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Is anyone familiar with or has used tax-pro-link??

Forum|Forum|6 years ago
December 7, 2019
5 replies
18 views

It looks more desirable to me, mainly because 95% of my clients are out-of-state and it allows for signatures to be immediately transmitted to me on any form, like 8879 and bank products.

ProSeries Basic

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Best answer by itonewbie

Unless you are not a professional tax preparer/adviser, I'd stay away from software that do not appear on the list of industry journals such as those below. Imagine that even respected professional tax software developers can't always get things right with their experience and resources, what are the odds that you can rely on products from smaller players. Not that they are poor products per se but I just wouldn't want to take my chances.

https://www.cpapracticeadvisor.com/tax-compliance/article/12423344/2018-review-of-professional-tax-preparation-systems

https://www.cpajournal.com/2018/11/12/finding-the-right-tax-software/

https://www.journalofaccountancy.com/issues/2018/sep/2018-tax-software-survey.html

itonewbieAnswer

Level 15

Unless you are not a professional tax preparer/adviser, I'd stay away from software that do not appear on the list of industry journals such as those below. Imagine that even respected professional tax software developers can't always get things right with their experience and resources, what are the odds that you can rely on products from smaller players. Not that they are poor products per se but I just wouldn't want to take my chances.

https://www.cpapracticeadvisor.com/tax-compliance/article/12423344/2018-review-of-professional-tax-preparation-systems

https://www.cpajournal.com/2018/11/12/finding-the-right-tax-software/

https://www.journalofaccountancy.com/issues/2018/sep/2018-tax-software-survey.html

---------------------------------------------------------------------------------Still an AllStar

George4Tacks

Level 15

Are you referring to Intuit Link? https://accountants-community.intuit.com/search?filters%5Bcountry%5D=US&filters%5Bproduct_display_name%5D=Intuit+Link&q=link

EDIT: I think you are looking for the one with these reviews https://www.facebook.com/pg/taxprolink/reviews/?referrer=page_recommendations_see_all&ref=page_internal

Answers are easy. Questions are hard!

J

jliefAuthor

Level 3

Yes, the tax software company, but I can only find a handful of reviews, even though they've been around for a number of years it seems.

sjrcpa

Level 15

Note that IRS requires KBA for electronic signatures on 8879s.

The more I know the more I don’t know.

George4Tacks

Level 15

Have you considered https://proconnect.intuit.com/esignature-proseries/ and https://proconnect.intuit.com/pay-by-refund/ or https://proconnect.intuit.com/proseries/add-ons/quick-collect/

Answers are easy. Questions are hard!

T

TaxproMi

Level 2

It looks like this has been resolved but I use TaxproLink. I use to be a franchise owner for this company and now he just does the software sales only and now I have my own remote service. It is a super easy system allowing you to chose forms or interview mode. It reminds me of CrossLink and Jackson Hewitt system. I have never had an issue with support but I agree, Kristen is the best!! Hope this helps someone 🙂

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