Proseries vs proconnect Mar 7, 2019 · In this episode, Tony talks to Marc Berger, CPA of McGinnis & Berger, Certified Public Accountants in Wimberly, Texas. Are there any softwares out there that have similar input screens that are intuitive, but more robust functionality? Did a demo for Lacerte, have used ProSeries in the past, and was Training my team on the new software Being able to streamline processes (generate client checklists, simplifying reviews) Simplifying prep (multi state is currently painful with our software, scan and import capabilities seem really valuable) Why should we pay $12k for UT vs $3k for Proseries Pro? SmartVault is the only fully integrated Document Management System (DMS) for Lacerte, ProConnect, Quickbook, and ProSeries, automating tax workflows from prep to delivery to make your firm more secure, compliant, and efficient. They’re like 85% the same thing and made by the same company, just one is web based vs program based. It also has a K-1 package and a tax planner with the ability to project multiple case Form 1040, Schedule A - Itemized Deductionsis used to calculate the itemized deductions. Lacerte and ProSeries are desktop software options, but they do offer a hosting option for firms that want to take their desktop software to the cloud. ⚡ Up to 70 % off electronics on Amazon — updated daily https://amzn. Discover the professional tax software for tax preparers that helps you deliver the best financial outcomes for your clients. Before you start:If you need to install the network version of ProS Only one state return can be sent as a piggyback return. ProSeries so that you can pick the right tax preparation and filing software for your tax firm. by Intuit• Updated 7 months ago You can use the depreciation Direct Input screens to generate Form 4562 with depreciation amounts maintained outside of ProConnect Tax. What’s the difference between Intuit ProSeries Tax, ProConnect Tax, and TaxWise? Compare Intuit ProSeries Tax vs. Welcome to Intuit ProConnect ProSeries® We are honored that you chose ProSeries — the software trusted by more tax professionals than any other — to help you file returns faster and easier this season. 1345 for more information. I want to make the switch from PC to Lacerte but it’s near impossible to beat the PPR pricing ProConnect has. See Using the TSJ Indicators for details. Refer to the following information to help with questions about the Schedule M-1, M3 screen in Intuit ProConnect: You can choose to enroll for Pay-by-Refund at your convenience, either through your My Account login or within your software (ProSeries, Lacerte, or ProConnect). To split the MFJ return in ProSeries Professional: Open the Married Filing Jointly return. Compare Drake Tax vs. UltraTax CS is a Thomson Sep 22, 2025 · Explore the top US tax software options for accounting firms in 2025. This is certainly true for both Lacerte / Proconnect and Quickbooks / QB online. If the federal return has already been accepted, the state return can only be sent from the same client file, on the same workstation, where the federal return was e-filed. Compare CCH Tax and Intuit ProSeries Tax head-to-head across pricing, user satisfaction, and features, using data from actual users. Even a “discount” at $54 a return is outrageous… proconnect users are getting hosed! I do anywhere from 200-300 returns a season and I left ATX because my renewal was $2,100 but Drake is offering $1,700 for new customers with a TON of extras. These products vary not only in such basic features as how tax return data is input and displayed but also in their adaptability to the myriad variations in tax clients ProConnect Tax Online pricing gives tax professionals a simple structure free from sticker shock: No contracts, no hidden fees, everything included. Jun 3, 2019 · Intuit offers 3 professional products. This article will help you understand the differences between Intuit Tax Advisor and the ProConnect Tax and Lacerte Tax Planners. I went from ProSeries -> Proconnect with about 5-600 returns. ProConnect Tax using this comparison chart. These amounts are extracted during the conversion & placed into the prior year summary screen. ProConnect Tax vs. Compare Intuit ProSeries Tax and UltraTax CS head-to-head across pricing, user satisfaction, and features, using data from actual users. Returns are on "sale" right now for $43. I am thinking of downgrading to Pro Series to save a bunch after seeing my for quote Lacerte. TurboTax Business vs. Compare Intuit ProConnect Tax and UltraTax CS head-to-head across pricing, user satisfaction, and features, using data from actual users. ProSeries Fixed Asset Manager using this comparison chart. What’s the difference between Intuit ProSeries Tax, ProConnect Tax, and Tax Planner Pro? Compare Intuit ProSeries Tax vs. Apr 22, 2025 · ProConnect now offers a couple of discounted bundles that make ProConnect competitively priced for small firms. Oct 12, 2025 · Drake Tax vs ProSeries Tax - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Before you start:If you need to install the network version of ProS I’m slowly liking proseries