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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
4,0
Preis-Leistungs-Verhältnis
3,6

Weiterempfehlungsquote

7,3/ 10

ProSeries Tax hat eine Gesamtbewertung von 4,0 von 5 Sternen basierend auf 157 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (157)

Enrique
Enrique
Accounting Manager at Skydio in USA
Verifizierter Nutzer auf LinkedIn
Luft- & Raumfahrt, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CPA who enjoys using ProSeries Tax

5,0 vor 6 Jahren

Kommentare: Overall I've been happy with ProSeries Tax. The price may be high for some but in my opinion you get what you pay for. It allows me to send tax returns electronically and I also can send clients pdf copies of their returns.

Vorteile:

Been using it for 5 years and the ease of finding things and rolling over information year over year is great.

Nachteile:

Sometimes, it may be hard to find helpful information, but I've learned that you need to be precise with the words so information comes up.

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 5 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.

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

pro over rated & over priced

3,0 vor 2 Jahren

Kommentare: frustrating

Vorteile:

the older version with direct entry to forms

Nachteile:

lake of key stroke entry, its different through the programthe fact that the users are working every day during the tax season and pro service is not available on weekends

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 6 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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

NON-COMPLEX AND EASY TAX PREP SOFTWARE

5,0 vor 6 Jahren

Vorteile:

The simplicity of Intuit’s interface is one of the reasons why I chose Intuit. It provided simple and easy features that anyone can learn. The document scanning allows a paperless documentation which is a great plus to any software, allows efficient e-filing. It is a very useful software.

Nachteile:

The worksheets are very limited, especially during tax season. Also, tech support responds slowly to any reported problems, but once they respond, they really get into the problem and will try to figure out the problem.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Wonderful

5,0 vor 4 Jahren

Kommentare: Overall, I love pro series and am very impressed with the quality of work it does with such ease.

Vorteile:

I’m an entry level accountant and ProSeries is probably the easiest way to learn how to do taxes. Very easy to implement and it teaches you a lot while you go.

Nachteile:

The interface still seems a bit archaic and the database can be quite messy sometimes. Nothing is worse than when you lose info that you need for a client.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Computer-Software, 10.000+ Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Spend money, don't go for free software

5,0 vor 6 Jahren

Kommentare: It's worth the money. spend a little more to get what you pay for. You'll make it back in time and convenience.

Vorteile:

Easy to use, saves a ton of time on the completion of my taxes

Nachteile:

It obviously is not free or cheap; there are cheaper options out there, but this was the best by far

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quick and easy to learn and use

4,0 vor 7 Jahren

Vorteile:

Its so easy to use and the step by step process makes it easy to pick up and use right a way. No extra training is required.

Nachteile:

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

Latonja
Latonja
CSR in USA
Verifizierter Nutzer auf LinkedIn
Outsourcing/Offshoring, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Taxes done right

4,0 vor 6 Jahren

Kommentare: The pros outweigh the cons on this software. As I stated it keeps you up-to-date on all tax laws which is definitely a plus for everyone.

Vorteile:

This Intuit ProSeries Tax software keeps you in the know about the latest tax laws. Makes for less errors when preparing you taxes.

Nachteile:

Now be patient if you need customer service because the wait times can be a little lengthy.

Hopeton
Hopeton
Managing Director in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best tax software for dummied

3,0 vor 6 Jahren

Kommentare: It was easy to use and able to generate the completed tax return

Vorteile:

That it can be integrated easily with my accounting software

Nachteile:

The limitations and restrictions of tax interpretations

Michelle
Senior Accountant in USA
Telekommunikation, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Honest ProSeries Tax Review

3,0 vor 2 Jahren

Kommentare: It's a good program for a small to medium size business and it's affordable compared to other top tax software available. I would not recommend if you have numerous complex returns. If you have experienced personnel you may get through a few complex returns using overrides but i would not rely on the program to calculate forms and tax correctly.

Vorteile:

The interface is fairly easy to use once you get used to where to find things. And program works well for simple to middle of the road tax returns. If you have complex tax returns, I would not use this program because you will need to use too many overrides.

Nachteile:

Too often the programs does not calculate forms or tax correct resulting in overrides. I've never used a tax program that needed so many overrides to do its job correctly. Especially with all the different tax laws in the various states, need more people to cover all states. Also poor customer support, people don't know the tax laws so nearly impossible to explain problems to them when program does not calculate correctly.

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 4 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.

Stephen
Owner in USA
Bau, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great place to do your taxes .

5,0 vor 4 Jahren

Kommentare: Love it I'm doing my own taxes from here on out . I loved it . So simple . Try it you can do a practice run with their estimate for free no cost at all . What can you lose on that ?

Vorteile:

It's awesome they walk you though it step by step asking you everything they need to ask to find out the best way for you to file. They even have an estimate you can do before you file that will tell you about what your looking at which was awesome. I filed my taxes for 49.00 which was the cheapest I've ever done my taxes for they estimated me getting around 4,500 back case I have three kids I take care of , and I got back 4,688 which was pretty accurate considering I rounded off my amounts to make an easier estimate . Great program easy to use I would recommend everyone to try it it's really simple and you don't have to know anything about filing taxes it does it all for you if you can answer simple basic questions about yourself and your work .

