Ye Gods, another bad experience with Intuit's ProSeries!

Jun 8th 2011
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I don't know who gave Intuit's ProSeries a 5-star rating because I give it a 0-star rating.  In fact, in my opinion, it sucks!

I have great difficulty finding input sheets in ProSeries.  Unlike Lacerte, that has a very helpful table of contents, ProSeries leaves it to the user to find its entry sheets:  good luck.  Better round up a posse to help you find what you want.  I've spent needless, unbillable hours trying to find the place where I can enter the information.

And it's feature, "Where Do I Enter", to assist the tax preparer with data entry appears only to apply to Federal Form 1040, since whenever I have attempted to use it for Form 1120, 1120S, 1065, etc., and for state tax forms, ProSeries informs me that it's unavailable for these forms.  So if you're looking for the input sheet and fields in ProSeries, lots of luck, pal.  Go fish!

And today when I printed out California's Form 540NR, California Resident or Part-Year Resident Income Tax Return, I discovered to my embarrassment and chastisement from my client that my electronic signature on page 3 was illegible:  it overwrote the form's caption line containing "Firm's name" and "Firm's address".  When I called Intuit's ProSeries, I was placed on hold for what seemed an eternity, then someone in its tech department spent considerable time remotely accessing my computer to understand my problem and attempt to correct it.  And then when that failed after another period of time seeming like another eternity, I was transferred to the tax department, who informed me that there was nothing I could do but remove the electronic signature.

The individual in Intuit's tax department admitted that it was a defect in ProSeries and said that it was never picked up until my call since not many California Form 540NR's are filed.  Right!

Also, when I attempted to print a tax return on May 30th, I was unable:  Intuit’s pay-per-return was down.  I lost a client over that, since the client came to pick up his tax return and I thought there would not be a problem printing the return.  Thanks, Intuit.  Needless to say, its call center and customer service were unavailable, too.  Perhaps if its server is going to be down, Intuit should have had someone on call to handle its software issues?!  That's poor service.

Moreover, ProSeries "Review" feature is of little assistance, if any, in diagnosing the correct preparation of a tax return.  Unlike the diagnosis feature of Lacerte prior to Intuit's acquisition, it is pretty much limited to just highlighting areas where you entered data and the program undertook calculations.  In my opinion, it is a complete waste of one's time.  I no longer bother using that feature.

Of course, Intuit is always trying to find an extra to bill you for.  For instance, a relatively new option, "Productivity Click", bangs you an extra $5 per return if you wish to have some sort of tax research support when preparing a tax return, as well as tax import and employer forms features.  If you prepare a number of tax returns, this can add up to be an expensive option.  My advice is save your money or invest in a reputable tax resource library.

In addition, I feel as if I am getting banged hard with Intuit's pay-per-return policy.  That takes a big bite out of one's tax preparer fee.  Plus Intuit charges an annual fee as well of nearly $300.

If anyone knows of a better tax software at an affordable price, please let me know.  I've had it with ProSeries.  Do you think ProSeries offered me a refund for the cost of that California tax return since it has a defect?  Not a chance!  Do you think that I ever received a free copy of QuickBooks for all of the clients I brought to Intuit to use QuickBooks?  Are you on drugs?  Intuit sucks!


Replies (2)

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By rivers
Jun 25th 2015 20:11 EDT

Like you I have had my share of Proseries and intend to switch to another software for the 2013 tax season. They are unresponsive to written complaints and when I took the respective issue to a consumer agency they also refused to respond to that agency. As a result, Proseries left me with the impression that they believe they are invincible, therefore it is time to part ways. I CERTAINLY DO NOT RECOMMEND PROSERIES TO ANYONE ELSE, and I hope that their current customer base soon realize the lack of concern Proseries has for their customers.

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By AAATAxman
Jun 28th 2016 21:44 EDT

I was just informed of a phrase in your contract requiring my firm to up-sell bank products to receive ProSeries without cost. How can this be legal when I am required by the bank to disclose this service as optional?

How can a financial corporation that depends heavily on the tax industry Be this stupid.

A pay per return fee? Not great but legal

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