Intuit Tax Advisor

Provide clients with insights and savings estimates with over 25 customizable tax strategies generated from their current-year returns.

Tax Planner

Project a year/case analysis, a difference analysis, a Married Filing Jointly/Married Filing Separately comparison, or an adjustment analysis across multiple years.

Tax Analyzer

Flag amounts that exceed national averages and get tips on how to reduce your clients' liability and their chances of triggering an audit.

Cloud

Access data and software online via a web browser anytime, anywhere, from any device.

Desktop

Store data and software centrally on your computer’s hard drive.

Desktop Hosting

Host your data and software on Right Networks servers with enterprise-level security and managed IT maintenance

macOS

Search system requirements in community

Windows

Search system requirements in community

Input-based

Key client data into tax returns via worksheets.

Forms-based

Key client data into tax returns via tax forms.

Split-screen and dual monitor viewing

Enter data into input fields and see how it shows up on the form at the same time using the same monitor, or split the view across multiple monitors.

Jump to input

Go straight from a line on a tax form to the corresponding input field, plus view a summary of sources and values without leaving the form.

Automatic data conversion

Import selected tax data from your current tax software for a hassle-free, smooth transition.

EFIN registration

Update and verify your EFIN without leaving the software with our in-product widget.

Easy Start onboarding program

Transition easily to your new software with personalized customer support, automated data conversion, and a success guide.

Phone

Call toll-free phone support available M–F 6:00 AM to 5:00 PM PT with extended evening and weekend support hours during critical filing deadlines.

Live chat

Live chat with a member of the Support team to get help with immediate questions.

Notification inbox

Stay informed with important industry news and product updates sent directly to your notifications inbox within ProConnect.

SmartLook™ support

Resolve questions fast with video and screen sharing allowing our customer success team to see your screen in real-time, and quickly get the answers you need.

Knowledge Base

Find answers to your questions with an extensive in-product searchable help widget.

Community

Connect with an exclusive online peer community to find answers, talk shop, and get inspired.

Training portal

Get access to videos and content right at your fingertips, and receive recommendations tailored to your needs for self-paced learning.

CPE/CE Training

Earn free CPE/CE credits through online webinars or immersive virtual conferences.

Form 1040

US Individual Tax Return

Form 1041

US Income Tax Return for Estates and Trusts

Form 1120

US Corporation Income Tax Return

Form 1120S

US Income Tax Return for an S Corporation

Form 1065

US Return of Partnership Income

Form 990

Return of Organization Exempt from Income Tax

Form 706

US Estate (and Generation-Skipping Transfer) Tax Return

Form 709

US Gift (and Generation-Skipping Transfer) Tax Return

Form 5500

Annual Return/Report of Employee Benefit Plan

Form 8615

Tax for Certain Children Who Have Unearned Income

Consolidated Corporate Returns

File a consolidated income tax return for an affiliated group of corporations.

MFJ v MFS

See which filing option is better for your client with a side-by-side comparison, then split a Married Filing Joint return.

Oil & Gas Depletion

Import oil and gas data, and partner data from Excel and update it in minutes.

Critical diagnostics

Instantly pinpoint errors and see the applicable fields needed to be completed or fixed for a successful e-file.

Informational diagnostics

Get important notifications if you’ve entered information that could affect the outcome of a client’s return before submitting it.

Online trial balance

Reconcile QuickBooks clients' end-of-year accounts, eliminate data entry, and ensure seamless accuracy by mapping account data directly to the right fields in the tax return.

Online invoicing

Start your invoicing process from your Tax Return by auto populating the invoice with return data, plus collect and track payments. No login or separate accounts required.

Desktop Trial Balance

Develop a chart of accounts, adjust journal entries, and manage tax line assignments. Trial balance work stays with that client and carries over from year to year.

Desktop invoicing

Create invoices in the Accountant edition of either QuickBooks Desktop Pro or QuickBooks Desktop Premier for clients’ tax returns. and send client billing information from ProSeries to your firm’s Quickbooks company file.

Integrated client portal

Manage client data in a free, secure, online portal integrated into your tax software that allows you and your clients to easily exchange information.

Connected client portal

Gather client tax documents securely, and cut down on data entry with smart integration through a portal that opens in a web browser.

Client portal import

Import data from client forms directly to the appropriate fields within a tax return and eliminate manual data entry for the most frequently used forms.

Drag and drop import

Drag and drop multiple forms at once and have the data applied to the appropriate fields in the tax return.

Financial institution download

Connect to financial institutions, without sharing confidential passwords, to automatically receive client tax documents.

Tax scan and import

Import data quickly and reliably into a return with a few clicks. The form reviewer tool allows you to check and edit data before importing. View pricing for Lacerte or ProSeries.

Schedule D Excel import

Use quick start templates for importing Excel or CSV file data for Schedule D and Depreciation.

Import K-1 transfer

Automatically import a Schedule K-1 from a business return to a 1040 return with no data entry required.

eSignature

Get any form or document reviewed and signed securely from any online device, all done with quick clicks from inside your tax software.
View pricing

eSignature Plus Payments

Attach an invoice with your signature request to get payment and signoff at the same time.

Pay-by-Refund

Give your clients an easy way to pay your tax prep fees directly from their refund.

Ignition

Streamline your proposals and automate the sales process from first contact to money in the bank.
View pricing

Protection Plus

Offer your clients an additional layer of protection and year-long peace of mind in the event of audits, IRS notices, or ID theft.
View pricing

E-file dashboard

View the e-file status of all return types and easily identify the status of each part of the return at both the federal and state level.

Roles and permissions

Control access to client data and e-file returns in your firm with master admin, full-access admin, and basic user permissions.

E-file user permissions

Control which members of your firm can e-file tax returns..

Lock return

Auto-lock e-filed returns after filing to prevent manual entry errors and calculation updates that may alter the original e-filed amounts.

Assign staff work

Assign staff members client returns, then re-assign the return as it changes hands within your firm until the return is complete.

Multiple preparer awareness

Get a full view of users working on the same tax return to keep work moving without creating version conflicts or overwriting previous versions.

Built-in time tracking

Track the time spent working on a return automatically with a timer that starts and stops when you open and exit a file.

Organize and store documents

Organize and store documents uploaded by you or your clients with the ability to quickly reference, retrieve, or share with clients and others in your firm.

SmartVault

Go paperless and store documents safely in the cloud, and access them anytime, anywhere from any computer, browser or mobile device. View pricing for Lacerte or ProSeries.

Document Management System (DMS)

Work efficiently by scanning and storing source documents and client returns on your local hard drive. View pricing for Lacerte or ProSeries.