Intuit ProSeries Professional
Easy-to-use professional tax software.
Overview
Intuit ProSeries Professional is a desktop-based tax software aimed at small and mid-sized firms that value ease of use. Unlike the form-based Lacerte, ProSeries uses an interview-style data entry system that guides preparers through the return, making it easier to learn and reducing the chance of errors. It offers a comprehensive set of forms for individuals and businesses and is known for its on-screen help and diagnostics. It's a good fit for firms that want a powerful tool without the steep learning curve of more complex software.
✨ Key Features
- Interview-style, form-based data entry
- Over 3,700 forms and schedules
- Extensive diagnostics and error-checking
- Client-friendly features like client letters and checklists
- Fixed asset management
- Integration with QuickBooks
- Cloud hosting options available
🎯 Key Differentiators
- Easy-to-use interview-based workflow
- Strong on-screen guidance and help features
- Balances power with user-friendliness
Unique Value: Reduces training time and increases preparer confidence through an intuitive, interview-based system that guides users through the tax return process.
🎯 Use Cases (4)
✅ Best For
- Helping new staff members become productive quickly due to its intuitive, step-by-step data entry process.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- High-volume firms where speed of data entry is the top priority
- Accountants who need to prepare highly complex, consolidated corporate returns
🏆 Alternatives
Offers a more guided and less intimidating experience than form-based software like Lacerte, making it a better choice for firms with less experienced staff or those who prefer a step-by-step approach.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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