Two powerful solutions.
One modern vision.
Cloud-first simplicity or advanced desktop power? Choose the tax software built for how your firm actually works.
ProConnect Tax
Built for automation, remote access, and integrated workflows.
- The only professional software that connects your team’s books-to-tax process in one platform, seamlessly.*
- Automated data entry and streamlined document intake.
- Run your firm from anywhere—no servers required.
- Built-in advisory tools surface client opportunities.
Lacerte Tax
Purpose-built to manage complex returns and support firm growth.
- Advanced diagnostics streamline preparation and review.
- Over 25,000 built-in, automated checks reduce rework.
- Comprehensive form and scenario coverage adapts to evolving client needs, strengthening long-term relationships.
- Ideal for handling sophisticated, multi-entity returns.
What’s your firm’s next move?
Find the solution that supports how you work today—and what you’re building for tomorrow.
If this sounds like your firm...
You want to unify books, tax, and advisory on a single platform.
Then consider…
ProConnect
If this sounds like your firm...
You manage highly specialized, multi-entity returns.
Then consider…
Lacerte
If this sounds like your firm...
You prioritize cloud access and real-time collaboration.
Then consider…
ProConnect
If this sounds like your firm...
You rely on deep diagnostics to support complex review.
Then consider…
Lacerte
If this sounds like your firm...
You want automation to reduce manual prep and expand capacity.
Then consider…
ProConnect
What’s your firm’s next move?
Find the solution that supports how you work today—and what you’re building for tomorrow.
If this sounds like your firm… | Then consider… |
You want to unify books, tax, and advisory on a single platform. | ProConnect |
You manage highly specialized, multi-entity returns. | Lacerte |
You prioritize cloud access and real-time collaboration. | ProConnect |
You rely on deep diagnostics to support complex review. | Lacerte |
You want automation to reduce manual prep and expand capacity. | ProConnect |
Here’s how ProConnect and Lacerte stack up
Both solutions are designed for modern workflows—take a look at how they compare.
Key Features | ProConnect | Lacerte |
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. |
Most common forms, including 1040, 1041, 1120, 1120-S, 1065 | ||
Additional filings: 990, 706, 709, 5500 | Forms 990 and 709 only | |
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. | ||
Intuit Sign Request and collect required electronic signatures from clients without leaving the tax workflow.* | ||
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. |
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*). |
Trusted by tax pros like you, recognized for results
With 13 G2 Winter 2026 awards—including Best Results and Momentum Leader—ProConnect and Lacerte are powering measurable gains for firms that demand speed, precision, and performance.*
ProConnect
Lacerte
Still have questions? Let’s clear them up.
ProConnect Tax is cloud-native. That means there’s no software installation needed, updates happen automatically, and multiple team members can work in the same return simultaneously—from any location.
Lacerte is desktop software that’s installed on a single computer or a firm’s internal server. However, online access with Lacerte is available by purchasing a Hosting add-on subscription. This approach preserves the traditional desktop workflow many firms prefer for advanced returns.
Look closely at your workflow. Where does time get lost today—client document collection, manual data entry, review cycles, or file sharing? Cloud platforms work best when they simplify these steps and connect with the rest of your firm’s tech stack.
Start with the system you want to run, not just the tools you want to buy.
The right stack should reduce manual work, integrate with accounting systems, and support both compliance and advisory as your firm grows.
When tax, accounting, and advisory tools share the same data, you eliminate manual exports and spreadsheet rebuilds. That means faster planning work, better insights for clients, and more revenue opportunities per engagement.
Hosting, available as an add-on subscription, lets firms run Lacerte from encrypted cloud servers through providers like Rightworks. Your team can access the software remotely while keeping the same desktop interface and workflows.
Yes. Both ProConnect and Lacerte Tax offer data conversion services from most major tax software providers. Automated, accurate data conversion and guided setup help your firm transition faster, so you can start realizing value without slowing down client work.
Yes. Intuit Accountants offers free interactive trials of both ProConnect Tax and Lacerte Tax so tax professionals can get a hands-on look at the software and see which workflow best fits their practice.
