# Intuit ProSeries Tax Review: Pricing, Features, Alternatives Intuit ProSeries Tax: Intuit's forms-based Windows tax package with unlimited 1040 pricing at $2,605. Pricing from $539 / year, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-preparation/proseries/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Preparation](https://node8.ai/accounting-tools/tax-preparation/) # Intuit ProSeries Tax Strong Option · Intuit Intuit's forms-based Windows tax package with unlimited 1040 pricing at $2,605 [Visit ProSeries](https://accountants.intuit.com/tax-software/proseries/) [All 18 tax preparation tools](https://node8.ai/accounting-tools/tax-preparation/) Best for Firms of 2 to 25 filing mostly 1040s with a steady trickle of entity returns, on Windows Starting price $539 / year ($539 a year for Professional pay-per-return; $2,605 for 1040 Essentials with unlimited 1040 and state returns and business returns billed per return; $3,641 for Essentials with a bundle of 200 or 400 individual and business returns; Basic 1040 from $729 for twenty 1040s; Advanced with unlimited individual and business returns is quoted; hosting is a separate monthly Rightworks subscription) SOC 2 Unconfirmed Multi-factor auth Unconfirmed Ownership part of Intuit Integrates with QuickBooks Desktop, Intuit Link, Intuit Sign, Rightworks hosting, Protection Plus, Pay-by-Refund, +2 more The read ## What ProSeries does Thirty-five thousand tax professionals is the figure Intuit puts against ProSeries, and the pricing explains a good deal of that install base. The 1040 Essentials plan is $2,605 a year for unlimited individual and state returns with every state included, business returns billed per return on top. Essentials at $3,641 swaps that for a bundle of 200 or 400 mixed individual and business returns with unlimited states. Advanced, which is unlimited on both sides, is quoted rather than listed. At the bottom, Professional pay-per-return starts at $539 for the licence and Basic 1040 starts at $729 for twenty individual returns on a single seat. Day to day it is a forms-based Windows program with a HomeBase client list, one-click access to the calculation behind any number, and batch tools for repeating a task across many files. The form coverage runs 1040, 1040-NR, 1041, 1120, 1120-S, 1065, 990, 706 and 709. K-1 data imports from a completed entity return into the owner's 1040. Client Analyzer finds every client hit by a given tax change, and the Missing Client Information utility flags gaps while the return is still open rather than at review. Intuit Sign, with knowledge-based authentication, is bundled at no additional charge, though the IRS only accepts electronic signatures on individual modules, so the business forms still need wet signatures. Conversions are published from ATX, CrossLink, Drake, Lacerte, ProSystem fx, TaxAct, TaxSlayer, TaxWise and UltraTax CS, without a stated position on what happens to prior-year depreciation or carryforwards. Two things weigh against it. The software installs on Windows and only on Windows, so a firm that wants cloud access buys a monthly hosting subscription from Rightworks on top of the licence, and that is a second recurring bill with its own user tiers. And Intuit's own cloud investment plainly runs to ProConnect, not here, which makes ProSeries the safe purchase rather than the forward-looking one. Scan-and-populate is not part of the package either, so a firm that wants documents read into the return is buying SurePrep, GruntWorx or an equivalent separately. Against Drake Tax the comparison is close and turns on mix: Drake's $3,295 covers unlimited individual and business returns, where ProSeries at $2,605 covers unlimited 1040s and charges for entities. A firm with 300 individual returns and forty 1120-S filings should price both. Against Lacerte, ProSeries is the cheaper, shallower sibling, and the upgrade trigger is entity complexity. Against ProConnect it wins decisively on cost above roughly a hundred returns and loses on architecture. The inherited tier was dated and the evidence does not support it. Intuit publishes current pricing for the 2026 season, ships new capability into the product, and the feature comparison lists items introduced this cycle. What is true is that the