PS
ProSeries
Tax Preparation · Small
Intuit's desktop tax suite for higher-volume 1040 practices.
| Category | Tax Preparation |
|---|---|
| Best for | Small firms |
| Pricing | From $419/yr · 10.5% share |
| Integration | Export only |
| Official site | accountants.intuit.com/tax/proseries |
How it connects. It has no public API; data moves in and out by file export. Compare every tool by integration openness →
ProSeries pros and cons
Pros
- Published, approachable entry price in a market that hides its numbers
- Forms-based entry that long-time preparers find fast and predictable
- Big installed base — hiring seasonal staff who already know it is realistic
- In-family upgrade path to Lacerte when complexity outgrows it
Cons
- The entry price is for a limited bundle; realistic configurations cost meaningfully more
- Desktop software with hosting as an extra, like its Intuit desktop siblings
- Complex entity and multi-state work hits its ceiling well before Lacerte or UltraTax
- No public API
Who ProSeries is for — real-world scenarios
The established small firm with a stable book
A solo or two-person practice doing individual returns plus simple S-corps and partnerships. ProSeries covers the whole book at a known price without Lacerte-class fees.
The firm standardizing for seasonal hiring
Practices that staff up every spring pick ProSeries partly because the temp-preparer labor pool already knows it — training time is real money in March.
Bottom line
The pragmatic middle of the Intuit desktop line: cheaper and simpler than Lacerte, deeper than consumer-grade tools. Its risk is quiet obsolescence in a cloud-first firm — if you are building around a browser stack, look at ProConnect instead.