{"id":5259,"date":"2026-01-22T12:07:10","date_gmt":"2026-01-22T17:07:10","guid":{"rendered":"https:\/\/verito.com\/blog\/?p=5259"},"modified":"2026-06-01T16:06:10","modified_gmt":"2026-06-01T20:06:10","slug":"proseries-tax-software","status":"publish","type":"post","link":"https:\/\/verito.com\/blog\/proseries-tax-software\/","title":{"rendered":"What Is ProSeries Tax Software, and What Does It Cost in 2026?"},"content":{"rendered":"\n<p><em>By Camren Majors, CRO, Verito \u00b7 Updated June 2026<\/em><\/p>\n\n\n\n<p><strong>ProSeries is Intuit&#8217;s desktop professional tax software, sold as an annual license in two lines: ProSeries Basic for 1040-focused practices and ProSeries Professional for firms that also file business returns. Pricing is driven by your return volume and whether you choose a bundle or pay-per-return, so exact cost varies. Confirm current pricing with Intuit.<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Key takeaways<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ProSeries is Intuit&#8217;s desktop tax software, sold in two lines: Basic (1040-focused) and Professional (adds business returns).<\/li>\n\n\n\n<li>Packages include Basic 20, Basic 50, Basic Unlimited, Pay-Per-Return, 1040 Complete, Choice 200, and Power Tax Library.<\/li>\n\n\n\n<li>Price is driven by return volume and bundle versus pay-per-return, not a single list price; confirm with Intuit.<\/li>\n\n\n\n<li>It needs Windows, 8 GB RAM minimum (16 GB recommended), an SSD, and a 64-bit OS to run well.<\/li>\n\n\n\n<li>ProSeries is desktop software; host it on a private cloud server for secure remote access.<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-proseries-tax-software\"><span id=\"what-is-proseries-tax-software\">What Is ProSeries Tax Software?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries is Intuit&#8217;s desktop professional tax software for accountants, enrolled agents, and preparers, not a consumer tool like TurboTax. It is forms-based, with real-time calculations and built-in error checks. ProSeries Basic covers individual 1040 returns, while ProSeries Professional adds business and fiduciary forms like 1120, 1120-S, 1065, and 1041.<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/accountants.intuit.com\/tax-software\/proseries\/\" target=\"_blank\" rel=\"nofollow\" >ProSeries<\/a> has been a mainstay for years, especially for firms that live on high-volume 1040 work with a steady mix of business returns. Intuit reports that the Power Tax Library configuration supports more than 3,700 forms and schedules, and the platform ships with over 1,000 built-in diagnostics that flag errors before you file.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-who-is-proseries-best-for\"><span id=\"who-is-proseries-best-for\">Who Is ProSeries Best For?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries fits solo to mid-sized firms (one to fifty people) that file a high volume of 1040 returns plus a steady mix of common business entities. Its forms-based interface mirrors IRS documents, so preparers ramp quickly. It is a weaker fit for highly complex, niche, or international work, where <a href=\"https:\/\/verito.com\/hosting\/lacerte\/\" target=\"_blank\" rel=\"dofollow\" >Lacerte<\/a> or <a href=\"https:\/\/verito.com\/hosting\/ultratax\/\" target=\"_blank\" rel=\"dofollow\" >UltraTax<\/a> often fit better.<\/strong><\/p>\n\n\n\n<p>The clearest fits are 1040-heavy local practices, small CPA firms with steady 1120-S, 1065, and 1041 work, and growing multi-preparer firms (paired with solid hosting). The weaker fits are highly complex advisory firms and extremely price-sensitive volume shops, where a higher-tier suite or a cheaper platform may win.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-are-the-proseries-versions-and-packages\"><span id=\"what-are-the-proseries-versions-and-packages\">What Are the ProSeries Versions and Packages?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries comes in two lines, Basic and Professional, packaged into seven plans. Basic 20, Basic 50, and Basic Unlimited scale by 1040 volume. Professional offers Pay-Per-Return, 1040 Complete (unlimited 1040s, business returns pay-per-return), Choice 200 (a mid-tier allowance), and Power Tax Library (effectively unlimited across major forms). Each is just a different mix of volume and licensing.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>ProSeries plan<\/th><th>1040 volume<\/th><th>Licensing model<\/th><th>Typical firm<\/th><\/tr><\/thead><tbody><tr><td>Basic 20<\/td><td>~20 1040s<\/td><td>Capped tier<\/td><td>Solo or side practice<\/td><\/tr><tr><td>Basic 50<\/td><td>~50 1040s<\/td><td>Capped tier<\/td><td>Small, growing 1040 shop<\/td><\/tr><tr><td>Basic Unlimited<\/td><td>Unlimited 1040<\/td><td>Fixed tier<\/td><td>1040-centric small firm<\/td><\/tr><tr><td>Professional PPR<\/td><td>Low to moderate<\/td><td>Pay as you go per return<\/td><td>Mixed entities, moderate volume<\/td><\/tr><tr><td>1040 Complete<\/td><td>High 1040<\/td><td>Unlimited 1040, business on PPR<\/td><td>1040-heavy firms with some business<\/td><\/tr><tr><td>Choice 200<\/td><td>Moderate to high<\/td><td>Mid-tier bundle with allowance<\/td><td>Balanced individual and business<\/td><\/tr><tr><td>Power Tax Library<\/td><td>High across all<\/td><td>Effectively unlimited<\/td><td>Multi-preparer, high-volume firms<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Even on a Basic license, you can prepare the occasional 1120-S or 1065 through the Professional environment on a pay-per-return basis.