ProSeries logo

ProSeries

Website: proconnect.intuit.com

ProSeries is Intuit’s desktop tax preparation software aimed at small to mid-sized US accounting firms. It handles individual, business, trust, and estate returns with built-in accuracy checks, automated calculations, and e-filing.

Firms use ProSeries as a cost-effective alternative to Intuit’s higher-end Lacerte product. It offers a forms-based interface that some preparers prefer for speed, along with prior-year data import, client management tools, and diagnostic review features. ProSeries is available in Basic (individual returns only) and Professional (all return types) editions.

The software integrates with QuickBooks and other Intuit ProConnect tools. It is best suited for small US tax practices that handle a moderate volume of returns without highly complex multi-state or multi-entity requirements. Firms that regularly prepare complex corporate or partnership returns typically step up to Lacerte.

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