Head-to-head · Tax Preparation Software
ProSeries vs Wealthsimple Tax
ProSeries leads on 0 checks, Wealthsimple Tax on 1, and 5 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreProSeries · 8.8/10
- Free planonly Wealthsimple Tax
- Most featuresProSeries · 5 of 5
ProSeries scores higher on our rubric for tax preparation software: 8.8 against 8.5 out of 10; our editors rank them #5 and #7.
Wealthsimple Tax offers free plan; ProSeries doesn't.
ProSeries is the better fit for professional firms wanting forms-based workflows. Wealthsimple Tax is the better fit for free Canadian filing with expert and audit options.
- ProSeries fits best
Professional firms wanting forms-based workflows
- Wealthsimple Tax fits best
Free Canadian filing with expert and audit options
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Side by side
| Feature | ProSeries 8.8/10 Visit ↗ | Wealthsimple Tax 8.5/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 8.8 | 8.5 |
| Ranking | #5 in Tax Preparation Software | #7 in Tax Preparation Software |
| Best for | Professional firms wanting forms-based workflows | Free Canadian filing with expert and audit options |
| Pricing model | Paid | Free plan + paid |
| Starting price | $729/yr | — |
| Free plan | — | ✓ (best) |
| Free trial | — | — |
| Deployment | Desktop, Cloud | Cloud |
| Support | Phone, Community, Docs · 24/7 | Email, Docs |
| Integrations | 6 integrations | 2 integrations |
| Built for | Solo, Small business, Mid-market | Solo, Small business |
| Features ProSeries 5/5 · Wealthsimple Tax 0/5 | ||
| State returns | ✓ (best) | Not checked yet |
| Amended returns | ✓ (best) | Not checked yet |
| Self-employed support | ✓ (best) | Not checked yet |
| Rental income support | ✓ (best) | Not checked yet |
| Electronic filing included | ✓ (best) | Not checked yet |
| Specs | ||
| Filer types | Both | Not checked yet |
| Our review | ||
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| Our verdict | ProSeries is Intuit’s professional tax preparation software for accounting firms and tax preparers. Its forms-based workflow covers individual and business returns, state preparation, electronic filing, amended returns, K-1 imports, client… Read the review → |
Wealthsimple Tax is a Canadian do-it-yourself tax-filing platform for residents with a Social Insurance Number. It supports CRA and Revenu Québec NETFILE-certified filing, slip imports, employment and self-employment income, investment and… Read the review → |
Strengths and trade-offs
ProSeries — where it wins
- Supports individual, business, state, amended and electronic returns
- Includes K-1 import, scanning, depreciation and secure client portals
- Connects with Intuit Link, QuickBooks Desktop Accountant and office tools
Where it doesn't
- No free plan is available
- Desktop software requires optional hosting for remote access
- Basic 1040 is limited to individual returns and single-user access
Wealthsimple Tax — where it wins
- Free Basic filing with access to all tax forms
- Handles self-employment, investment, rental and foreign income
- Offers audit protection and one-on-one tax expert guidance
Where it doesn't
- Available on the web only
- The Pro plan is unavailable in Québec
- Paid plans are needed for priority support and audit protection
- ProSeries8.8/10 · Paid
A broad forms-based tax suite for firms handling individual and business returns.
Visit ProSeriesFull verdict → - Wealthsimple Tax8.5/10 · Free plan
A flexible Canadian filer for DIY returns, complex income and optional expert help.
Try Wealthsimple TaxFull verdict →
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All tax preparation software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update






