ProSeries

ProSeries is Intuit’s desktop tax preparation software for small and mid-sized US practices, covering individual, business, trust, and estate returns with accuracy checks, automated calculations, and e-filing.

How accounting firms use it

It functions as the volume workhorse for practices whose work is predominantly 1040s. The forms-based interface mirrors the return itself, which experienced preparers tend to find faster than interview-style entry for routine work, and prior-year data rolls forward so returning clients start partly populated.

Firms commonly pair it with Intuit Link, which collects source documents from clients through a portal and flags what is still outstanding. For practices where chasing documents consumes more time than preparing returns, that collection layer is often the deciding factor in staying within the Intuit range.

Key features

Two editions are available: Basic for individual returns only, and Professional for the full range including business, fiduciary, and nonprofit filings with multi-state processing. Both include diagnostics that flag errors and omissions before filing, and e-filing with status tracking.

Client management tools cover return status across the season, and integration with QuickBooks allows trial balance and client data import. E-signature support handles Form 8879 authorisation without printing and scanning.

Pricing runs either pay-per-return, which suits lower volumes and seasonal preparers, or an unlimited bundle that becomes cheaper past a break-even return count.

Who it’s best for

Small US tax practices handling moderate return volumes without heavy multi-state or multi-entity complexity, particularly those already using QuickBooks.

Practices regularly preparing complex corporate or partnership returns generally step up to Lacerte. Those wanting cloud-native preparation use Intuit’s ProConnect Tax Online, and firms weighing cost at high volume often compare against Drake Tax, whose flat-rate model can work out cheaper for large 1040 books.