Intuit ProSeries Tax
File returns by managing the tax preparation process from collecting and importing data to filing.
Overview
ProSeries Tax is a professional tax software by Intuit designed for small to mid-sized accounting firms. It is known for its user-friendly, forms-based interface that simplifies the tax preparation process. The software helps manage the entire workflow, from data collection and import to e-filing, and includes features like error-checking diagnostics and integration with QuickBooks.
✨ Key Features
- Forms-based data input
- On-screen help and guidance
- Client status and e-file tracking
- Data import from QuickBooks
- Comprehensive error-checking diagnostics
- Cloud hosting option
🎯 Key Differentiators
- User-friendly forms-based interface
- Strong integration with QuickBooks Desktop
- Reliable diagnostics and error checking
Unique Value: Simplifies tax preparation through an intuitive, forms-based interface, making it easy for preparers to complete returns accurately and efficiently.
🎯 Use Cases (3)
✅ Best For
- Comprehensive tax preparation with reliable federal tax form capabilities.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that require deep, complex multi-state business return capabilities
- Users who primarily use QuickBooks Online (ProConnect Tax is a better fit)
🏆 Alternatives
Easier to learn and use than more complex systems like Lacerte, and offers better QuickBooks Desktop integration than many non-Intuit products.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
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