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TAX SOFTWARE INTEGRATIONS

Enhance your process
at every stage, from
start to finish

To speak to a specialist, call us at 844-880-4648.

End to end solutions for your entire workflow

— ProConnect
— Lacerte
— ProSeries
Most popular

Hosting

Easily work from anywhere with remote access and enhanced security.*

Explore more >
Most popular

eSignature

Conveniently manage client signatures right within your tax software.

Explore more >
Most popular

Protection Plus

EA and CPA help for notice resolution and ID theft restoration services.

Explore more >
Most popular

Pay-by-Refund

Offer clients a convenient refund transfer payment option with no upfront costs.

Explore more >
Most popular

Quick employer forms

Quickly generate 1099 and W-2 forms directly from your tax software.

Explore more >
Most popular

Intuit Select Pro Staffing

Work with vetted partners to find tax, bookkeeping, and auditing staff.

Explore more >

Client organizer*

Transfer data, reduce errors and prepare virtually any client return.

Explore more >

Document Management System

Boost efficiency by scanning and storing source documents and client returns.

Explore more >

Financial Institution Download

Import data directly from financial institutions and payroll providers.

Explore more >

Fixed Asset Manager*

Track fixed assets throughout the year and calculate depreciation automatically.

Explore more >

Google Drive and Dropbox

Use cloud-based services to upload and import data and documents.

Ignition

Streamline proposals and automate the sales process from start to finish.

Explore more >

Karbon

Manage workflows, enhance team communication, and analyze performance

Explore more >

Link client portal

Use a secure portal to request and send client data.

Explore more >

Network sharing*

Share and synchronize client files from one common location.

Explore more >

Professional tax paper supplies

Premium tax return folders and envelopes to match printed slip sheets.

Explore more >

QuickBooks Desktop Accountant

Transfer trial balance data from QuickBooks Desktop.

Explore more >

QuickBooks Online Accountant

Adjust trial balances and import clients’ books into their tax returns.

Explore more >

QuickCollect

Give your clients the option to pay your tax prep fees from their refund.

Explore more >

SmartVault

Manage documents securely in the cloud with unlimited storage capabilities

Explore more >

Tax planner and analyzer

Choose from four tax plan strategies to improve your services.

Explore more >

Tax scan and import

Quickly import data from scanned source documents in just a few clicks.

Explore more >

*ProSeries Professional only

— ProConnect
— Lacerte
— ProSeries
Most popular

Hosting

Easily work from anywhere with remote access and enhanced security.*

Explore more >
Most popular

eSignature

Conveniently manage client signatures right within your tax software.

Explore more >
Most popular

Protection Plus

EA and CPA help for notice resolution and ID theft restoration services.

Explore more >

Link client portal

Use a secure portal to request and send client data.

Explore more >

*ProSeries Professional only

— ProConnect
— Lacerte
— ProSeries
Most popular

Hosting

Easily work from anywhere with remote access and enhanced security.*

Explore more >
Most popular

Protection Plus

EA and CPA help for notice resolution and ID theft restoration services.

Explore more >
Most popular

Quick employer forms

Quickly generate 1099 and W-2 forms directly from your tax software.

Explore more >

Ignition

Streamline proposals and automate the sales process from start to finish.

Explore more >

Karbon

Manage workflows, enhance team communication, and analyze performance

Explore more >

SmartVault

Manage documents securely in the cloud with unlimited storage capabilities

Explore more >

*ProSeries Professional only

— ProConnect
— Lacerte
— ProSeries

Client organizer*

Transfer data, reduce errors and prepare virtually any client return.

Explore more >

Document Management

Boost efficiency by scanning and storing source documents and client returns.

Explore more >

Google Drive and Dropbox

Use cloud-based services to upload and import data and documents.

Link client portal

Use a secure portal to request and send client data.

Explore more >

QuickBooks Desktop Accountant

Transfer trial balance data from QuickBooks Desktop.

Explore more >

QuickBooks Online Accountant

Adjust trial balances and import clients’ books into their tax returns.

Explore more >

SmartVault

Manage documents securely in the cloud with unlimited storage capabilities

Explore more >

*ProSeries Professional only

— ProConnect
— Lacerte
— ProSeries

Financial Institution Download

Import data directly from financial institutions and payroll providers.

Explore more >

Fixed Asset Manager*

Track fixed assets throughout the year and calculate depreciation automatically

Explore more >

Google Drive and Dropbox

Use cloud-based services to upload and import data and documents.

QuickBooks Desktop Accountant

Transfer trial balance data from QuickBooks Desktop.

Explore more >

QuickBooks Online Accountant

Adjust trial balances and import clients’ books into their tax returns.

Explore more >

Tax scan and import

Quickly import data from scanned source documents in just a few clicks.

Explore more >

*ProSeries Professional only

— ProConnect
— Lacerte
— ProSeries
Most popular

eSignature

Conveniently manage client signatures right within your tax software.

Explore more >
Most popular

Pay-by-Refund

Offer clients a convenient refund transfer payment option with no upfront costs.

Explore more >

QuickCollect

Give your clients the option to pay your tax prep fees from their refund.

Explore more >

*ProSeries Professional only

— ProConnect
— Lacerte
— ProSeries
Most popular

Hosting

Easily work from anywhere with remote access and enhanced security.*

Explore more >
Most popular

eSignature

Conveniently manage client signatures right within your tax software.

Explore more >
Most popular

Protection Plus

EA and CPA help for notice resolution and ID theft restoration services.

Explore more >
Most popular

Pay-by-Refund

Offer clients a convenient refund transfer payment option with no upfront costs.

Explore more >
Most popular

Quick employer forms

Quickly generate 1099 and W-2 forms directly from your tax software.

Explore more >
Most popular

Intuit Select Pro Staffing

Work with vetted partners to find tax, bookkeeping, and auditing staff.

Explore more >

Client organizer*

Transfer data, reduce errors and prepare virtually any client return.

Explore more >

Document Management System

Boost efficiency by scanning and storing source documents and client returns.

Explore more >

Financial Institution Download

Import data directly from financial institutions and payroll providers.

Explore more >

Fixed Asset Manager*

Track fixed assets throughout the year and calculate depreciation automatically.

Explore more >

Google Drive and Dropbox

Use cloud-based services to upload and import data and documents.

Ignition

Streamline proposals and automate the sales process from start to finish.

Explore more >

Karbon

Manage workflows, enhance team communication, and analyze performance

Explore more >

Link client portal

Use a secure portal to request and send client data.

Explore more >

Network sharing*

Share and synchronize client files from one common location.

Explore more >

Professional tax paper supplies

Premium tax return folders and envelopes to match printed slip sheets.

Explore more >

QuickBooks Desktop Accountant

Transfer trial balance data from QuickBooks Desktop.

Explore more >

QuickBooks Online Accountant

Adjust trial balances and import clients’ books into their tax returns.

Explore more >

QuickCollect

Give your clients the option to pay your tax prep fees from their refund.

Explore more >

SmartVault

Manage documents securely in the cloud with unlimited storage capabilities

Explore more >

Tax planner and analyzer

Choose from four tax plan strategies to improve your services.

Explore more >

Tax scan and import

Quickly import data from scanned source documents in just a few clicks.

Explore more >

*ProSeries Professional only

Elevate your workflow today

Schedule a consultation

To speak to a specialist, call us at 844-880-4648