ProSeries
ProSeries: A broad desktop tax suite for established preparers, with annual pricing from $539. Ranked #5 of 30 in Small Business Tax Software by our editors (8.6/10); pricing: Paid; best for established preparers needing broad return support.
At a glance
- Editor score8.6 / 10
- PricingPaid
- Best forEstablished preparers needing broad return support
- Free planNo
- Paid from$729/yr
- Founded1983 · Mountain View, California, United States
- Facts checked20 Sep 2026
Where it wins
- Supports individual, business, state, amended, and electronic returns
- Includes K-1 import, scanning, fixed assets, and client portals
- Offers pay-per-return and unlimited-return plans with optional hosting
Where it doesn't
- Annual pricing starts at $539 with no free plan
- Desktop software is limited to the Windows platform
- Advanced capabilities require higher-priced plans
Our verdict on ProSeries
ProSeries is Intuit’s professional tax preparation software for solo, small, and mid-sized accounting firms. Its forms-based workflow supports individual and business returns, state preparation, electronic filing, amended returns, K-1 imports, client organizers, secure portals, document scanning, digital signatures, and knowledge-based authentication. It is aimed at established preparers that need more than individual 1040 preparation, particularly firms handling mixed return types and recurring filing workflows.
Pricing is organized around return volume and scope. Professional Pay-per-return costs $539 per year and covers pay-per-return individual and business federal and state returns, with multi-user eligibility and optional hosting. ProSeries Basic 1040 costs $729 per year for individual 1040 and state returns with single-user access. ProSeries Professional costs $2,605 per year and adds unlimited 1040s, individual and business returns, K-1 import, Client Analyzer, and unlimited 1099 and W-2 filing. 1040 Essentials is also $2,605 per year, with unlimited 1040 and state returns while business returns remain pay per return. ProSeries Essentials costs $3,641 per year and includes unlimited state returns, individual and business returns, and multi-user access. ProSeries Advanced has unlimited individual, business, and state returns, asset and depreciation management, a multi-user network license, and advanced hosting.
The product fits firms that value a wide return scope and connections with Intuit Link, QuickBooks Desktop Accountant, SmartVault, Microsoft Excel, Microsoft Outlook, and Adobe Acrobat. Fixed asset management, scanning, and client-facing tools extend it beyond basic return entry. The main tradeoff is its desktop-first design: optional hosting supports remote access and collaboration, but ProSeries is not a native cloud product and is limited to Windows. Preparers with complex business workloads and a need for asset management should consider the higher tiers, while 1040-focused or cloud-first firms should look for a narrower or cloud-native alternative.
Your product? Our editors can test ProSeries in depth and publish a review, labelled as paid · from $149/mo →
ProSeries pricing
All 6 ProSeries plans and prices →
ProSeries fact sheet
| Free plan | No |
|---|---|
| Paid from | $729/yr |
| Business entity support | Not verified |
| Federal e-file | Not verified |
| State e-file | Not verified |
| Included state returns | Not verified |
| Bookkeeping imports | Not verified |
| Prior-year import | Not verified |
| Money-back guarantee | 5 days |
| Deployment | Desktop, Cloud |
| Support | Phone, Community, Docs · 24/7 |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 6 integrations: Intuit Link, QuickBooks Desktop Accountant, SmartVault, Microsoft Excel, Microsoft Outlook, Adobe Acrobat See all → |
| Pricing | Paid (source) |
| Website | accountants.intuit.com |
| Facts checked | 20 Sep 2026 |
ProSeries integrations
ProSeries lists 6 integrations on its own site.
- Intuit Link
- QuickBooks Desktop Accountant
- SmartVault
- Microsoft Excel
- Microsoft Outlook
- Adobe Acrobat
See all ProSeries integrations →
Alternatives to ProSeries
- TurboTaxA broad guided filing option with strong income support, but paid tiers and state add-ons raise cost.9.3
- H&R Block OnlineA guided tax service with free simple returns, broader paid tiers, and web and mobile access.9.1
- TaxActA broad tax filing option for self-employed filers, with state filing charged separately.8.8
See all ProSeries alternatives →
ProSeries vs the competition
- ProSeries vs TurboTax
- ProSeries vs H&R Block Online
- ProSeries vs TaxAct
- ProSeries vs Lacerte Tax
- ProSeries vs UltraTax CS
- ProSeries vs CCH ProSystem fx Tax
Compare ProSeries with any tool side by side →
Also Ranked In
ProSeries is ranked in 4 of our directories.
Used ProSeries? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used ProSeries for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
ProSeries is listed in our Small Business Tax Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/proseries/"><img src="https://www.itechguides.com/best/badge/proseries.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update