more, but they also have fees, one I currently use, but you can buy out the fees, which crosslink doesn’t let you do, and if you pay for the right network you can use it anywhere, should you open several locations. Compare features of Drake, UltraTax CS, ProConnect, and more to support your workflow. Follow the instructions for applicable tax type below. If i had a better mind i would leave Intuit altogether but can anyone speak to the material difference between PS and Lacerte? I do about 900 returns a year with 7 users, almost all individual. If the taxpayer and spouse did not live together, check the Check this box if taxpayer did not live Drake vs ProSeries vs ProConnect vs CrossLink: Which Tax Preparer Software Is Best? Thinking of buying tax preparer software for your office? Is Drake better Tax Software Comparison Drake Tax vs Proconnect vs Proseries vs Lacerte vs CCH Tax [2025] start tax Not So Boring CPA 3. Xero using this comparison chart. I've been using Intuit ProConnect for 5 tax seasons now, and have received my pre-order invoice for 2021. A community for Redditors who are tax professionals to discuss professional development, firm procedures, news, policy, software, AICPA/IRS changes, news/updates about law relating to any tax - U. 95. If you need more they will be the "regular" price in place at the time That’s fair I think. Jan 17, 2024 · If you are going from Lacerte to ProConnect, it is an easy transition. Refer to IRS Pub. Find out which software is best for your business in 2025. Using ProConnect I can import most forms and ' Sep 1, 2022 · Lacerte and ProSeries users liked those products’ learning curve more than did users of other products, at 16. It's not assigned by any taxing agency, but rather self-selected. Type MFJ and press Enter to open the MFJ vs MFS Worksheet. It was a great switch for me, even though I loved ProSeries I love Proconnect even more especially being cloud based. You can create a new Client Organizer, transfer the information into a client organizer from a prior year Form 1040 return, or transfer client data files that were converted from another tax software solution. Compare Intuit ProSeries Tax vs. When the return is proforma’d to the following tax year, these amounts get copied over to allow an accurate two year comparison. products, while ATX, CCH Axcess Tax, and CCH ProSystem fx are Wolters Kluwer products. It is a totally different animal from ProSeries. Overall though, Lacerte is more robust, has better diagnostics, can actually do a basis Use Intuit’s professional tax software comparison chart to help you find the perfect tax solution for your firm. Thanks More like this How to set a community property state for the MFJ/MFS worksheet in Lacerte by Intuit Common questions about entering Form 8958 income for community property allocation in ProConnect Tax by Intuit Using the MFJ vs MFS Comparison Worksheet in ProSeries Professional by Intuit How to split a Married Filing Jointly return in Lacerte Compare CCH Axcess Tax vs. * Compare Intuit ProSeries Tax vs. Oct 6, 2021 · Has anyone done the legwork as to why Proseries is worth $5,309 for the LITE version over Drake's $1,625 Unlimited Version? Compare Intuit Lacerte Tax and Intuit ProConnect Tax head-to-head across pricing, user satisfaction, and features, using data from actual users. Select the Help button to read how ProSeries assigns data to the taxpayer and Sep 28, 2020 · Can anyone comment on what your liked or disliked about ultratax compare to lacerte or proseries. Thinking about moving our office structure to virtual. There are three ways to create a client organizer in ProSeries. Compare ProSeries Tax and Intuit ProConnect Tax based on features, pricing, verified reviews, integrations & more on GetApp. Make sure TSJ (Taxpayer/Spouse/Joint) indicators are turned on in ProSeries Professional. Vertex in 2025 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. For straight forward returns I agree ProConnect would be great, the only thing I miss from it that I had in Lacerte was being able to split screen. Type MFJ and press Enter to open the MFJ vs MFS Comparision Worksheet. The Proconnect 1040 essentials package is a great value if it fits your mix of returns and you need only one user. I use Lacerte for my work with a local firm and I use ProSeries Professional pay per return for returns I do myself. Is there a difference between proconnect and proseries? We use proseries and overall I think it's pretty good Reply reply BruhThatIsCrazy • I read that proconnect and proseries are actually pretty different, as proconnect is based off of the Lacerte engine but both are different than proseries Reply reply coldshowerss • Tax professionals can choose the Intuit ProSeries pricing plan that works best for them: Unlimited business and individual bundles or pay-as-you-go plans. Compare Intuit ProConnect Tax vs. ProConnect: Some experience with it based on graduate class tax return projects. But for one 1099, purchasing the addon wouldn't be worth it. Oct 12, 2025 · Unsure of what to choose? Check Capterra to compare ProSeries Tax and Lacerte Tax based