Two solutions for high-performing firms
ProConnect and Lacerte help future-forward firms move faster, work smarter, and deliver confident advisory at scale.
ProConnect Tax
Advanced tax prep, bookkeeping, and advisory on one unified platform.
- Streamline tax and accounting workflows with direct integration to QuickBooks Online Accountant.
- Work from any location with browser-based software—no installation or manual updates required.
- Speed through prep with automated data import, source-to-return comparison, and built-in diagnostics.
Lacerte Tax
Complex return management and built-in tax planning tools.
- Navigate high-volume, high-complexity returns with 25,000+ advanced diagnostics.
- Cover a broad range of tax scenarios with over 7,200 forms, schedules, and worksheets.
- Reduce administrative time with automated K-1 package generation and structured onboarding support.
What are your firm’s top priorities?
Find the solution that supports how your team works best.
If this sounds like your firm...
Your team works across locations and needs browser-based access.
Then consider…
ProConnect
If this sounds like your firm...
You handle highly complex returns and client scenarios.
Then consider…
Lacerte
If this sounds like your firm...
You want a unified tax and accounting workflow.
Then consider…
ProConnect
If this sounds like your firm...
You rely on advanced error checking and detailed review tools.
Then consider…
Lacerte
If this sounds like your firm...
You handle a high volume of returns and want built-in automation that reduces manual data entry.
Then consider…
ProConnect
What are your firm’s top priorities?
Find the solution that supports how your team works best.
If this sounds like your firm… | Then consider… |
Your team works across locations and needs browser-based access. | ProConnect |
You handle highly complex returns and client scenarios. | Lacerte |
You want a unified tax and accounting workflow. | ProConnect |
You rely on advanced error checking and detailed review tools. | Lacerte |
You handle a high volume of returns and want built-in automation that reduces manual data entry. | ProConnect |
Explore the differences in more detail
Both solutions support high-performing firms—here’s how they compare.
Key Features | ProConnect | Lacerte |
Most common forms, including 1040, 1041, 1120, 1120-S, 1065 | ||
Additional filings: 990, 706, 709, 5500 | Forms 990 and 709 | |
Error-checking diagnostics | 21,000+ smart diagnostics, plus AI-assisted review AI-assisted review process runs diagnostics behind the scenes, highlights required fixes, and flags potential issues before filing. | 25,000+ robust diagnostics Deep diagnostics identify errors, omissions, and questionable entries before filing. |
QuickBooks Online Accountant integration Exclusive integration with QuickBooks Online Accountant brings together bookkeeping, tax preparation, and insights in one streamlined workflow.* | ||
Intuit Tax Advisor Intuit Tax Advisor automatically generates real-time insights and personalized tax strategies using return data.* | ||
Application environment | Cloud-based Staff can work at the same time across locations, and installations and updates are handled automatically. | Desktop Purchase Hosting (separate subscription) to run Lacerte in a managed cloud environment for work-from-anywhere access. |
Intuit Sign | ||
Intuit Link client portal Intuit Link is a built-in, encrypted client portal that streamlines client communication and data collection. | Document management, plus automated data import Drag and drop client tax documents and forms directly into tax returns, reducing manual work. | Document management Includes document management only; purchase Tax Scan & Import add-on for data import functionality. |
Expert support | Accessible via in-product chat and by phone Resolve critical issues quickly with in-product support and priority access to experts via phone (average answer time: 1 minute*). | Priority access via phone Resolve critical issues quickly with priority access to experts via phone (average answer time: 1 minute*). |
Running a large, multi-service firm?
If you manage high client volume and varied entity structures, our specialists can help you evaluate the right solution—and plan your transition with confidence.
Two award-winning tax platforms, trusted by top firms
ProConnect and Lacerte earned a combined 13 awards from G2 for Winter 2026—including Best Results and Momentum Leader—based on verified reviews from tax professionals.* Here are just a few of them.
ProConnect
Lacerte
What firms like yours ask before choosing
For firms expanding their client base or adding new offices, cloud-based tax software can simplify operations. Cloud-native systems allow teams to access returns securely from anywhere while eliminating the need for server maintenance and manual version updates.
They also integrate more easily with accounting platforms, document management tools, and advisory workflows—reducing duplicate data entry and helping firms move faster from books to tax preparation.
Firms transitioning from desktop should evaluate migration support, onboarding structure, and data conversion accuracy to ensure a smooth rollout.
Automation helps firms move faster—but diagnostics protect accuracy.
Experienced CPA firms rely on layered review processes. When diagnostic engines identify issues early, preparers correct them sooner and reviewers spend less time chasing preventable errors. This balance helps firms increase return volume without compromising quality.
Software designed for high-volume preparation should include:
- Accounting system imports to reduce manual entry
- Advanced diagnostic engines to identify issues early
- Workflow visibility across preparers and reviewers
- Collaboration tools for teams working on the same return
- Batch e-file processing for large filing cycles
- Cloud infrastructure that supports multi-location teams
These capabilities help firms scale efficiently while maintaining control.
Yes—if it’s built for complex workflows.
Handling large volumes of business returns often involves multi-state filings, entity relationships, and K-1 transfers. Platforms designed for this level of complexity allow firms to maintain efficiency while managing the dependencies that come with sophisticated tax work.
Yes. Both ProConnect and LacerteTax offer data conversion services from most major tax software providers. Automated, accurate data conversion and expert-guided setup with our dedicated onboarding team help minimize downtime and ensure a smooth transition.
Yes—call 833-671-4389 to speak with an Intuit specialist, who can discuss your current workflow, return mix, and growth plans and help you evaluate which solution aligns best with your firm’s needs.or teams working on the same return