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-much-does-proseries-cost-in-2026\"><span id=\"how-much-does-proseries-cost-in-2026\">How Much Does ProSeries Cost in 2026?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries is an annual license, and Intuit changes list prices, promotions, and bundles each year, so there is no single fixed price. Cost is driven by your 1040 volume, your business-return volume, the number of preparers, when you renew, and any add-ons. Model last season&#8217;s actual return counts, then confirm current pricing directly with Intuit.<\/strong><\/p>\n\n\n\n<p>One thing to budget for: a ProSeries quote covers the software only. It does not include server hardware, Windows Server licensing, backups, security tooling, secure remote access, cloud hosting fees, or day-to-day <a class=\"wpil_keyword_link\" href=\"http:\/\/verito.com\/it-support-for-accounting-firms\" target=\"_blank\" rel=\"dofollow noopener\" title=\"IT support\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"1263\">IT support<\/a>. For a small firm, those line items often match or exceed the license cost itself, which is why hosting becomes part of the real ProSeries budget.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-are-proseries-system-requirements\"><span id=\"what-are-proseries-system-requirements\">What Are ProSeries&#8217; System Requirements?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries needs a 64-bit version of Windows (Windows 11 preferred on desktops), a modern multi-core processor, at least 8 GB of RAM with 16 GB or more recommended on servers, SSD storage, and a reliable high-speed internet connection. Underpowered machines are the top cause of slow recalculations and freezing once several returns are open.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Component<\/th><th>Recommendation<\/th><\/tr><\/thead><tbody><tr><td>Operating system<\/td><td>64-bit Windows (Windows 11 on desktops)<\/td><\/tr><tr><td>Processor<\/td><td>Modern multi-core CPU<\/td><\/tr><tr><td>RAM<\/td><td>8 GB minimum, 16 GB or more on servers<\/td><\/tr><tr><td>Storage<\/td><td>SSD<\/td><\/tr><tr><td>Internet<\/td><td>Reliable high-speed connection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Treat 8 GB as a floor, not a target. Larger client files and multi-user setups justify 16 GB or more, and SSDs directly affect how fast returns open and save.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-proseries-desktop-vs-proseries-in-the-cloud-what-is-the-difference\"><span id=\"proseries-desktop-vs-proseries-in-the-cloud-what-is-the-difference\">ProSeries Desktop vs ProSeries in the Cloud: What Is the Difference?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries is desktop software. Run it on office workstations or a local server, and remote access is added on through a VPN, with uptime tied to one building. Host it on dedicated cloud servers instead, and the same ProSeries runs in a data center your team reaches by secure remote desktop, with backups and security handled for you.<\/strong><\/p>\n\n\n\n<p>Hosting does not change the software, only where it runs. The wins are anywhere access without fragile VPNs, performance sized to your workload rather than whatever desktops were on sale, data-center resilience, and far easier enforcement of MFA, access control, and <a href=\"https:\/\/verito.com\/managed-backup-services\/\" target=\"_blank\" rel=\"dofollow\" >encrypted backups<\/a>. That last point is what makes hosting the simplest path to <a href=\"https:\/\/verito.com\/irs-pub-4557\/\" target=\"_blank\" rel=\"dofollow\" >IRS Publication 4557<\/a> and FTC Safeguards alignment.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-proseries-compare-to-lacerte-drake-and-ultratax\"><span id=\"how-does-proseries-compare-to-lacerte-drake-and-ultratax\">How Does ProSeries Compare to Lacerte, Drake, and UltraTax?<\/span><\/h2>\n\n\n\n<p><strong>All four prepare and e-file returns; the difference is fit. ProSeries sits mid-range on price and complexity, strong for 1040 volume with a solid entity mix. Lacerte goes deeper for complex entities but costs more. Drake is usually cheaper and fast for power users. UltraTax fits firms invested in the Thomson Reuters CS suite.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Product<\/th><th>Best-fit firm<\/th><th>Cost position<\/th><th>Stands out for<\/th><\/tr><\/thead><tbody><tr><td>Intuit ProSeries<\/td><td>Small to mid-sized, 1040-heavy with entity mix<\/td><td>Mid-range<\/td><td>1040 throughput, broad forms<\/td><\/tr><tr><td>Intuit Lacerte<\/td><td>Mid to larger, complex entity work<\/td><td>Higher<\/td><td>Complex entities, advanced calculations<\/td><\/tr><tr><td>Drake Tax<\/td><td>Cost-sensitive, high-volume firms<\/td><td>Lower<\/td><td>Price-to-capability, speed for power users<\/td><\/tr><tr><td>UltraTax CS<\/td><td>Firms in the Thomson Reuters CS Professional Suite<\/td><td>Upper tier<\/td><td>Integration with CS practice tools<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>For most one to fifty-person firms, the real decision is not switching engines but running ProSeries on better infrastructure. Changing software disrupts training and review processes, so most firms stay with ProSeries unless they have clearly outgrown it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-is-proseries-the-same-as-turbotax\"><span id=\"is-proseries-the-same-as-turbotax\">Is ProSeries the Same as TurboTax?