Intuit ProLine ProSeries Professional Edition

Offered as a complete package or as a pay-per-return option, ProSeries Professional is easily adaptable to fit your office needs. Directed toward the small to medium sized accounting firm that might also provide other accounting services, Intuit allow you to buy as much (or as little) tax power as you need. One license of ProSeries tax software covers everyone in one company and location (multiple installations, networking is an add-on), via Webprice $1299, regularly $1399. This package includes unlimited individual returns for federal and state, and no license fee for Pay-Per-Return for business return. The PowerTax Library, priced at $4449, includes: the federal individual (100+ forms and schedules); state individual (45 States and Local forms); federal business forms 1120, 1120s, 1065, 1041, and 990; state business forms 1120, 1120s, 1065, 1041, and 990; Gift and Estate forms 709 and 706; and ProSeries add-on solutions Client Organizer and Fixed Asset Manager. Add-on packages include Network Solutions for $475, ProSeries DMS (Document Management System) for $450, Client Organizer for $229, Fixed Asset Manager for $229. The Pay-Per-Return option fee is $225, plus $20 for each federal and $15 for each state return processed. Each business entity type is also available as its own add-on.

The ProSeries Professional package includes:

  • Additional 1040 support such as 1040NR, Net Operating Loss, and more
  • Missing Client Information Utility
  • Client Analyzer that identifies clients impacted by tax changes and scenarios
  • Electronic-Filing included for no additional charge for supported forms
  • Toll-free U.S.-based technical support
  • Intuit ProConnection - Intuit's eNewsletter that offers information on industry news, practical advice, and more

New for tax year 2009, the tools in ProSeries Plus are included at no additional charge for all ProSeries Professional Edition customers. These features will really assist tax preparers serving their clients and helping them to understand their tax situation.

  • Client Checklist to simplify gathering client data
  • Client Presentation with charts and graphs of the return
  • Client Advisor to help you offer client-specific recommendations

Another new addition is feature training videos. These are 2-4 minute videos where accountants can learn directly from their peers how to save time using ProSeries' features.

The ProSeries program has a comfortable feel, with a left side tree menu that notates in color where there are errors on any form. Clicking on that note takes you directly to the form and the error. Multiple errors on one page would be visibly highlighted in pink. The left side menu scrolls down to include Forms in Use, Common Forms, General Info, and most any way that you could want to look for a form or information. The tree menu easily opens and closes by clicking on the + or -.

According to Julie Kozloski, senior product manager for Intuit ProLine ProSeries, stated,  "[ProSeries Professional is] perfect for professionals with a range of individual and/or business clients, ProSeries Professional provides fast and reliable preparation across a comprehensive set of tax forms and schedules. Plus, it includes tools to help professionals run a more successful practice--beyond just the return." 


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