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ProSeries Tax

The #1 tax software for small firms.

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Overview

ProSeries Tax is Intuit's desktop-based professional tax software designed for small to mid-sized tax and accounting firms. It is known for its user-friendly, forms-based interface and its ability to handle a wide range of tax returns, including the Form 990 series for nonprofit organizations.

✨ Key Features

  • Forms-based interface for easy data entry
  • Support for Form 990, 990-EZ, and 990-PF
  • Integration with QuickBooks and other Intuit products
  • Client management and communication tools
  • Extensive error-checking and diagnostics

🎯 Key Differentiators

  • User-friendly, forms-based interface
  • Strong integration with the Intuit ecosystem
  • Reputation for reliability and ease of use

Unique Value: ProSeries Tax offers small tax firms an easy-to-use and reliable desktop software solution for preparing a wide range of tax returns, including Form 990.

🎯 Use Cases (3)

Tax preparation for small firms and solo practitioners Filing a variety of return types, including nonprofit Firms that prefer a forms-based data entry approach

✅ Best For

  • An easy-to-use and efficient solution for smaller tax practices
  • A popular choice for firms that value simplicity and reliability

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large firms that require a more scalable, multi-user solution
  • Firms that prefer a cloud-based platform

🏆 Alternatives

Drake Tax TaxSlayer Pro ATX Tax

Its forms-based interface is preferred by many tax professionals who are accustomed to working with paper forms, and its integration with QuickBooks is a key benefit for many users.

💻 Platforms

Desktop

✅ Offline Mode Available

🔌 Integrations

QuickBooks Intuit Practice Management

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (NA tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: NA

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