Intuit ProConnect
Built for scale. Designed for growth. The only professional tax software with advisory built in.
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 customers and communities overcome their most important financial challenges. It builds innovative products and services like QuickBooks, TurboTax, Credit Karma, and Mailchimp, serving approximately 100 million consumers and small businesses.
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