Intuit ProConnect

Built for scale. Designed for growth. The only professional tax software with advisory built in.

by intuit · Tax Compliance

Executive Summary

Intuit ProConnect Tax is a leading cloud-based tax software solution for professional tax preparers and accounting firms. It offers a comprehensive platform for managing diverse tax return types, from individual to gift tax returns, accessible from any device. The platform integrates deeply with QuickBooks Online Accountant, features AI-powered workflows for compliance and client briefing, and includes Intuit Tax Advisor for strategic tax planning, aiming to optimize workflows and accelerate growth for tax practices.

Use Cases

  • Preparing and e-filing individual (1040) tax returns, including complex scenarios like multi-state and part-year residency.
  • Preparing and e-filing business tax returns (e.g., 1065, 1120, 1120S, 990) and gift tax returns (709).
  • Providing tax planning and advisory services using the Intuit Tax Advisor to generate custom strategies.
  • Streamlining client document collection and management through the secure Intuit Link portal with automated OCR.
  • Integrating with QuickBooks Online Accountant for seamless data mapping and adjustments between books and tax returns.
  • Converting prior year tax data from other tax software into ProConnect Tax for new clients.

Features

Visibility

  • Workflow & Team Management: Tools for assigning, tracking, and managing client returns and team productivity, including customizable tax return statuses.
  • Performance Insights and Reporting: Access to dashboards with annual client growth, time spent on returns, and other key metrics to track firm and employee performance.
  • Flexible File Access: Ability to open the same client file from multiple years for comparisons or work on multiple client files from the same year in separate browser tabs.
  • Robust Diagnostics: Comprehensive error checking and flagging of missing data or fields needing review within client returns to ensure accuracy and compliance.
  • Client Activity Dashboard: View-only dashboard within Intuit Link to monitor client progress on document uploads and questionnaire answers.

Intelligence

  • AI-Powered Client Briefing: Automatically pulls key information from prior returns to provide a quick overview for new clients, saving time on initial data entry.
  • Intuit Tax Advisor: Integrated advisory tool that automatically generates strategies for client tax savings and custom tax plans based on real-time data.
  • Automated OCR for Document Collection: Extracts data from client-uploaded documents via Intuit Link, reducing manual data entry and improving efficiency.
  • Seamless QuickBooks Online Accountant Integration: Directly syncs accounting data, automates trial balances, and maps data between bookkeeping and tax returns, minimizing manual errors.
  • IRS Transcript Access: Allows direct download of client transcripts from the IRS into the software, reducing client back-and-forth and IRS wait times.

Support

  • Phone & Chat Support: Access to phone support during business hours and a 24/7 Digital Assistant for common questions and issues.
  • Online Community & Knowledge Base: A community forum for tax preparers to share insights and a comprehensive Tax Pro Center with articles, FAQs, and how-to guides.
  • Webinars & Training: Offers free live and recorded webinars, virtual conferences, and educational resources to help users maximize product features and earn CPE/CE credits.
  • Dedicated Success Guides: Personalized, step-by-step emails and checklists for installation, data conversion, and EFIN verification for new users.

Technical Specifications

Architecture
Cloud-native SaaS, built on the robust Lacerte engine for complex tax calculations.
Deployment
Cloud/SaaS
Authentication
SSO, MFA, OAuth 2.0, Knowledge-based authentication
API Available
Yes
MCP Server
No

Infrastructure

  • AWS

AI/ML Stack

  • Machine Learning
  • Computer Vision

Security & Compliance

Certifications: SOC 2 Type II, ISO 27001, PCI DSS

Encryption: AES-256 at rest, TLS in transit

Pricing

Model
Per-return (Pay-Per-Return), Annual Packages
Starting Price
Contact sales for specific pricing; free to try, pay only when you print or e-file.
Target Customer
Small to large accounting firms, professional tax preparers
Contract Type
Annual, Pay-as-you-go
Free Trial
Yes, No expiration (credit card required)

Ratings & Reviews

G2: 4.4/5 (277 reviews) · Capterra: 3.8/5 · Gartner: [object Object]/5

About intuit

Intuit is a global technology platform that helps consumers, small businesses, and self-employed individuals overcome their most important financial challenges. It offers cloud-based products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, increasingly leveraging AI and automation to power prosperity worldwide.

Founded: 1983 · Headquarters: Mountain View, California, United States · Employees: 10,001+ · Public