Intuit ProConnect Tax Reviews

What is Intuit ProConnect Tax?

ProConnect Tax, developed by Intuit Accountants, is a cloud-based professional tax software that offers a seamless integration with QuickBooks Online Accountant. This feature automates the data transfer from clients’ books directly into their tax returns, enhancing the efficiency of the tax preparation process. The software is equipped with over 5,700 forms, 25,000 error-spotting diagnostics, and more than 32 time-saving features, ensuring thorough compliance and accuracy in tax preparation.

ProConnect Tax includes a range of functionalities to support tax professionals. It integrates with Intuit Tax Advisor to provide custom client tax strategies and reports. The software also features a Document Management System (DMS) for organizing, filing, and securely storing client data and documents. An integrated client portal facilitates real-time collaboration with clients, enhancing communication and efficiency.

The software offers extensive training and support through live and recorded webinars, providing opportunities for Continuing Professional Education (CPE) and Continuing Education (CE) credits. Additionally, ProConnect Tax encourages professional development by offering opportunities to connect with peers, industry leaders, and product experts, thereby enhancing expertise and practice development.