<\/span><\/h2>\n\n\n\n<p><strong>No. ProSeries is Intuit&#8217;s professional tax software for paid preparers, accountants, and enrolled agents. TurboTax is Intuit&#8217;s consumer product for individuals filing their own returns. They share an owner, not a platform. ProSeries handles forms-based professional workflows, e-file for many clients, business entities, and preparer tools that TurboTax does not include.<\/strong><\/p>\n\n\n\n<p>If you file returns for clients and charge for it, ProSeries is the relevant product. TurboTax is built for a single household filing once a year.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-can-you-run-proseries-on-a-mac\"><span id=\"can-you-run-proseries-on-a-mac\">Can You Run ProSeries on a Mac?<\/span><\/h2>\n\n\n\n<p><strong>ProSeries is Windows-only desktop software, so it does not install natively on macOS. Mac-based preparers run it by hosting ProSeries on a private cloud server and connecting through secure remote desktop. The software runs on the server, so a Mac, tablet, or browser works the same as a Windows PC, with no second machine needed in the office.<\/strong><\/p>\n\n\n\n<p>This is one of the most common reasons Mac firms host ProSeries. You keep the software your team knows and reach it from the hardware you already own.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-host-proseries-on-a-private-cloud-server\"><span id=\"why-host-proseries-on-a-private-cloud-server\">Why Host ProSeries on a Private Cloud Server?<\/span><\/h2>\n\n\n\n<p><strong>Hosting fixes the problems desktop ProSeries creates as a firm grows: it frees staff from one machine, and it shifts backups, patching, and security off your plate. On a dedicated private server, ProSeries runs faster than on aging desktops, with MFA, encryption, and compliance aligned to IRS 4557 and the FTC Safeguards Rule, all managed for you.<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/verito.com\/hosting\/proseries\/\" target=\"_blank\" rel=\"dofollow\" >Verito<\/a> hosts ProSeries on <a href=\"https:\/\/verito.com\/hosting\/dedicated-private-servers\/\" target=\"_blank\" rel=\"dofollow\" >dedicated private servers<\/a> tuned for tax software, with 35% faster load times than shared hosting, 100% uptime since 2016, and <a href=\"https:\/\/verito.com\/it-support-for-accounting-firms\/\" target=\"_blank\" rel=\"dofollow\" >a real person on support<\/a> in under 60 seconds. You get <a href=\"https:\/\/verito.com\/written-information-security-plan\/\" target=\"_blank\" rel=\"dofollow\" >AES-256 encryption<\/a>, MFA, and SOC 2 Type II data centers, plus a 15-day free trial and a 30-day money-back guarantee. Migration is white-glove, usually done in 24 to 48 hours with no downtime. <a href=\"https:\/\/verito.com\/hosting\/pricing\/\" target=\"_blank\" rel=\"dofollow\" >See hosting plans from $69\/user<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"By Camren Majors, CRO, Verito \u00b7 Updated June 2026 ProSeries is Intuit&#8217;s desktop professional tax software, sold as&hellip;\n","protected":false},"author":12,"featured_media":5260,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[29],"tags":[521,559,240,558,241,385,557,354,293,15],"class_list":{"0":"post-5259","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tax-software-hosting","8":"tag-cloud-hosting-for-tax-software","9":"tag-cpa-firm-it","10":"tag-ftc-safeguards-compliance","11":"tag-intuit-proseries","12":"tag-irs-publication-4557","13":"tag-managed-it-for-accountants","14":"tag-proseries","15":"tag-proseries-hosting","16":"tag-tax-software","17":"tag-verito"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What Is ProSeries Tax Software, and What Does It Cost in 2026?<\/title>\n<meta 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Majors","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/77bfceda618286bd3464259eedc244dda94e71f2d7782a878cb75fd25c966426?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/77bfceda618286bd3464259eedc244dda94e71f2d7782a878cb75fd25c966426?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/77bfceda618286bd3464259eedc244dda94e71f2d7782a878cb75fd25c966426?s=96&d=mm&r=g","caption":"Camren Majors"},"description":"Camren Majors is co-founder and Chief Revenue Officer of Verito Technologies, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He is the co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm (2026). His work has been featured in NATP TAXPRO Magazine and he has presented for NATP, NAEA, and NSA."}]}},"_links":{"self":[{"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/posts\/5259","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/comments?post=5259"}],"version-history":[{"count":8,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/posts\/5259\/revisions"}],"predecessor-version":[{"id":6808,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/posts\/5259\/revisions\/6808"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/media\/5260"}],"wp:attachment":[{"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/media?parent=5259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/categories?post=5259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/verito.com\/blog\/wp-json\/wp\/v2\/tags?post=5259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}