ProConnect vs. ProSeries

[Tributos]

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]. My interest is in the ease of data entry and ability to clearly view the data input on the forms themselves. Using ProConnect I can import most forms and 'view the tax return' as a separate function. I file 1040,1041, 1120-S and do MFJ splits.

Admittedly, sometimes I get lost looking for the 'next' part of the form in PC which at times happens to be in the upper right hand corner and hardly visible on the screen.

The forms based seems to display a bit better as well in demos of PS, the font comes across a little light in PC.

I have looked at the chart that compares all the product features, but I'd like to hear from users 🙂

Please, chime in if you have switched between the two and what your likes/dislikes have been.

Thanks All!

[Skylane]

I’ve been using PS Pro for 25+ years. It fits my practice well and I’m  comfortable with its functionality presentation and workflow.

If you call the sales department you can take the 24 version for a test drive and see if it’s a good fit for you.

[TaxGuyBill]

I have haven't used ProConect.  I use ProSeries.  But it will be a cold day is you-know-where before I would change software to another Intuit software.  Intuit is evil and doesn't give a *blank* about tax professionals or Intuit's professional tax programs.

You said you want the "ability to clearly view the data input on the forms themselves", which means I think forms-based software is what you are looking for.  Beside ProSeries, both ATX and TaxAct Professional have similar forms-based entry.

[Tributos]

Thanks for the feedback & I definitely prefer the forms based. I came from Drake and that's what I used on their software. 

I just remembered that the Pro Series does not interface with the Inuit Tax Advisor, which is very convenient.

The alternative I suppose would be to run a comparison/what if scenario in Pro Series.

[SundanceCPA]

I have experienced both. PCT 2 years ago, PS in 2024. I get an employee discount for either of them, so price isn't a factor. Moving to something else would be a move made by an idiot (to paraphrase Shakespeare). Having said all that - I like PS input better, but to get access to prior years after 2019 I would have to buy a separate license for each year. PCT gives me #X returns, multistates, all prior years that I could possibly need with no additional license fees, and all return types. I'm probably going to go back to PCT this season and stay there.

[Tributos]

I appreciate your insight, especially having recently used both products. Admittedly there would be a learning curve even if I did try PS. At this point, "it's the devil I know" kind of thing and I just have to be cognizant of the nuances in PCT. Still grateful for the ability to use the Tax Advisor in tandem with PCT.

Best to you!