ProSeries Tax Software
proseries.intuit.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
Professional Tax Software Built for Pros Like You - Easy to use. Easy to trust.
How to Replace ProSeries Tax SoftwareOverview
Features
20 features across 19 categories
Asset Management(1)
Simplify asset tracking and depreciation with this tool, rated #1 by tax professionals during 2024 Readers' Choice Awards
Client Protection(1)
Protect clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense
Cloud Infrastructure(1)
Work anytime from anywhere with encrypted cloud hosting connection that keeps client data protected, now including first-ever Hosting for ProSeries Basic users
Collaboration(1)
Optional multi-user remote access capability for team collaboration
Data Entry(1)
Intuitive forms-based input screens designed to help work more efficiently with a familiar framework
Data Security(1)
Rightworks performs backups of all hosted data on nightly basis and retains backups for rolling 90-day period in protected offsite facility
Disaster Recovery(1)
Snapshots taken daily and replicated to another physical Rightworks facility for Disaster Recovery
Document Management(1)
Get documents signed securely from any online device with quick clicks inside tax software, with 68% of completed eSignatures finalized in one day
Filing(1)
Electronic filing of tax returns with compliance to IRS guidelines and publication requirements
Form Generation(1)
Generate unlimited W-2s, 1099s, and payroll tax forms
Help & Support(1)
On-screen help and self-serve learning hub enabling users to learn at their own pace
Infrastructure(1)
Top-tier data centers with multiple layers of redundancy within infrastructure to provide 24x7 availability
Migration(1)
Help converting data from previous tax software to ProSeries
Payment Processing(1)
Give clients the option of no upfront, out-of-pocket costs and get paid with refund transfers
Quality Assurance(1)
1,000+ diagnostics that identify mistakes before they become problems for reliability and accuracy
Reporting(1)
One-click access to calculation details for clear view of each calculation making compliance and reporting easier
Security(1)
Identity verification measure requiring end users to establish identities through specific security questions for eSignature functionality
Tax Preparation(2)
Support for preparing business tax returns with scalable volume handling
Forms-based screens optimized for preparing individual tax returns with multiple scenarios
Training & Education(1)
Series of live and recorded webinars designed to get up to speed on the software with options for CPE and CE credits
Pricing
ProSeries Essentials
- ✓Large volume of individual tax returns
- ✓1099 and W-2 filings
- ✓Digital signatures
ProSeries Plus
- ✓Scalable volume of individual and business returns
- ✓Asset management
- ✓Optional digital signatures
- ✓Optional remote access
ProSeries Advanced
- ✓High-volume of individual and business returns
- ✓Asset management
- ✓Digital signatures
- ✓Multi-user remote access
Cost Calculator
Pricing data not available for ProSeries Tax Software. Check their website for current pricing.
Build vs Buy
Should you build a ProSeries Tax Software alternative or buy the subscription? Estimate based on 20 features.
Buy ProSeries Tax Software
Better ValueBuild Your Own
Buying ProSeries Tax Software saves ~$18,480 over 3 years vs building.
Estimates based on 20 features and a BuildScore of 4/5. Actual costs vary.
Integrations
3 known integrations