FOR MULTI-SERVICE, ENTERPRISE FIRMS
Headcount isn’t hindering your firm’s growth.
Disconnected systems are.
When tax work, bookkeeping, and firm management are fully integrated into one platform, your team has more bandwidth to focus on advisory and revenue growth. ProConnect Tax makes that a reality.
cloud-based tax software*
firms trust ProConnect Tax*
e-file acceptance rate*
saved per complex return*
A FULLY UNIFIED WORKFLOW
Built for enterprise firms like yours
You’re not running a tax practice—you’re running a business with a P&L, a growth plan, and partners asking hard questions about margin. Your firm has big goals, and this is the platform to get you there.
(4.4/5 | 276 reviews on G2)*
Firms on a connected platform can take on more returns without adding staff at the same rate.
Protect your margins and strengthen your firm by seamlessly incorporating higher-value advisory work.
Granular permissions and audit trails enable reviewers to see what’s happening without micromanaging.
Halt the cycle of seasonal strain and turnover by removing the root causes of burnout.
Growth
Firms on a connected platform can take on more returns without adding staff at the same rate.
Profitability
Protect your margins and strengthen your firm by seamlessly incorporating higher-value advisory work.
Control
Granular permissions and audit trails enable reviewers to see what’s happening without micromanaging.
Talent retention
Halt the cycle of seasonal strain and turnover by removing the root causes of burnout.
A NEW ERA OF ACCOUNTING + TAX
Unlock your firm’s competitive advantage
Your clients don’t just want their returns filed on time—they want strategy and tax planning. Here’s how to break free from the disconnected system that stands between your team and the advice your clients are asking for.
The only unified books-to-tax workflow
When your systems are fully integrated, there’s no more re-keying client data between your bookkeeping team and your preparers, no missed handoffs, and no chasing down documents. ProConnect Tax is the only tax software that integrates directly with the new Intuit Accountant Suite.* One login, one workflow—for every client.
Features that power your success
Powerful diagnostics
ProConnect runs thousands of checks on every return, flagging what needs a second look before it becomes a client call.
Automation that saves hours
An AI-powered workflow ensures your best people spend less time keying data, saving an average of 34 minutes on average per complex return.*
Insights that keep clients coming back
Build on the trusted relationships you’ve already established by delivering valuable insights year-round, without adding extra work.
Cloud-enabled collaboration
Your team can open multiple clients and tax years at once, collaborate on returns in real time, and keep work moving on any internet-connected device.
Encrypted document exchange
One client portal for every office means documents aren’t scattered across email threads and shared drives.
Precision at any volume
Preparers can file with confidence, thanks to 7,200+ forms and schedules, 20,000+ smart calculations, and a 99.75% e-file acceptance rate.
Powerful diagnostics
ProConnect runs thousands of checks on every return, flagging what needs a second look before it becomes a client call.
Automation that saves hours
An AI-powered workflow ensures your best people spend less time keying data, saving an average of 34 minutes on average per complex return.*
Insights that keep clients coming back
Build on the trusted relationships you’ve already established by delivering valuable insights year-round, without adding extra work.
Cloud-enabled collaboration
Your team can open multiple clients and tax years at once, collaborate on returns in real time, and keep work moving on any internet-connected device.
Encrypted document exchange
One client portal for every office means documents aren’t scattered across email threads and shared drives.
Precision at any volume
Preparers can file with confidence, thanks to 7,200+ forms and schedules, 20,000+ smart calculations, and a 99.75% e-file acceptance rate.
FEWER MANUAL HANDOFFS, MORE GROWTH
Investing in API integration
We designed ProConnect to integrate with many applications firms like yours use, with more being added soon.
Structured connections pull data straight from uploaded documents and route it to the right place downstream, cutting manual entry and reducing the risk of errors. That means your firm can process more returns each year without adding more staff.
Not every firm needs the same tech stack. Connect the tools that already fit how your firm works, and keep control as you scale.
We designed ProConnect to integrate seamlessly with applications at every step of your workflow—with more on the way—so your team spends less time managing software and more time serving clients.
Reduce data entry
Pull data directly from uploaded documents and feed into downstream workflows.
Scale without hiring
When key workflows are automated, your firm can increase return volume without adding staff.
Ensure accuracy
Structured data connections ensure the right information is sent to the right place, reducing the risk of errors.
Control the workflow
Not every firm needs the same tech stack. Connect the tools that fit how your firm already works.
WE’RE EXPERTS AT ENTERPRISE TRANSITIONS
Switch with confidence
Onboarding and data conversion
A specialist guides your team through setup, and our highly skilled pros handle encrypted client data transfer. Ask about full-service data conversion options.
Support for your team
Get priority access to live phone and chat support whenever your team needs help resolving an issue, so you can keep returns moving—even during peak season.
Staff training
Your product specialist will provide training resources to set your firm up for success, including webinars and more that you can access anytime.
Success stories of firms that switched
In these case studies, firm owners share why they switched to ProConnect, and how their workflow improved.
Reduce time-consuming work
Motta Financial
Dat Le, CPA, Founder
“With the Books-to-Tax feature in ProConnect Tax, the automation has saved us as much as 80% of our time on everyday tasks.”
Download case study >
Work from the cloud
Boscia & Boscia PC
Nick Boscia, CPA, EA, Co-founder
“We can work wherever we are, automatic updates are a breeze, and unique features speed our workflow.”
Download case study >
Streamline your workflow
Dark Horse CPAs
Max Fritz, CPA, COO & Co-Founder
“We strongly encourage larger firms to be on ProConnect because of the operational efficiencies.”
Download case study >
Reduce time-consuming work
Motta Financial
Dat Le, CPA, Founder
“With the Books-to-Tax feature in ProConnect Tax, the automation has saved us as much as 80% of our time on everyday tasks.”
Download case study >
Work from the cloud
Boscia & Boscia PC
Nick Boscia, CPA, EA, Co-founder
“We can work wherever we are, automatic updates are a breeze, and unique features speed our workflow.”
Download case study >
Streamline your workflow
Dark Horse CPAs
Max Fritz, CPA, COO & Co-Founder
“We strongly encourage larger firms to be on ProConnect because of the operational efficiencies.”
Download case study >
Break through the growth ceiling
Disconnected systems weren’t built to carry a firm at your scale—and every season you wait is another season of rework, turnover, and advisory revenue left on the table. Intuit’s unified platform brings your books, tax, and client insights together, so growth means more control, not more chaos.
