ProSeries
PaidIntuit's professional tax software for small to mid-size accounting firms
🔍Tax Research PlatformsAbout ProSeries
ProSeries is Intuit's professional tax preparation software, offering both Basic (individual returns) and Professional (individual + business) editions. It provides form-based data entry with real-time diagnostics, e-filing, and integration with QuickBooks. ProSeries is popular among solo practitioners and small firms that prefer Intuit's ecosystem.
What's Great
- ✓Seamless QuickBooks integration for importing client financial data
- ✓Real-time diagnostics catch errors during data entry
- ✓Form-based view preferred by preparers who think in tax forms
- ✓Two editions (Basic and Professional) match different firm needs and budgets
- ✓Part of Intuit's ecosystem with familiar interface patterns
Watch Out For
- !Desktop-based — limited remote collaboration capabilities
- !Pricing increases annually can catch firms off guard
- !Less powerful than Lacerte for complex returns
- !Fewer forms supported than Lacerte or UltraTax for specialty returns
Common Use Cases
Solo practitioner preparing individual and basic business returns in the Intuit ecosystem
Small firm importing client data directly from QuickBooks for tax preparation
Tax preparer wanting form-based data entry with real-time error checking
Pricing Model
Paid
Paid subscription required. Check the website for current pricing and free trials.
Category
Tax Research Platforms
Professional tax research databases for CPAs, tax attorneys, and accounting firms.
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