Quick Verdict
Strong mid-market choice — Intuit ProSeries Tax is the mid-market professional tax platform, offering a balance of features, usability, and price for growing accounting firms.
Mid-size accounting firms and growing practices
From $499/year
★ 4.2/5
Pros & Cons
Pros
- ✓ Good balance of features and price
- ✓ Strong QuickBooks integration
- ✓ Intuitive interface
- ✓ Good support
Cons
- ✗ Per-return pricing for some forms
- ✗ Less powerful than Lacerte
- ✗ Annual price increases
- ✗ Limited automation
Key Features
Comprehensive Form Coverage
ProSeries covers all major form types including 1040, 1120, 1065, 1041, and specialty returns.
QuickBooks Integration
Strong integration with QuickBooks for bookkeeping clients — import data directly into tax returns.
Intuitive Interface
ProSeries has one of the most user-friendly interfaces in professional tax software.
ProSeries Tax Planner
Built-in tax planning tools help identify savings opportunities for clients.
Pricing
ProSeries Basic
From $499/year
Individual returns (1040) — limited state returns
ProSeries Professional
From $699/year
All entity types — unlimited federal returns
ProSeries Pay-Per-Return
Per return pricing
Flexible option for lower-volume preparers
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Frequently Asked Questions
Is ProSeries better than Drake Tax?
Drake Tax offers better value for high-volume shops. ProSeries has a better interface and stronger QuickBooks integration.
How does ProSeries compare to Lacerte?
Lacerte is more powerful for complex returns. ProSeries is more affordable and better suited for mid-market firms.
Does ProSeries support all states?
ProSeries supports all 50 states. Some state modules may require additional purchase depending on your plan.
Is ProSeries Tax cloud-based?
ProSeries is primarily desktop-based. Intuit offers a hosted version for cloud access.
What is the ProSeries ProAdvisor discount?
QuickBooks ProAdvisors may qualify for discounts on ProSeries. Contact Intuit for current ProAdvisor pricing.
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