List of Intuit ProSeries Tax Customers
Mountain View, 94043, CA,
United States
Since 2010, our global team of researchers has been studying Intuit ProSeries Tax customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Intuit ProSeries Tax for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Intuit ProSeries Tax for Tax Management include: 1st Step Accounting, a United States based Professional Services organisation with 150 employees and revenues of $29.0 million, Jeff Trout CPA, a United States based Professional Services organisation with 75 employees and revenues of $14.0 million, James P. Coco, CPA, a United States based Professional Services organisation with 65 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Intuit ProSeries Tax, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Intuit ProSeries Tax customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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1st Step Accounting | Professional Services | 150 | $29M | United States | Intuit | Intuit ProSeries Tax | Tax Management | 2024 | n/a |
In 2024, 1st Step Accounting implemented Intuit ProSeries Tax as its Tax Management application. The Baltimore, Maryland tax and advisory practice uses Intuit ProSeries Tax to prepare client returns and generate client reports that help upsell tax planning and advisory services.
The deployment focuses on client-centric return preparation workflows, configuring ProSeries for data entry, tax calculation, and firm-branded client report generation. Typical Tax Management capabilities such as batch e-filing, multi-state return handling, and custom reporting are used to support advisory conversations and recurring engagement workstreams.
Intuit ProSeries Tax is paired with QuickBooks Online and ShareFile to support a paperless workflow, linking bookkeeping data and secure document exchange into the tax process. The integration pattern centralizes source bookkeeping and client documents, enabling the tax and advisory teams in Baltimore to maintain a document-managed, paperless pipeline for returns and follow up advisory proposals.
Governance has emphasized standardized client report templates and firm-level configuration of ProSeries to ensure consistent advisory deliverables. The combined use of Intuit ProSeries Tax, QuickBooks Online, and ShareFile supports the firm’s client retention and upsell motion and underpins recent firm growth.
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James P. Coco, CPA | Professional Services | 65 | $12M | United States | Intuit | Intuit ProSeries Tax | Tax Management | 2008 | n/a |
In 2008 James P. Coco, CPA implemented Intuit ProSeries Tax, deploying the Tax Management application to support the firm’s tax preparation workflow. The Medina, Ohio professional services firm uses Intuit ProSeries Tax to prepare high volumes of individual and small business returns across its tax practice.
The implementation centers on the ProSeries desktop forms interface and built in error checking, capabilities that support in person client reviews and faster return completions. Operationally the software is used for forms population, validation, and final filing preparation within the firm’s finance and tax functions. The firm has been an Intuit ProSeries customer for roughly 27 years, reflecting long term continuity in ProSeries Tax usage.
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Jeff Trout CPA | Professional Services | 75 | $14M | United States | Intuit | Intuit ProSeries Tax | Tax Management | 2025 | n/a |
In 2025, Jeff Trout CPA upgraded to Intuit ProSeries Tax Professional and implemented Intuit ProSeries Tax as its central Tax Management application to improve document management and reduce state filing costs. The tax preparation practice in Ramah, Colorado moved from ProSeries Basic to the Professional edition to gain enhanced document handling and filing capabilities within ProSeries.
The deployment leveraged Hosting for ProSeries integrations to operate the application in a hosted model and integrated SmartVault and eSignature to streamline document workflows, client authorizations, and electronic filing inside Intuit ProSeries Tax. Governance activities focused on standardizing document intake, retention and electronic filing processes across the practice, and the change is stated to produce estimated annual state filing cost savings of three thousand to four thousand dollars.
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