2014 Review of Intuit ProSeries Tax

ProSeries Tax is the mid-tier tax software solution offered by Intuit.  ProSeries Tax is designed as an affordable tax software solution to assist tax practitioners with processing returns quickly.  New for the current year are significant updates to the electronic filing functionality and a complete overhaul on PDF capabilities.

BEST FIRM FIT

Small to medium-sized practices and sole practitioners who focus primarily on tax and have low to medium complex returns

STRENGTHS

  • Simple interface allowing data entry directly on tax forms
  • Integration points with QuickBooks and TurboTax
  • Direct scan data import option, though at a separate charge

POTENTIAL WEAKNESSES

  • Very few review tools in place
  • No easy remote access option provided

 

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