A Comprehensive Review of ProSeries Tax Software
Executive Summary
- ProSeries supports unlimited 1040, 1120, and 1065 returns for high-volume tax professionals [1].
- Batch e-filing, real-time error detection, and QuickBooks integration are core features [1].
- Cloud hosting with Verito delivers 99.999% uptime and SOC 2 Type II certified security [1].
- Firms report downtime reduced from weeks to hours after migrating to Verito’s dedicated hosting [1].
- Flexible pricing and editions make ProSeries accessible for solo preparers and large firms alike [1].
Why Tax Professionals Choose ProSeries in 2025
Tax and accounting professionals face mounting pressure every season: tighter deadlines, evolving compliance standards, and the need to serve clients without interruption. ProSeries by Intuit remains a leading choice for firms that demand accuracy, speed, and reliability in tax preparation software [1]. But as client expectations and regulatory requirements grow, the way you deploy and secure your tax software matters as much as the software itself.
What Sets ProSeries Apart?
ProSeries is purpose-built for professionals who handle a high volume of individual and business returns. Its design focuses on:
- Speed and Precision: Prepare 1040, 1120, and 1065 returns efficiently, even for complex scenarios [1].
- Compliance and Accuracy: Automated error detection and compliance checks help you avoid costly mistakes [1].
- Workflow Automation: Batch e-filing and real-time diagnostics keep your team productive and compliant [1].
- Seamless Integration: Direct QuickBooks integration reduces manual entry and boosts productivity [1].
- Client Management: Built-in tools for organizing client data and generating reports [1].
ProSeries Editions and Pricing: Which Is Right for Your Firm?
ProSeries offers flexible editions to fit the needs of solo preparers and multi-staff firms. Here’s a breakdown of the main options and their features [1][2]:
| Edition | 1040 Returns | Business Returns | States | Users | Best For |
|---|---|---|---|---|---|
| Basic Unlimited | Unlimited | N/A | Unlimited | Multiple | Solo preparers |
| Basic 50 | 50 | N/A | 50 | Multiple | Small practices |
| Basic 20 | 20 | N/A | 20 | Single | Individuals |
| Pay-Per-Return | Per Return | $55/state | Per Return | Multi | Growing firms |
| 1040 Complete | Unlimited | $55/state | Unlimited | Multi | High-volume firms |
| Choice 200 | 200 | 200 | 200 | Multi | Mid-sized firms |
| Power Tax Library | Unlimited | Unlimited | Unlimited | Multi | Large, multi-office |
Key Takeaway: Whether you’re a solo preparer or a multi-location firm, ProSeries has a package that matches your workflow and budget [1][2].
Top Features: How ProSeries Simplifies Tax Season
Smart Tax Preparation
- Supports all major forms and schedules, including 1040, 1120, and 1065 [1].
- Intuitive interface reduces training time for new staff.
Advanced Error Detection
- Real-time diagnostics flag issues before filing, reducing compliance risk [1].
- Automated checks for missing data and calculation errors.
E-Filing and Batch Processing
- Submit multiple returns at once and track their status in a single dashboard [1].
- E-filing tools are updated annually to reflect the latest IRS requirements.
QuickBooks Integration
- Direct data import from QuickBooks eliminates double entry [1].
- Streamlines reconciliation and reporting for accounting clients.
Client Management Tools
- Organize client files, track engagement status, and generate reports from within the platform [1].
- Built-in document management for secure file storage.
Why Host ProSeries in the Cloud?
The Challenge: Downtime, Security, and Compliance
On-premise tax software can expose your firm to downtime, data loss, and compliance headaches. As cyber threats and regulatory scrutiny increase, secure and reliable access to your tax software is non-negotiable.
The Solution: Verito’s Dedicated Cloud Hosting
Verito’s VeritSpace platform delivers dedicated private server hosting for ProSeries and other leading tax applications. Here’s how it addresses the most pressing needs of tax and accounting firms [1]:
- Access from Anywhere: Work securely from any device, any time—ideal for remote and hybrid teams [1].
