ProSeries! Do NOT use ProSeries Basic as it removes much of the Functionality of the ProSeries Prof version as it done to keep the price low and meant primarily for 1040 users for simpler returns. Intuit does NOT limit the functionality of ProSeries Pro version to use the Basic features so you'll need to buy the Basic version which is Very STUPID! Other tax software makers just LIMIT their programs' functionality while using ONE version instead of Dumbing it down to sell!

Sarah
Staff Accountant in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Smooth Sailing

4,0 vor 6 Jahren

Kommentare: I mentioned earlier that the Customer Service was very helpful and they always resolved my issue when I had to call in. I also really enjoyed the fact that if you had only purchased the Unlimited 1040 returns, as I had, it was very simple to add on the 1120S returns and 1065 returns for S-Corporations and Partnership returns. My firm prepares a variety of business returns and individual returns so being able to add the capability of each return type was definitely a plus for me! I would recommend this software for those Accountants who are just starting out and might not know how many tax returns they will be preparing at first or even what types of tax returns they will be preparing. Intuit was happy to help figure out the best value for my situation.

Vorteile:

This product is very easy to maneuver and move around and within. I came from a background using a different tax software, but was recommended by a colleague to purchase ProSeries for the cost benefit. I was impressed that the software was able to handle the workload over this recent tax season (400+ tax returns) I was also impressed that it was very easy to work with Customer Support on an issue and also to add different Tax Return types within your software program. It was very simple to add on 990 returns for Non-Profit Organizations when I had initially only purchased unlimited 1040 returns.

Nachteile:

One of the things I did not care for with the ProSeries software was the lack of "background" inputting for the return information. The software is more "Form" based and does not provide an in depth separate place/area for inputting the return information. It was not hard to get used to this, but I guess comparing ProSeries to other software, I sort of missed the additional background level where the information is input first.

Peter
Staff Accountant/IT in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great mid-size tax firm software

4,0 vor 6 Jahren

Vorteile:

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.

Nachteile:

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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy to use tax preparation software

5,0 vor 4 Jahren

Vorteile:

I use ProSeries Professional with other Intuit products such as Fixed Asset Manager in my daily work as a tax specialist. It is my long-term favoured tax preparation software for several reasons. Although any professional accounting software has a steep learning curve, I find ProSeries relatively painless to use. It is undoubtedly quicker and easier to use than alternatives such as TurboTax. In my experience, it produces very accurate returns. This ease of use allows me to spend more time where it counts, dealing directly with clients.

Nachteile:

It would be beneficial for the direction of the ProSeries software if the company were to work on improving the capacity of the online version. There are also some minor user issues, such as the lack of particular worksheets, which force the user back on manual additions, such as W-2 forms.

Natalie
Pricipal in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Reliable everytime

5,0 vor 8 Monaten

Kommentare: Never had an issue, have used them for 18 years.

Vorteile:

Efficient because it has all the forms that I need even for complex return.

Nachteile:

The price. It is the most expensive program out there.

Kali
Kali
Assistant County Attorney in USA
Verifizierter Nutzer auf LinkedIn
Anwaltskanzlei, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Tax Software Program

4,0 vor 5 Jahren

Kommentare: Overall, Intuit ProSeries Tax is a good program that helps me achieve my goals when it comes to tax preparation.

Vorteile:

This software is easy to use. It has a find feature that allows you to search for the areas of information that you want to input. It also auto-calculates so you can look at your calculations throughout the process and see what your clients will be paying or receiving back.

Nachteile:

This software can be semi-confusing when attempting to input longer documents, such as a K1 or 1099 from an investment company. Some of the screens could be simplified in order to allow for easier input or to help discern where certain information needs to go within the program.

Antwort von Intuit

vor 5 Jahren

Hi Kali. If you ever have any questions about entering longer documents, please let us know on Facebook (Intuit QuickBooks) or Twitter (@QBCares) so we can reach out and assist you when doing that. All the best, Grant, The QuickBooks Team

Glen
Manager in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Do not invest in ProSeries Professional - support is not knowledgeable or responsive

1,0 vor 3 Jahren

Vorteile:

The interface is easy to use. There is not much else to like about it.

Nachteile:

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.

Curt
Owenr in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Proseries Professional Backslides

3,0 vor 5 Jahren

Kommentare: ProSeries Professional seems to be having more problems than they have had in the past. Trying to get through to their tech support is terrible.

Vorteile:

The ease of use of the program. They finally added a feature to collapse deprecation items.

