What's new with ProConnect Tax

What's new with ProConnect Tax for Tax Year 2024

Intuit Tax Advisor

ProConnect Tax is the only pro-tax software that includes tax-planning strategies thanks to the inclusion of Intuit Tax Advisor for tax year 2024. Now you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.

• Client-friendly reports that quantifies tax savings
• Leverage a whole new additional revenue stream
• No manual data entry—ever

Protection Plus for Business Returns

Cover your individual and business return clients (1065, 1120, 1120-S) with Protection Plus. Our team of EAs and CPAs will help your business clients with IRS notices and audits to save you time. Protection Plus also comes with identity theft restoration services. Learn more

Autofill

ProConnect's most recent update enables the automation of filling in details, such as addresses and contact information, once a specific client is selected from the database.

Prior Year 1040 Import

Generate a tax summary comparison for the current tax year by creating a new client in ProConnect and utilizing the relevant information from their previous year's 1040 form.

K-1 package delivery

Easily distribute and import K-1 packages by emailing a secure download links to partners, with no need for passwords or postage.

Enhanced direct access to IRS transcripts

Access your clients' transcripts directly from the IRS in ProConnect Tax.

Bulk apply

Merge data from various source documents into one workflow instead of importing them individually.

Auto-populated interest rates

Auto-populate IRS federal interest rates for penalties and interest.