- 99.999% Uptime: Eliminate downtime with always-on, isolated servers built for peak season performance [1].
- SOC 2 Type II Certified Security: Meet IRS and FTC compliance standards with encrypted backups and multi-factor authentication [1].
- Scalable Performance: Add users or expand storage instantly, with no disruption to your workflow [1].
- 24/7 U.S.-Based Support: Get expert help in minutes, not hours, especially during tax season crunch time [1].
Real-World Results
- Affordable Client Write Up LLC: Reduced downtime from weeks to hours after migrating to Verito’s cloud [1].
- Golden Tax Relief: Recovered from ransomware with same-day cloud migration, resuming operations without data loss [1].
- Hamilton Tax & Accounting: Enabled secure, remote operations across multiple offices, improving client service and staff flexibility [1].
Comparing ProSeries Hosting Options
| Hosting Option | Uptime Guarantee | Security Compliance | Support Availability | Data Isolation | Scalability |
|---|---|---|---|---|---|
| On-Premise | Variable | Firm-dependent | Internal/limited | Shared/local | Hardware-limited |
| Shared Cloud | 99.9% | Varies by provider | Varies | Shared | Moderate |
| VeritSpace Private | 99.999% | SOC 2 Type II, IRS, FTC | 24/7 U.S.-based | Dedicated | On-demand |
Insight: Only dedicated private hosting like VeritSpace delivers the isolation, compliance, and uptime that tax professionals require during peak season [1].
Security and Compliance: What Matters Most for Tax Firms?
Meeting IRS and FTC Standards
Tax and accounting firms must comply with the FTC Safeguards Rule, IRS Publication 4557, and other regulations that require robust data protection. Verito’s infrastructure is purpose-built to meet these standards, with:
- Multi-layered security: Physical, network, and application-level protections [1].
- Encryption: Data is encrypted at rest and in transit, reducing risk of breach [1].
- Regular audits: SOC 2 Type II certification and ongoing compliance monitoring [1].
Proactive IT Management
VeritGuard, Verito’s managed IT service, provides:
- 24/7 threat monitoring and patch management
- Rapid issue resolution—often in minutes
- Built-in compliance tools and reporting
This proactive approach means your firm can focus on client work, not IT troubleshooting [1].
Frequently Asked Questions
Is ProSeries the best tax software for my firm?
ProSeries is a top choice for firms that need to process a high volume of returns, require advanced error detection, and value integration with QuickBooks [1][3][4]. Its flexible editions and robust feature set make it suitable for both solo preparers and large, multi-staff practices [1][2].
How does cloud hosting improve ProSeries performance?
Cloud hosting with Verito delivers unmatched uptime, security, and scalability. You can access your software from anywhere, expand resources instantly, and meet compliance requirements without managing hardware or IT in-house [1].
What compliance standards does Verito meet?
Verito’s infrastructure is SOC 2 Type II certified and designed to help firms comply with the FTC Safeguards Rule, IRS Publication 4557, and other industry regulations [1].
Key Takeaways
- ProSeries remains a leading tax software for professionals who value speed, accuracy, and compliance [1].
- Cloud hosting with Verito eliminates downtime, enhances security, and simplifies compliance for tax and accounting firms [1].
- Flexible ProSeries editions and pricing ensure a fit for every firm size and workflow [1][2].
- Dedicated private hosting and managed IT services from Verito deliver peace of mind during peak season and beyond [1].
Ready to Upgrade Your Tax Software Hosting?
If you want to reduce downtime, meet compliance standards, and offload IT headaches, Verito’s dedicated hosting and managed IT services are built for you. Schedule a demo or contact our team to see how VeritSpace and VeritGuard can help your firm focus on what matters most: serving your clients.
It just works. Securely.
Published: May 28, 2025 | Last Updated: May 28, 2025
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