on pricing, features, product details, and verified reviews. I use Proseries Basic for most individual returns because the bundled pricing is really good. Intuit ProConnect is the exclusive pro tax software with built-in tax advisory insights, seamless QuickBooks Online Accountant integration, and an AI-powered workflow that helps automate compliance. It can be any 5-digit number other than all 9's or all 0's. So, don't expect database functionality or even return packaging you take for granted in ProSeries. Jan 2, 2025 · This blog is designed to help you understand the essential differences between ProConnect and ProSeries and make an informed decision for your business. ProSeries pay-per-return license supports both individual and business forms with network functionality for multi-user access. What’s the difference between Intuit ProSeries Tax, ProConnect Tax, and Vertex? Compare Intuit ProSeries Tax vs. My old firm did 2k+ returns a year and proseries standalone with 6 licenses and unlimited returns cost about 8k. Before increasing your pay-per-return account, make sure that you're in the correct tax With the #1 Professional Tax Software4 you can gain productivity with full flexibility to pay for only what you need. My interest is in the ease of data entry and ability to clearly view the data input on the forms themselves. For what it's worth, a friend's small firm (~280 returns, plus a law practice) used ProSeries for several years, switched over to Drake last year because it was cheaper, and they're switching back to ProSeries to do 2019 returns. We would like to show you a description here but the site won’t allow us. Generating the MFJ vs MFS Comparison Worksheet Complete the MFJ return using the TSJ indicators to assign entries to the taxpayer, spouse or jointly. Feb 26, 2021 · Intuit Accountants Community ProSeries Tax ProSeries Tax Discussions Which Option do I select - Self-Prepared or Non-Paid Preparer Sign In / Sign Up More like this Entering stock transactions for Form 8949 or Schedule D in ProConnect Tax by Intuit Entering a home sale exclusion in ProSeries by Intuit Attach a summary to the Schedule D and Form 8949 in ProSeries by Intuit Printing all assets on Form 8949 in Lacerte by Intuit A two year summary is completed by the conversion using amounts that were filed on the tax return. ; (3) UltraTax CS is a Thomson Reuters product; and (4) Drake Tax is by Drake Software. TaxWise in 2025 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. Proconnect discounts based on amount of returns. Nov 2, 2025 · Check Capterra to compare ProSeries Tax and Intuit ProConnect Tax based on pricing, features, product details, and verified reviews. I recently switched from Proseries to Lacerte as I was able to get Lacerte 500 for a price not much more than Proseries after all of the pay per return fees for other states. I'm on my own currently and pay about 60 per return on proconnect online but I only have about 130 clients. Only one state return can be sent as a piggyback return. TaxSlayer Pro in 2025 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. Berger’s firm has two locations, about How to enter your ERO PIN: An Electronic Return Originator (ERO) PIN is a numeric representation of the preparer's signature used on Form 8879. Use Intuit’s professional tax software comparison chart to help you find the perfect tax solution for your firm. This article will assist you with understanding how ProConnect Tax optimizes between the following credits and deduction:The Lifetime Learning CreditThe America Compare Intuit ProSeries Tax vs. 98 vs regular price of $83. Intuit ProSeries Vs Intuit ProConnect Tax Online : In-Depth Comparison Not sure if Intuit ProSeries, or Intuit ProConnect Tax Online is the better choice for your needs? No problem! 6sense comparison helps you make the best decision. ProConnect is the cloud-based tax software suited for accountants. What’s the difference between Intuit ProSeries Tax, Lacerte, ProConnect Tax, and SafeSend? Compare Intuit ProSeries Tax vs. Oct 15, 2020 · We have been using ProSeries (professional-network version) for many years. With TrustRadius, learn about Proconnect Tax Online. com What’s the difference between Intuit ProSeries Tax and ProConnect Tax? Compare Intuit ProSeries Tax vs. The same desktop software you trust, plus the added flexibility, security, and peace of mind that comes with cloud-based software. Aug 1, 2022 · The survey allowed respondents to select among 13 listed products and to write in others. 