interface is old and the platform is a dead end relative to ProConnect. That makes it a strong option on price and install base, not a top pick. Capabilities ## What you get Forms 1040, 1040-NR, 1041, 1120, 1120-S, 1065, 990, 706 and 709 Intuit Sign digital signatures and knowledge-based authentication included at no extra charge K-1 data import from completed business returns into the 1040 Client Analyzer for identifying groups of clients affected by a tax change Missing Client Information utility and prior-year Client Checklist Unlimited 1099 and W-2 creation, e-filing and printing Pricing, security, integrations ## What it costs and what it connects to ProSeries starts at $539 per year ($539 a year for Professional pay-per-return; $2,605 for 1040 Essentials with unlimited 1040 and state returns and business returns billed per return; $3,641 for Essentials with a bundle of 200 or 400 individual and business returns; Basic 1040 from $729 for twenty 1040s; Advanced with unlimited individual and business returns is quoted; hosting is a separate monthly Rightworks subscription). Pricing is annual licence, unlimited or bundled returns, or pay-per-return. We could not confirm a SOC 2 report for ProSeries from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. ProSeries connects to QuickBooks Desktop, which is the integration that decides whether a tool fits a firm's existing book of clients. Beyond that: Intuit Link, Intuit Sign, Rightworks hosting, Protection Plus, Pay-by-Refund, Microsoft Office and Adobe Acrobat. [Vendor pricing page](https://accountants.intuit.com/tax-software/proseries/pricing/) Our rating ## Why we rate ProSeries a Strong Option ProSeries is rated Strong Option, alongside 7 other of the 18 tax preparation tools in this directory. A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Same vendor ## More from Intuit ### [Intuit Accountant Suite](https://node8.ai/accounting-tools/close-automation/intuit-accountant-suite/) Intuit's successor to QuickBooks Online Accountant, with a per-client close workflow module One to Watch ### [Intuit Tax Advisor](https://node8.ai/accounting-tools/tax-planning/intuit-tax-advisor/) Tax planning built into Lacerte and ProConnect at no separate charge Top Pick ### [Lacerte](https://node8.ai/accounting-tools/tax-preparation/lacerte/) Intuit's high-end desktop tax package for complex returns and multiple preparers Strong Option ### [Intuit ProConnect Tax](https://node8.ai/accounting-tools/tax-preparation/proconnect/) Intuit's browser-based professional tax product, priced per return with a published ladder Top Pick Alternatives ## ProSeries alternatives ### [Lacerte](https://node8.ai/accounting-tools/tax-preparation/lacerte/) Intuit's high-end desktop tax package for complex returns and multiple preparers Strong Option ### [Intuit ProConnect Tax](https://node8.ai/accounting-tools/tax-preparation/proconnect/) Intuit's browser-based professional tax product, priced per return with a published ladder Top Pick ### [Drake Tax](https://node8.ai/accounting-tools/tax-preparation/drake-tax/) Windows tax compliance software with all states and e-filing included in one annual price Top Pick ### [UltraTax CS](https://node8.ai/accounting-tools/tax-preparation/ultratax/) Thomson Reuters' full-entity tax engine at the centre of the CS Professional Suite Top Pick ### [TaxAct Professional](https://node8.ai/accounting-tools/tax-preparation/taxact-professional/) Unlimited individual and entity returns with all states for $2,095 a year Strong Option ### [ATX](https://node8.ai/accounting-tools/tax-preparation/atx/) Forms-based tax compliance software for small firms, sold in fixed annual editions Strong Option [Compare all 18 tax preparation tools](https://node8.ai/accounting-tools/tax-preparation/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [ProSeries product page](https://accountants.intuit.com/tax-software/proseries/) Retrieved 2026-09-08 ### [ProSeries pricing and plan comparison](https://accountants.intuit.com/tax-software/proseries/pricing/) Retrieved 2026-09-08 ### [ProSeries data conversion](https://accountants.intuit.com/tax-software/proseries/data-conversion/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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