Nachteile:

I really can't say anything bad it was so simple and easy and saved me a ton of money . I would be ungrateful to say anything bad about this company because it really is the easiest . It was harder for me to go to H&R block and pay those hidden fees they don't really tell you they re charging you especially knowing how simple it was on my own with this program . Great program I give them 10 out of 10 on ease and affordable also a 10 .

Roger
Pres
, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Intuit Pro-Series Tax Prep Software

4,0 vor 8 Jahren

Kommentare: The software is an easy functionality transition if one is familiar with turbotax, another Intuit product. It has more advanced features useful to a professional and some interesting helpful aids.

Vorteile:

It is one of the less expensive packages available for professionals, and since it works off the IRS looking forms, is easy to use for someone familiar with IRS forms. It has a rapid learning curve from turbotax, but is not that intuitive for some of the more intricate bells and whistles the program offers.

Nachteile:

The conversion of prior years tax files to Pro-series is a bit awkward, especially if converting the same company's turbotax files. While the sales reps tell you it will convert last year's turbotax files, it really will not. to do so requires one to obtain the current year's version of turbotax, convert last year's turbotax files to this year's turbotax files AND THEN convert THIS YEAR's TurboTax to Pro-Series! Now that's a trip and a very misleading statement from their sales force if one has to purchase this year's turbotax in order to do the conversion!\ The file system is a bit awkward also in that you must designate a place for ALL the client files. We like to keep a client's files together, the data file from the tax software along with W-2's, 1099s, K-1s etc in a file under the client's name and not group the tax software file with other client's. Once one gets used to this, it is workable but if you move a file you get a lot of strange reactions to the program. While it doesn't cause errors in the tax file or calculation, it will not print or e-file a return even if you launch the program from the data file location!

Josh
Tax Accountant III in USA
Gastgewerbe, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Intuit Proseries Tax

4,0 vor 6 Jahren

Kommentare: Overall very good tax software for the price, easy to use and do what is most important but if you are looking for a software to tackle significant multi state returns, then I would look elsewhere especially if there any special allocations.

Vorteile:

The software is extremely easy to use, my first day at my job I was able to begin working on tax returns and was able to identify where the forms are, tax information needs entered, and check for errors in entries.

Nachteile:

The software does not have great quality when dealing with multi-state tax returns, we have looked into bringing in another software because multi state is a challenge.

Lee
Controller in USA
Philanthropie, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Intuit Proseries

4,0 vor 7 Jahren

Kommentare: for a larger business with a decent number of corporate returns this is a great program. Small businesses with a limited number of corporate returns not so good

Vorteile:

Simple, straightforward and easy to use. The interview process is great and feels like you wouldn't miss any possible deductions.

Nachteile:

Expensive to purchase and unable to purchase 1040 returns and a pay-per return for business tax returns such as 1120S & 1120 tax returns. Intuit requires you to purchase a package which is not cost-efficient for those with few corporate returns.

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

Inuit ProSeries Review

5,0 vor 4 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 7 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.

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

Worst customer service, tech support, and program

2,0 vor 5 Jahren

Kommentare: Tech support NEVER solved any issue for me.

Vorteile:

I don't like tech support or customer service for their primitively treatment to clients. Should be looking for another program.

Nachteile:

Tech support, Customer service, and the program itself always have issues that other pcompetitors do not experience.

Mark
Owner in Kolumbien
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A few kinks, but overall great software.

4,0 vor 6 Jahren

Kommentare: I use them for a couple hundred returns per year. So far it's mostly been a good experience.

Vorteile:

I love that it's completely cloud-based. I run a remote team from abroad and this facilitates that process very well. Strong customer service too.

Nachteile:

I wish they would make some adjustments/additions to the international aspect of things.

Randy
President/ Tax Preparer in Kanada
, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Intuit robs retired tax preparers by making them buy a path license every year after they retire in order for the tax programs and licenses that they already purchased is not really theirs to begin with.

1,0 vor 6 Jahren

Kommentare: After 20+ years of buying and supporting these products only to get screwed in the sunset years. This is all because I need to file a 1040 X for a return I already paper filed. And I can do it if I pay for a new license with exchange and c/c charges.

Vorteile:

The tax software was good when doing taxes for Canada and the U.S. at the same time. working on them side by side makes for less oversights.

Nachteile:

after you retire you continue to pay for a license to access your material when required by tax agencies.

Laura
Customer Service in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

My Favorite Program

5,0 vor 6 Jahren

Vorteile:

Whats not to like, user friendly, properly programmed with all the proper information needed to complete a proper return

Nachteile:

The program is not updated in real time with current tax times, should allow for more efiling abilities

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

ProSeries

3,0 vor 7 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.

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

Intuit Tax..Great software

5,0 vor 6 Jahren

Kommentare: I do really like the product!

Vorteile:

Tax entry is a breeze and couldn't be easier. I love the mfs vs mfj option also like the option to view only forms used instead of drilling down through dozens of forms.

Nachteile:

Little expensive especially if you have to add more returns at the end. Very costly. Also, returns if any you don't use they do not credit any amount to the following year.

Debra
Owner in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

This is a good product for a small firm like mine, but it's expensive and support needs improvement.

4,0 vor 7 Jahren

Vorteile:

It is pretty complete and the calculations are right most of the time. I like the error alerts and diagnostics.

Nachteile:

In several of the last 15 years, there were errors in the proforma data when I installed the new tax year's software. Also, the support staff don't really know the product well and don't help much when I have a question.