Renewal Quote Details ( or lack of ) Feedback

[dchannam]

Hello,

I recently received my 2026 renewal quote, which consists of 2 line items; Fast Path and "ProSeries Individual Complete"

I went online to confirm what the package includes, and the description of this specific package no longer exists on the website, I called technical support, (twice), and even was connect to an account manager, none of whom can answer what the details of services included are for my renewal quote. The only response I received ( I have a ticket ) is that Sales and Marketing may review the website and packages in the near future. The sales rep said its the same as what you're using now, and the same as 1040 complete (which also has no good description online), and hasn't followed up with details. He did confirm any website pricing is promotional for new users only; and wasnt happy with my opinion of support for current users, lol.

Has anyone else noticed this issue, and have concerns, or be able to provide answers to what is included?  I hate to commit blindly to a pig in a poke by accepting the quote.

For my purposes, ProSeries is effective and efficient software, I only want to do my due diligence before committing, and its unconscionably difficult.

Specifically :

ProSeries Individual Complete

Return Types included?

Number of Returns included?

Esignature & KBA included, and number of returns?

K-1 Import included?

PPR business returns and cost?

1099 & W2 filing included (or cost)?

Multi-User access included (1 seat/install? )

Document Management included?

Checklists included?

Organizers included (or cost)?

Advisor / Analysis included?

Any help appreciated

[IRonMaN]

You have learned the dirty little secret of Intuit - they suck at communications.

[johnea]

im taking Rosetta stone for Hindu to access support pretty sad isn,t it 

[Just-Lisa-Now-]

1040 Complete is unlimited 1040s and all states.  

Business entity returns (1120, 1120S, 1065, 1041, 990, etc) will be Pay Per Return,

in 2025, the cost for PPR with a fed and state return was $151 (I cant remember what the break down was for fed vs state)

Checklists and Analysis (Client presentation) are included.

I believe Link is included for file transfers (I dont use it, so Im not familair)

I dont think ESign is included, maybe the first 10 are free, I dont use them so Im not sure.

Organizers are separate, Im not sure what unlimited is, but I think to print them individually in 2025 they were $15 each.

No W2 or 1099 services.

[LAHCPA1]

Its all a big game where they charge legacy users a boatload with no real added benefits.  My quote was 9% higher than last year which was 6% higher than the year before.  At what point do they price themselves out of the market.  15% increase in the cost of the program over two years and I see no improvements.  The organizers have not changed in 15 years.  They are not fillable for the client nor can we alter them other that add or remove pages and control the order in which they print

When asked for an explanation for the price increase, I was told they rolled the unlimited e-signing of forms 8879 into the cost of the program.  No longer optional, it is included whether you use it or not - and you are paying for it.

To pass the increase cost onto the client becomes difficult after awhile. The same client, the same five forms, how do you justify charging a 15% increase over two years.  Eventually, it gets hard to justify the cost of preparation to a client.

I looked into dropping down to a different package - from unlimited to 400 return limit.  By the time you add back the cost of fixed asset manager and the organizer, there is no real savings from the unlimited package.  They really don't leave you much choice.

I was also told the program will be more efficient and cut down on input time - where is this feature?  I saw nothing that changed for me.

[IRonMaN]

Nobody likes to see the price increases but if you pay 10 grand for the software, a 15% increase is $1500.  $1500 spread over 400 returns is $3.75 per return.  If we have clients that get upset over their price going up $3.75 over two years, does anybody really want them for clients anyway?

[BobKamman]

@IRonMaN So if your landlord raises your rent by $4,000 when it's already too dang high, you just figure it's $10 per client and not your problem?

I agree with you in principal. I don't pay any overhead I just collect it on behalf of my clients, but at a certain point I don't want to see them ripped off.  There are also some professional implications.  Intuit (and IRS) would much rather see all returns prepared by large firms of a dozen or more employees.  That would certainly get the software cost down below $1 per return, and minimize the number of solo practitioners calling to ask how to handle error code 7468. By accepting higher prices, are you enabling them to do that?