Nachteile:

1) Doesn't pull fields from Federal to State when it should 2) Doesn't pull info from prior years for many fields that it should, you have to retype info every year 3) System would crash frequently this year (2018 tax returns), never had those problems in prior years 4) Software Error on PA extension Rev-276, but couldn't get Intuit/ProSeries to fix it, had to turn off error check when filing finished return, not good. 5) Many software issues at the beginning of the tax year, they did get fixed, but they shouldn't have been issues to begin with. They weren't issues in previous years.

Rindy
Owner/ Enrolled Agent in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

ProSeries - Is it for you?

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Rebecca
CEO in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I have used this software for the last 7 years as a Tax Professional.

5,0 vor 6 Jahren

Kommentare: Allows me to complete individual and business tax returns for my clients.

Vorteile:

Easy to use. Support is very helpful, tho I rarely need it. Allows me to do simple to complex individual and business returns. I can choose the features I want and customize my package to my business. Add on Apps like Intuit Link allow my clients to securely send their documents 24/7 to my secure portal.

Nachteile:

Cost, it seems to go up every year. I wish it was affordable to have the software on more then one computer in my office. But the costs to add another user are to high.

Mgcini Norman
MD in Südafrika
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Inuit ProSeries Review

5,0 vor 3 Jahren

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

Vorteile:

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.

Nachteile:

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.

George
Retired in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5,0 vor 6 Jahren

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

Vorteile:

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.

Nachteile:

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.

Marianne
Operations Manager in
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

ProSeries

3,0 vor 6 Jahren

Kommentare: I've used Lacerte (which is even more costly) and I've used the base-level personal use TurboTax software. All in all the ProSeries input is nice - but the extra functionality that is common in other software doesn't exist for ProSeries.

Vorteile:

The form based input is nice for people who are accustomed to reviewing returns by looking at the final product.

Nachteile:

The cost continues to increase with a lack of improvement for the product that is presented each year.

George
Owner in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy Professional Tax Prep Software

5,0 vor 5 Jahren

Vorteile:

Robust software that provides a straight forward easy to use interface for tax preparation across all 50 states and the IRS

Nachteile:

little cumbersome changing back & forth between clients.

Elizabeth
Owner in USA
, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Support Hold time

1,0 vor 5 Jahren

Kommentare: Support time is ridiculous. The problem required call Proseries support. No answer on the web. I waited over an hour.

Vorteile:

Technically correct product. Feel like I can count on software. But it's expensive considering the lack of support.

Nachteile:

Support hold time is terrible. Waited over an hour for a problem on their end. Really debilitating in Tax season

Cindy
Admin Assistant in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Tax software

5,0 vor 6 Jahren

Vorteile:

I have been using ProSries for the past 10 years. I am very familiar with it so it seems easy to get used to and offers many features as options.

Nachteile:

It is quite pricey and while it does have a program that will work with it for an online portal, I would like it to be more comprehensive in the program.

Samuel
CPA in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Software for Solo or Small Tax Professionals

5,0 vor 2 Jahren

Vorteile:

Proseries is really great for those tax professionals who know what they need to work on and want to get done quickly. It really is designed for those know what forms specifically they need to use and want to integrate. For the quality they deliver with their pricing I think ProSeries should definitely be a serious consideration for any small or midsized tax practice.

Nachteile:

The ability to work on two returns at once. Especially as it relates to being able to look at partnerships and S corps and then also their members personal tax returns simultaneously.

valerie
accountant in Kanada
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I use it a lot

5,0 vor 6 Jahren

Vorteile:

easy to use, improve every year. the interface is easy to learn and they always give a lot of explanation and clue about what you are missing.

Nachteile:

I try a lot of taxes software. It is hard when you have a big profile of taxes like a business or self-employed

john
president in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

tax software review

5,0 vor 5 Jahren

Kommentare: i am preparing income taxes, very easy to use

Vorteile:

ease of use, everything flows from year to year very smoothly

Nachteile:

the cost of the product is getting very high

Christopher
Land Use Inspector in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The software is easy to navigate through completion

4,0 vor 6 Jahren

Vorteile:

I use to use HR Block which would never allow me to claim the NJ property tax credit for renting. which then defeated the purpose of using and paying for HR Block software. Once I switched to Intuit Pro Tax I could use their software to claim the maximum amount of refund I earned without having to manually submit a paper version amended return

Nachteile:

Some of my information does not transfer from the previous year, so unfortunately I have to enter it This is more than likely not a software issue, rather an issue with coding. I really cannot find any other cons for this software.

Raymond
President in
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Pro series tax prep software

5,0 vor 6 Jahren

Kommentare: Cancel credit card after initial purchase because they will use it for an automatic renewal

Vorteile:

It is easy to use for the average intelligent tax guy. Prints great detail. Great audit review for individual returns.

Nachteile:

Customer and tech support are bad at renewal time. No great audit review of corporate or partnership returns.