Wer nutzt diese Software?

Die Software wurde für Buchhalter*innen entwickelt und ist eine desktopbasierte Steuervorbereitungssoftware, die bei der Verwaltung von Steuererklärungen und der Kundenbetreuung hilft.

Durchschnittliche Bewertung

118 Bewertungen
  • Gesamt 4.1 / 5
  • Benutzerfreundlichkeit 4.3 / 5
  • Kundenservice 3.7 / 5
  • Funktionen 4.1 / 5
  • Preis-Leistungs-Verhältnis 3.7 / 5

Produktdetails

  • Startpreis 270,00 $
  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web

Angaben zum Hersteller

  • Intuit
  • https://www.intuit.com

Über Intuit ProSeries Tax

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

Intuit ProSeries Tax Funktionen

  • Adressen-Validierung
  • Audit Trail
  • Freistellungs-Management
  • Mehrwertsteuer (MwSt)
  • Steuer-Rechner
  • Steuerbarkeit-Verifikation
  • Steuererklärungen
  • Transaktions-Nachverfolgung
  • Verbrauchersteuer speziell für USA

Die hilfreichsten Reviews für Intuit ProSeries Tax

I've been using ProSeries for 10+ years... and I have foreign clients....

Bewertet am 27.10.2018
Linda H.
Owner
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: If you have foreign-based tax clients, or domestic clients with foreign earned income, Proseries works flawlessly.
If you prefer a forms-based software, Proseries is the best, with little-to-no jumping around to various screens.

Vorteile: - Input: It works well as forms-based, unlike other "forms-based input" programs who have a pop-up window saying, "you can't information here, go to the ....". Proseries has worksheets built into the actual forms (Schedule B, C, etc.)
- Very easy to work with.
- Foreign: Works well with Preparers who have a foreign address (me) AND Clients with foreign addresses (all my clients). Whoever wrote that it won't, well, they don't know what they are talking about. Foreign income flows to the 1040 simply by checking a box, rather than having to fill out a "substitute W-2" like most other tax software.
- No need to fill out a 1099 for interest or dividend income, like most other software. Proseries has a simple worksheet within the schedule B form. (Foreign clients do not receive US government forms like the 1099s or W-2s.)
- ProSeries works extremely well for professionals who understand tax. (I can't speak for newbies who have no idea what form goes with what income/expense/etc., and don't really understand how everything flows to the actual return.)
- Foreign Reporting: FBAR. E-filing of the Form 114 (FBAR) is within each tax client and is e-filed with the 1040 and states. All returns, including states and the FBAR are in the homebase and in the e-file center. Easy!

Nachteile: - PRICE!
- The Online version is not as good as the desktop version. Pity.
- Small complaint: The Form 1116 explanation isn't self-populating (Foreign Tax reduction).
- Small complaint: Not being able to open more than one return at a time, such as when working with 8615 or an 8854 (dual status return/statement).
- Small complaint: Form 8938 not populating Treasury form 114 (FBAR) or vice versa.

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

Bewertet am 26.9.2017
Michael C.
Owner
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
2 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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!

Intuit Pro-Series Tax Prep Software

Bewertet am 10.12.2016
Roger G.
Pres
2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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!

Smooth Sailing

Bewertet am 22.5.2018
Sarah D.
Staff Accountant
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Great mid-size tax firm software

Bewertet am 13.3.2018
Peter S.
Staff Accountant/IT
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Lies weitere Bewertungen