5% liking it, respectively. GetApp provides a side-by-side comparison with details on software price, features and reviews. Users of CCH Axcess Tax and UltraTax CS were noticeably more satisfied with those products’ integration with other software than other products’ users, at 20. In addition to ProSeries and Lacerte, we also have ProConnect Tax Online, a cloud-based solution for the professional tax preparer. For more information, see here Before you start You may increase your Pay-Per-Return balance for current and prior years through the program. Choose the instructions below that best describes your office setup: Peer-to-peer network installation: is Plus, I’ll share insights on the differences between popular software options like ProConnect and Drake, and help you make an informed decision based on your unique needs. The scenarios input in the What-If Worksheet don't flow back to the current year's tax return. Check the Check this box to calculate form checkbox. Beginning in 2025 (TY24), Intuit Tax Advisor will be included with Lacerte and ProConnect Tax with Advanced User access permissions. Trying to decide between ProSeries Tax and ProConnect Tax? Both are industry-leading solutions, but which one is the best fit for your business? In this detailed comparison, we evaluate their features, pricing, ease of use, and customer support to help you make an informed choice. ProConnect Tax is a very capable tax software since it is drive by Lacerte's engine. SafeSend in 2024 by cost, reviews, features, integrations, and more Looking for the best cloud-based tax software? Try ProConnect Tax, the #1 web-based professional tax software, for free today. TurboTax Business using this comparison chart. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. There are a couple things I like better about Proseries such as the ease of finding certain forms and it seems to run a bit faster. Looking to leave Drake as the non-existent batch extensions, the constant toggling between data entry and view mode, and the quirky multi state issues are just too much of a time sink to deal with any longer. Compare ProConnect Tax vs. 15K subscribers No views 52 seconds ago #draketaxsoftware #proconnect # Compare ProSeries Basic vs ProSeries Professional and find the right fit for your firm. Ultratax: I have experience A desktop application is almost always better than the cloud version of the same application, except for the specific benefits of being in the cloud. 2% and 16. As long as proconnect is an Intuit product they’ll gouge people. Dec 7, 2019 · Is there a big difference in professional vs. Feb 26, 2021 · Intuit Accountants Community ProSeries Tax ProSeries Tax Discussions Which Option do I select - Self-Prepared or Non-Paid Preparer Sign In / Sign Up More like this Entering stock transactions for Form 8949 or Schedule D in ProConnect Tax by Intuit Entering a home sale exclusion in ProSeries by Intuit Attach a summary to the Schedule D and Form 8949 in ProSeries by Intuit Printing all assets on Form 8949 in Lacerte by Intuit Beginning November 11th, ProSeries will limit the tax years where PPR refunds are available. Refer to the chart below for the fees associated with each return type. Are we better staying with ProSeries and go to hosting in the cloud, or switching to ProConnect Tax? Very reluctant to switch, but want to do what works best for us. I would buy 10 1040's and 10 others at a cost of $1,157 and then PPR if I scale up. If you buy 20 returns now, they 20 credits expire at the end of the year and there is no rollover. Use G2 user reviews and insights to make the right choice for your business. Sign in to access your Intuit ProSeries account for tax preparation and management. basic Proseries? I'm thinking of switching to Professional but not sure if it's worth it. Tax Planner Pro in 2025 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. Press F6 to bring up Open Forms. See here to learn more. ProSeries Basic doesn't split a Married Filing Jointly return. When you enter itemized deductions on the Schedule A, ProSeries will compare the Itemized Deduction to the Standard Deduction and take whichever gives the taxpayer the best tax benefit. No one at Intuit can actually speak to the differences between the two. ProSeries Professional supports two types of network installation. ProConnect Tax in 2025 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. For assistance with mapping network drives, review information on the Microsoft support site. Partnership S-Corporate This article will help you install ProSeries Professional or ProSeries Basic as a standalone. Going back and forth between input and forms is relatively cumbersome in ProConnect hopefully I just don't know where the button is. Lacerte is definitely a way better product, but interestingly, Proseries has a few features that are actually an improvement but yes it is forms based. But going from ProSeries to ProConnect means a big learning curve. Complete both the federal and state return using the TSJ indicators. Take a look at categories where Intuit ProSeries and Intuit ProConnect Tax Online compete, current customers, market share, category ranking. My quote from ultra tax is almost 5k less than lacerte. It provides powerful features, such as missing data review and document management, and is priced on a pay-per-return basis with no annual fee. Aug 15, 2024 · The seven “major” products are produced by four companies: (1) ATX, CCH Axcess Tax, and CCH ProSystem fx are products of Wolters Kluwer; (2) Lacerte and ProSeries are by Intuit Inc. Only follow these steps if the state lets a different filing status. Use these comparison charts to find the key differences between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax: Ask questions, get answers, and join our large community of Intuit Accountants users. Lowest cost at $1,970 for unlimited returns. Find out which one is best for your organization. Intuit ProSeries Tax vs. Lacerte or properties desktop would be a lot cheaper methinks. 