itonewbie
Level 15
PTO did drastically jack up the prices for 2019 and that has caused a stir among existing users, especially those who have lower volumes and will see increases of 50% to multiples of what they paid for 2018 (even after taking into account renewal discounts).  Since fees for PTO are on a PPR basis and are on a tiered structure, it's difficult to say how much it'd cost you without knowing the volume.  If you have a high volume, you may get a good discount off the published rates by negotiating with Intuit.  There is a 50% discount off the (inflated) rack rates until end of June; you can find more information about the pricing here: https://proconnect.intuit.com/tax-online/pricing/

You may like to take it for a spin and see if you and your team are comfortable with it.  There is no charge for preparing and reviewing returns online; you will need credits only if you print or e-file a return.

The PPR fees are all inclusive, so you won't have to pay separately for the use of client portal, state returns, and you can prepare and e-file prior year returns for free so long as you have current year credits.

The downside to PTO is that the client portal (which is available only for individual returns worked well until they "enhanced" it last year lacks many of the vital functions that existing previously) has deteriorated in reliability and caused many to use other alternatives, there is no conventional organizer either in paper or electronic format (let alone proforma), and there is no in-built function to export data if you ever want to migrate to another tax program (although, unofficially, Intuit could export data offline from PTO to Lacerte, which is the engine that drives PTO - that means, at least theoretically, you could buy an REP subscription for Lacerte to do the offline conversion, then export from Lacerte for import into other tax products).

Overall, PTO is a versatile tax product capable of preparing moderate to relatively complex returns because of the Lacerte engine although there is less control and the interface is a bit clunky.  The previous pricing level made it a product worth recommending despite its shortcomings but given the new rates, you should seriously consider your alternatives for more polished products with better deals if you don't need it to be cloud-based.
---------------------------------------------------------------------------------
Still an AllStar
0 Cheers