ProTaxPro

ProTaxPro is used for preparing, filing, and managing professional business taxes.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

ProTaxPro Overview

  • Updated December 14, 2025

ProTaxPro is a professional business tax software designed to simplify the process of preparing, filing, and managing taxes for businesses and tax professionals. It provides tools for handling federal and state returns, ensuring accuracy and compliance with current regulations.

The platform supports multiple return types, offers e-filing capabilities, and helps streamline workflow. ProTaxPro is built to save time, reduce errors, and improve efficiency for accounting firms and business owners alike.

Key Features

  • Flexible plans: Offer pay-as-you-go, monthly, and unlimited plans to fit different tax practice sizes.
  • E-filing support: Allow electronic filing for federal and state returns, which helps speed up processing.
  • Multi-return coverage: Handle 1040 individual returns, W-2/1099 forms, and business entity returns like 1065, 1120, and 1120-S.
  • All-states access: Include support for all U.S. states that require tax filing.
  • Prior year access: Provide the ability to work with returns from previous tax years.
  • Built-in e-signature: Let clients securely sign tax documents without needing paper forms.
  • Bank product options: Integrate refund transfer services and other banking features for client convenience.
  • Multi-office setup: Support service bureaus and multi-office structures with centralized control.
  • Cloud access: Available online, which makes it easier for professionals to work from any location.
  • Workflow efficiency: Designed to reduce manual tasks and improve the speed of preparing and managing returns.

Price

Pricing Option Price Notes
Unlimited plans Starting at $689 Broad category—not specific package names or details visible on homepage
Monthly plans Starting at $149 Mentioned generally—no specifics shown
Pay As You Go (20 Units) $179 Includes 20 units—general reference only

Pricing link: https://www.protaxpro.com/

Pros

Competitor Pros of ProTaxPro
Lacerte ProTaxPro offers easy-to-understand pricing with unlimited, monthly, or pay‑as‑you‑go options that fit different firm sizes. It’s cloud‑based and accessible from anywhere, and it includes e-filing, billing, and multi-state support at no extra fees.
Drake Tax ProTaxPro supports both individual and business returns and scales with your business. It includes bank‑product options and workflow tools without locking you into a fixed desktop system. That gives more flexibility and growth potential compared to Drake.
UltraTax CS ProTaxPro delivers a simpler, more affordable alternative that still covers core needs like unlimited plans and integrated billing. It keeps features straightforward and avoids the high cost and complexity that larger systems often bring.

Cons

Competitor Cons of ProTaxPro
Lacerte Lacerte covers a wider range of forms and forms systems, including very complex partnerships, estates, and trusts. ProTaxPro may not offer that depth of coverage for highly complex returns.
Drake Tax Drake offers robust auto-fill, tax planning tools, and a strong reputation among sole practitioners that may offer more polished usability out of the box. ProTaxPro may lack advanced planning features and long-time user familiarity.
UltraTax CS UltraTax CS brings deep diagnostics, complex-form handling, and firm workflow tools that ProTaxPro doesn’t match. Big firms may find ProTaxPro’s features too light for complex operations.

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