Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference.
TAX SOFTWARE INTEGRATIONS
Ecosystem of tax products—a new and intelligent way to power your firm
Create solutions with the use of seamless integrated tools.
Or call 844-880-4648 to talk with one of our specialists.
New Intuit Tax Advisor
The only integrated tax advisory tool
Available for:
ProConnectLacerteBuild custom tax plans in minutes, not hours
Access library of tax strategies or create your own
Client-friendly reports that quantify tax savings

Maximize an additional revenue stream
No scanning or manual data entry
80% of taxpayers
expect financial and tax advice from their tax professional.*
Hosting
Work from anywhere, at any time
Available for:
LacerteProSeriesYour same workflow, only on the cloud
Attract top talent with remote work access
Enhanced security with multi-layered firewalls
IRS “Security Six” compliant
86% of taxpayers
expect their tax professional to store tax documents on encrypted servers with enterprise firewalls.*
eSignature
Fast, digital signature solution
Available for:
ProConnectLacerteProSeriesSign documents from anywhere
Track client progress in real time
Secure IRS-compliant ID verification
Digitally send, sign, and file quickly
Nearly 70% of taxpayers
prefer the convenience of signing documents digitally instead of physically.*
Protection Plus
Peace-of-mind notice and
audit assistance
Available for:
ProConnectLacerteProSeriesNotice and audit resolution
$1 Million Tax Audit Defense®
Identity theft restoration services
Personalized support from expert EA and CPA case resolution specialists
78% of taxpayers
would choose a tax professional who offers tax audit protection over one that doesn't.*
Pay-by-Refund
Convenient payment options
Available for:
ProConnectLacerteProSeriesClients pay tax prep fee from refund
No upfront, out-of-pocket costs
Flexible disbursement options
ID theft insurance and restoration included
70% of taxpayers
expect to work with a tax professional that offers the solutions that help get their refund faster.*
Practice
Management
Accounting workflow management tool
Available for:
ProConnectLacerteProSeries
Increase visibility and control in your firm

Connect your team and get more done together
Automate tasks and work faster with AI and GPT securely integrated into your collaborative workspace

Data-driven decision making across every level of your firm

4.1 hours
saved with more efficient team collaboration
New Intuit Tax Advisor
The only integrated tax advisory tool
Available for:
ProConnectLacerteBuild custom tax plans in minutes, not hours
Access library of tax strategies or create your own
Client-friendly reports that quantify tax savings

Maximize an additional revenue stream
No scanning or manual data entry
80% of taxpayers
expect financial and tax advice from their tax professional.*
Hosting
Work from anywhere, at any time
Available for:
LacerteProSeriesYour same workflow, only on the cloud
Attract top talent with remote work access
Enhanced security with multi-layered firewalls
IRS “Security Six” compliant
86% of taxpayers
expect their tax professional to store tax documents on encrypted servers with enterprise firewalls.*
eSignature
Fast, digital signature solution
Available for:
ProConnectLacerteProSeriesSign documents from anywhere
Track client progress in real time
Secure IRS-compliant ID verification
Digitally send, sign, and file quickly
Nearly 70% of taxpayers
prefer the convenience of signing documents digitally instead of physically.*
Protection Plus
Peace-of-mind notice and
audit assistance
Available for:
ProConnectLacerteProSeriesNotice and audit resolution
$1 Million Tax Audit Defense®
Identity theft restoration services
Personalized support from expert EA and CPA case resolution specialists
78% of taxpayers
would choose a tax professional who offers tax audit protection over one that doesn't.*
Pay-by-Refund
Convenient payment options
Available for:
ProConnectLacerteProSeriesClients pay tax prep fee from refund
No upfront, out-of-pocket costs
Flexible disbursement options
ID theft insurance and restoration included
70% of taxpayers
expect to work with a tax professional that offers the solutions that help get their refund faster.*
Practice
Management
Accounting workflow management tool
Available for:
ProConnectLacerteProSeries
Increase visibility and control in your firm

Connect your team and get more done together
Automate tasks and work faster with AI and GPT securely integrated into your collaborative workspace

Data-driven decision making across every level of your firm

4.1 hours
saved with more efficient team collaboration
Solve common pain points with smart integrations that work better together
Top benefits:
Fast-track convenience
eSignature | Pay-by-Refund
Do more in less time with convenient signing and payment options.
Digital flexibility
Hosting | eSignature
Seamlessly manage your tax prep and signing workflow no matter where you are in the cloud.
Secure, reliable protection
Hosting | eSignature | Protection Plus
Keep your data safe with enhanced security measures and protection services.
Full cloud-based workflow
Hosting | eSignature |
Intuit Tax Advisor
Work more efficiently online, and connect your tax prep, advisory services, and e-sign workflows.
More seamlessly integrated tools to help you create your own end-to-end solution
Focus on what you do best, and do more with integrated workflow tools.
Or call 844-880-4648 to talk with one of our specialists.