2010 Tax Software Survey: ProSeries

August 1, 2010

Click here for detailed survey responses for ProSeries. (Opens in new window; click once to enlarge.)

General Information
Tax program name: ProSeries
Vendor name: Intuit, Inc.
Telephone (sales): 800-934-1040
E-mail (sales): APD_Sales@intuit.com
Website: http://proseries.intuit.com
Number of users: N/A
Pricing
Price on Federal 1040 (new customers): $1,499
     Increase from last year? Yes
     By how much? $100
Renewal price:

Same pricing as above with early season renewal discounts and incentives.

State price (new customers): All individual states are included with 1040.
     State renewal price: Same as above.
Pay-per-return pricing:

Federal 1040: $21 each; State: $16 each.

A one-time annual PPR license fee of $275 is applied if no tax unlimited bundles or modules are licensed in conjunction with a PPR order.

Additional cost for e-filed returns: No additional cost.
Web/SaaS Version
Do you offer an online/SaaS version? No
Support
Toll free phone: 800-434-6818
Hours:

Normal hours are MF 9am8pm EST.

 

Intuit will determine Tax Year 2010 hours in the fall, which will begin in November 2010.

E-mail support? Yes
IM/Chat? Yes
Other?

ProSeries provides free U.S.-based technical support via a wide-range of convenient options: toll-free phone with extended hours during peak season, an online knowledgebase, Live Community, e-mail, in-product help, and online chat through Intuit Virtual Agent, which can guide practitioners to an answer or connect practitioners to a live agent.

Features/Functionality
Do you offer organizers? Yes
Client letters? Yes
Client portals? No
Does your software integrate with other products?

Yes. ProSeries integrates with QuickBooks, Quicken, ProSeries Document Management System, Forms Library, ProSeries Fixed Asset Manager, Intuit Easy ACCT, Accountant’s Trial Balance format, and TXF format.

New features added to your software for this year:

ProSeries enhancements for Tax Year 2010, include:

  • Adding more business state forms and form sets.
  • Expanding e-file for business states and 1041.
  • Intuit is working with multiple financial institutions to increase bank product capacity so tax practitioners can offer the services their clients need, including RALs.

 

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