What do you like best?
I like the ease of access to data. I can create custom sort lists to show what I need.
I also like that each area is clearly separate so there is no confusing state with federal.
Part of our business uses custom status codes in order to show the information we need. ProSeries makes this incredibly easy to do.
What do you dislike?
I do not like that it can take forever to update and there have been times where the entire program has had to be reset due to a lack of updates.
I would like to see the ability to add or remove columns as there can be a large amount of unnecessary data visible.
It would also be great to be able to sync status data with our Quick Books system. Instead of logging into two different programs I would prefer to enter and sync in one location.
Recommendations to others considering the product
Do not try to use the software in the middle of a busy tax season. Take the time to navigate and become comfortable ahead of time. There are many useful features and steps to take that require time to become comfortable with.
What business problems are you solving with the product? What benefits have you realized?
Tax processing. E filing is much easier and can be tracked efficiently.
We also use the organizer feature and there are times that the sync ability would be helpful. Instead of creating more than one client file we create one and it will integrate as needed.