15K subscribers No views 52 seconds ago #draketaxsoftware #proconnect # Tax Software Comparison Drake Tax vs Proconnect vs Proseries vs Lacerte vs CCH Tax [2025] start tax Not So Boring CPA 3. by Intuit•Updated2 years ago The Schedules M-1 and M-3 are used to reconcile book and tax income. Aug 1, 2023 · The software that CPA tax preparers use to prepare clients’ income tax returns is one of their most important professional tools. If you used mapped drives in prior years, you should continue to use the same mapped drive with the new version of ProSeries. Compare ProSeries Tax vs ProConnect Tax for South African businesses. If you're comparing Married Filing Jointly with Married Filing Separately in ProSeries Professional, see Using the MFJ vs MFS Comparison Worksheet in ProSeries Professional for the automated worksheet. If the federal return is rejected, the state return will also be rejected. I'm currently between 3 tax software options: Drake, Ultratax, and Proconnect. Intuit ProSeries Tax by features, pricing, usability, and performance. Jan 10, 2022 · Try ProConnect - You can sign in at and create a return and do everything EXCEPT print or e-file for free. 7%, respectively. How do I take the standard mileage rate for a depreciable vehicle for a partnership or S corporation? Calculate the allowable standard mileage deduction outside of ProConnect Tax. I hate the disconnect between ProConnect and Lacerte’s pricing for anyone who isn’t high volume. Then, select your tax type below for instructions on where to enter the amount. Both ProSeries and Lacerte are tax-preparation software packages designed for professional tax preparers. by Intuit•20•Updated3 weeks ago This article will help you generate a married filing joint versus married filing separately comparison worksheet, and split an existing MFJ return into two MFS returns. What’s the difference between Drake Tax, Intuit ProSeries Tax, and ProConnect Tax? Compare Drake Tax vs. Drake: This was originally my first choice. The integration with QBO is a plus. So, don't expect database functionality or even return packaging you take for granted in Oct 23, 2020 · The biggest difference would be adjusting to an input-sheet-driven program since ProSeries is largely form-based. Lacerte vs. Here's my history of per-return pricing. 6% and 21. S. However, it lags far behind both ProSeries and Lacerte when it comes to features. UltraTax CS in 2023 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. Those used by the greatest percentages of respondents were: Lacerte and ProSeries are Intuit Inc. 2 days ago · ProSeries Tax 2025 Is Now Live for all customers!* Customers who have renew What’s the difference between ATX, Intuit ProSeries Tax, ProConnect Tax, and UltraTax CS? Compare ATX vs. Intuit’s professional tax software lineup, which includes ProConnect Tax, ProSeries, and Lacerte, is built for licensed tax professionals with a valid Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN). For more difficult and non-1040, I simply use Proseries Professional on a pay-per-return basis. It also has a K-1 package and a tax planner with the ability to project multiple case by Intuit•1•Updated2 years ago This article will assist you with entering penalties paid by a corporation or S-corporation, such as payroll penalties or late filing penalties. What’s the difference between Intuit ProSeries Tax and TaxSlayer Pro? Compare Intuit ProSeries Tax vs. Still uncertain Feb 11, 2025 · Explore Lacerte vs. Jun 28, 2025 · Hi, I've been using ProConnect the past two years and curious if anyone switched between the two products of ProConnect [PC] and ProSeries [PS]. It's a relatively HUGE jump this year. to/499SHzU ️ Traveling? Find the best deals on flights & hotels https://theslopfarm. Nov 28, 2024 · ProConnect Tax Online, a personal favorite for cloud-based professional tax preparation software, is particularly useful for firms using QuickBooks Online Accountant. Sales Tax DataLINK in 2024 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. . and International, Federal, State, or local. TaxWise using this comparison chart. As far as 1099s go, none of the tax softwares create 1099s, but they have addons that you can purchase to do that. Before you start: Most states require the state return to use the same filing status as the federal return. With details to help you compare pricing plans, explore costs, discover free options, & so much more. Compare Intuit Lacerte Tax and Intuit ProSeries Tax head-to-head across pricing, user satisfaction, and features, using data from actual users. Apr 18, 2022 · Proconnect all the way!!The biggest difference would be adjusting to an input-sheet-driven program since ProSeries is largely form-based. nuaoq pthm vzzcfr npgnmz vacria dcm lpty dzlvge tdiawa zycd bdtvu urvh ppndzhbc lqrus zquc