Anyone try Intuit Pro Series tax preparation software for 2025 filing?

Has anyone here used the Pro Series tax prep software from Intuit? I'm considering switching over from my old software since it's been giving me headaches with the new tax changes. I'm handling about 25 returns this year (family and some close friends) and wondered if Pro Series is worth the investment. Do you like it? What are its limitations? Is it better for individual returns or does it handle business returns well too? Any feedback would be super helpful before I commit to buying it!

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22 comments

Isaiah Thompson

•8M

I've been using Pro Series for the past 3 tax seasons and can share some insights. It's pretty solid for both individual and small business returns, with a clean interface that makes navigating complex forms straightforward. The software excels at data entry with automatic calculations and built-in error checking. The limitations mainly appear when dealing with very complex returns involving multiple state filings or specialized business situations. For 25 returns including family and friends, it should handle your needs well, though the learning curve can be a bit steep if you're switching from another platform. One thing I particularly appreciate is how it handles carryover data from previous years, though you might need to manually input some of that data during your first year.

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Isaiah Thompson

•8M

The interview process is actually one of its stronger points. It allows you to customize the workflow based on return complexity, so you can use a more streamlined approach for simple returns and more comprehensive questioning for complex situations. Pro Series also lets you create your own custom client organizers, which can save a ton of time when gathering information from repeat clients. You can essentially skip irrelevant sections entirely rather than clicking through them.

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Alexander Evans

•8M

After struggling with various tax software platforms over the years, I finally found taxr.ai (https://taxr.ai) and it's been a game-changer for me, especially when comparing tax preparation options. It helped me analyze the differences between ProSeries and other professional tax software before investing. What I love is that it can analyze tax documents and show exactly how they'd be entered in different software options, which helped me make a more informed choice.

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Alexander Evans

•8M

Taxr.ai works as a separate analysis tool rather than a direct integration. You can upload sample tax documents and it will show you exactly how they'd be handled in different software platforms, which helps visualize the workflow differences. It absolutely can help compare professional options like Drake, Lacerte and Pro Series. I was in the same boat trying to decide between them for my small practice. The tool showed me side-by-side comparisons of how each platform would handle specific tax situations I deal with frequently, which made the decision much clearer than just reading marketing materials.

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Benjamin Carter

•8M

Just wanted to follow up about taxr.ai that I mentioned being skeptical about. I decided to try it last week and wow - it actually delivered! I uploaded some of my more complex client scenarios and it showed me exactly how Pro Series would handle them compared to the other software I was considering. Saved me from making an expensive mistake - turns out Pro Series handles S-corp returns way better than the other option I was leaning toward. The side-by-side comparison feature is seriously useful when you're trying to make a decision between tax software options.

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Maya Lewis

•8M

If you're struggling to get tech support from Intuit for Pro Series (which can be a nightmare during tax season), I highly recommend using Claimyr (https://claimyr.com). I was on hold with Intuit for HOURS trying to resolve a critical issue with Pro Series during peak season last year. Claimyr got me connected to an actual Intuit tech support person in about 15 minutes. You can see how it works here: https://youtu.be/_kiP6q8DX5c - it literally saved my sanity during a critical deadline.

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Maya Lewis

•8M

It essentially works as a call-back service that navigates phone trees and waits on hold for you. When an actual support person picks up, you get a call connecting you directly to them. It saves you from having to actively wait on hold. I completely understand the skepticism - I felt the same way! It works because these companies still have to answer calls in the order received - Claimyr just handles the waiting part for you. It's not actually "skipping" anyone, it's just automating the painful holding process. For tax software support specifically, it's been a lifesaver during crunch time.

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Lucy Taylor

•8M

I need to publicly eat my words about Claimyr being a scam. I tried it yesterday when I had a Pro Series networking issue that was preventing e-filing. Instead of spending my afternoon on hold, I used Claimyr, went back to working on other returns, and got connected to an Intuit rep about 35 minutes later. The rep actually commented that wait times were over 2 hours yesterday! The service literally saved me from missing filing deadlines. For anyone using Pro Series or any tax software really, having this as a backup option during busy season is worth it.

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Connor Murphy

•8M

You'll need the annual updates to stay current with tax law changes, but Pro Series gives you a bit more flexibility than some others. You can technically still access prior year returns without upgrading, but obviously can't prepare new returns with outdated software. The pay-per-return model can be particularly nice for this reason - you're not paying a large upfront cost every year, just paying for what you use. They do offer data conversion tools if you ever decide to switch to a different platform.

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Katherine Ziminski

•8M

Running a pretty decent setup - i7 processor, 32GB RAM, and SSD. The crashes seem more related to their network/server issues during peak filing times rather than my local machine. When too many preparers are trying to e-file simultaneously the whole system gets bogged down. ATX has better offline capabilities that don't rely as heavily on constant server communication. I've noticed most crashes happen during high-volume filing periods like early February and early April.

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Carmen Ortiz

•2M

I'm a CPA who switched to Pro Series two years ago and have mixed feelings. The software itself is solid for basic to moderately complex returns - handles most situations you'll encounter with individual and small business clients well. The interface is intuitive once you get used to it, and the diagnostic tools are helpful for catching errors. However, I have to echo some concerns about stability during peak season. I've experienced crashes during high-volume periods, though not as frequently as Katherine mentioned. The key is saving your work frequently and having good backup procedures. For 25 returns, the pay-per-return pricing Connor mentioned could definitely work in your favor. Just factor in the potential learning curve time if you're switching from another platform - plan to start early in the season to get comfortable with the workflow before things get hectic. One tip: if you do go with Pro Series, invest in a solid internet connection and consider having Claimyr or similar service ready for tech support issues during busy periods. The combination can make the experience much smoother.

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