Phone and web-based chat support with live, U.S.-based support assistants is included with pricing, and is available during tax season from 5am to 7pm Pacific time on weekdays, and 8am to 3pm on Saturdays. During the last week of tax season, support hours are extended until 10pm, and then until midnight on the last day of filing. ProSeries is not offered in a hosted or SaaS model.
Summary & Pricing
ProSeries provides a comprehensive professional compliance system, with bundle options that provide tax preparation for individuals and all other taxed entities at the federal and state level, plus some cities. The program is best suited to high volume 1040 practices with additional need for business filings and integration with common small business accounting programs. The system’s optional “scan and organize” digital workpaper system is a good workflow tool for firms, and the ability to download some client and 1099s from financial institutions can save time and improve accuracy.
Pricing for a 1040 and all-states package, with unlimited e-filing, is $1,449, with the ability to prepare business returns on a pay-per-return basis. The more comprehensive professional packages start at $2,999 for the PowerTax Lite system, which includes Unlimited Federal returns for 1040, 1120, 1120S, 1065, 1041, 990 and four states, unlimited e-filing, fixed asset management and additional features. (Network license is sold separately). Pay-per-return pricing is also available for the overall ProSeries system.