Intuit ProSeries Tax

Key features

• Full form coverage: 1040, 1040-NR, 1041, 1120, 1120-S, 1065, 990, 706, 709
• Intuit Sign digital signatures with KBA included for all tax clients
• Pay-by-Refund bank products via Santa Barbara TPG, including the new "Fast Forward" early-refund option (tax year 2025)
• K-1 import with automated QBI data entry
• Multi-user access on Professional packages
• Optional Rightworks cloud hosting add-on (from $128/user/month list; promos common)

Pricing

Read from ProSeries' pricing page in July 2026, all "starting at" (verify current):

• Pay-Per-Return — $539/year license, then per-return fees: $69 federal 1040, $61 state individual, $99 federal business module, $61 state business
• ProSeries Basic 1040 — from $729/year (20 returns; larger tiers cost more)
• ProSeries Professional 1040 Essentials — $2,605/year, unlimited 1040s + states
• ProSeries Essentials — $3,641/year for bundles of 200 or 400 mixed returns
• ProSeries Advanced (unlimited individual + business) — call for pricing

Pros and cons

Pros

• Natural fit for QuickBooks-centric practices and Intuit workflows
• Signatures + KBA included where rivals charge per envelope
• Scales from 20-return side practices to multi-preparer firms

Cons

• Documented pattern of steep renewal increases — budget beyond year one
• Cloud is a hosted-desktop add-on, not native (Intuit's browser product is separate ProConnect)
• Business returns on Basic aren't available; the packages you'll actually want cost four figures

Who should use ProSeries?

ProSeries makes sense when your practice already runs on Intuit rails — client books in QuickBooks, comfort with Intuit support and licensing — and you want desktop forms-based prep that a new hire can learn quickly. Pure value shoppers should cross-shop Drake's all-inclusive packages; cloud-first preparers should compare Intuit's own ProConnect or Drake Tax Online before paying hosting fees.

Rating, for context: 4.2/5 on G2 (86 reviews) — as of July 2026.

FAQs