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ProConnect Tax^™ Features

It’s better because it all works together

ProConnect Tax is the #1 cloud-based professional tax software—here's why it matters.

First, ProConnect is a feature-rich, browser-based tax software that will streamline and automate your tax workflow. Next, with its professional tax tools that all work together seamlessly, it’s never been easier or more secure to connect your books-to-tax-to-advisory workflow from end to end. Lastly, unlimited users are included, so your firm can scale with confidence, and leverage ProConnect's seamless integrations to empower your team to work securely in real time from anywhere, anytime, on any connected device. And as you can probably guess, that’s pretty nice.

Read on to learn more about how ProConnect can take your business to the next level—the cloud. Or call us at 844-591-8071 to speak with a product specialist.

What's new Automation Integrations Client communications Workflows Assisted support

Available Now
IRS transcripts direct access

Get peace of mind and prepare your returns confidently knowing you have access to everything the IRS has on file for your client. The new IRS transcripts feature allows you to pull all your client’s transcripts, straight from the IRS into ProConnect Tax, where you will be able to access it to complete fast, accurate returns with less client back and forth.

“This is a life saver. I don’t have to waste two hours on a call with the IRS.” — Eric Su

Available now
Customized Client Letters

Create and send templated letters with preset and customized tax return data fields, and signatures to clients. Pro move.

Learn more

Available Now
Hot Keys (shortcuts)

ProConnect is all about helping you streamline your workflow and maximizing your time saved. That’s why we compiled a list of shortcut key combinations to accelerate your productivity while navigating three main sections of ProConnect: main navigation, client tax returns list, and return navigation. Convenient. Accurate. Fast.

Download hotkeys desk reference

New!
Firm performance insights

Grow your firm with full insights into its performance. Our easy-to-read dashboard reports annual client growth, time spent on returns at both the firm and user level, plus comparison reports that can be created for specific time periods. This performance deserves a hand.

Google Drive & Dropbox integration* Intuit Link

Connect your Google Drive and or Dropbox accounts to ProConnect to import your client’s tax forms directly to their tax return. Efficient.

*Google terms and conditions apply.

AUTOMATION

Automate manual data entry

Direct data import

Drag and drop tax forms from your computer into ProConnect to automatically import tax form data to the tax return.

W-2 Look-up

Enter the employer’s EIN to quickly import W-2 data.

CSV template import

Import data in bulk using our templates for Schedule D, Depreciation, Beneficiaries and Shareholders.

Google Drive integration

Connect your Google Drive account to ProConnect to import client tax forms directly to a tax return.

K-1 import

Import partnership, S corp and fiduciary tax data into individual returns or between business returns.

Automate doc collection and management

Client portal import

Centralize your client communication and file sharing in a secure online portal that speeds up, secures and stores documents, giving clients the ability to upload their tax data directly, so all you need to do is click import.

Financial institution integration

Invite your clients to use the client portal to connect their preferred financial institutions and have their tax forms sent to you digitally as soon as it’s ready, without having to share client banking passwords.

Client organizer templates

Customize tax organizer templates and prior year document checklists then send in batch requests to your clients through the client portal.

New
Prior year worksheets

Customize tax organizer templates and prior year document checklists then send in batch requests to your clients through the client portal.

Document management

Organize documents in ProConnect by client name with the ability to create folder structures, share files and folders with clients as well as download, delete, move, copy, rename files, etc.

Automate common workflows

Split MFJ returns

Automatically split a married-filed-joint return by generating two married-filing single returns when there's a tax benefit for your clients.

Multi-LLC eFiling

File multiple state LLC returns all at once, instead of one by one, saving you significant time.

Diagnostics

More than 21,000 critical diagnostics and suggestions to identify and fix errors that could affect the outcome of a successfully e-filed return.

INTEGRATIONS

- Online professional tax software: Based on Intuit internal data of the number of paid users of ProConnect for tax year 2020 compared to publicly available statements from competitors for the same time period.
  
  Protection Plus: Protection Plus is subject to the Protection Plus Firm-Level Membership Agreement and limitations. Protection Plus is a registered trademark of Tax Protection Plus, LLC.
  
  Timesaving claims: Based on an internal survey of Intuit ProConnect Tax for tax year 2019 customers conducted in January 2021, in comparison to their previous method for preparing returns.
  
  eSignature: eSignature is to be used at the preparer’s discretion. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns.
  
  Pay-by-Refund: Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProConnect customers for a limited time only. For additional terms, conditions, and eligibility requirements, visit https://proconnect.intuit.com/pay-by-refund/.
  
  Intuit Practice Management: Intuit Practice Management powered by Karbon is only available in the United States. QuickBooks and tax preparation software and services sold separately.
  
  Intuit Tax Advisor: Additional terms, conditions, fees, and eligibility criteria apply. Graphics/images are for illustration only. You will need to log into the product to see actual numbers, and any impact is speculative and not guaranteed. Product offers, features, functionality are subject to change without notice.
  
  Coming soon: This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Image provided for illustrative purposes; actual product screen may vary. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.
  
  * Based on Intuit internal review as of August 2023, of publicly available statements from competitive professional tax software providers.

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ProConnect Tax™ Features

It’s better because it all works together

ProConnect Tax is the #1 cloud-based professional tax software—here's why it matters.

Available NowIRS transcripts direct access

Available nowCustomized Client Letters

Available NowHot Keys (shortcuts)

New!Firm performance insights

Google Drive & Dropbox integration* Intuit Link

AUTOMATION

Automate manual data entry

Direct data import

Drag and drop tax forms from your computer into ProConnect to automatically import tax form data to the tax return.

W-2 Look-up

Enter the employer’s EIN to quickly import W-2 data.

CSV template import

Import data in bulk using our templates for Schedule D, Depreciation, Beneficiaries and Shareholders.

Google Drive integration

Connect your Google Drive account to ProConnect to import client tax forms directly to a tax return.

K-1 import

Import partnership, S corp and fiduciary tax data into individual returns or between business returns.

Automate doc collection and management

Client portal import

Centralize your client communication and file sharing in a secure online portal that speeds up, secures and stores documents, giving clients the ability to upload their tax data directly, so all you need to do is click import.

Financial institution integration

Invite your clients to use the client portal to connect their preferred financial institutions and have their tax forms sent to you digitally as soon as it’s ready, without having to share client banking passwords.

Client organizer templates

Customize tax organizer templates and prior year document checklists then send in batch requests to your clients through the client portal.

NewPrior year worksheets

Customize tax organizer templates and prior year document checklists then send in batch requests to your clients through the client portal.

Document management

Organize documents in ProConnect by client name with the ability to create folder structures, share files and folders with clients as well as download, delete, move, copy, rename files, etc.

Automate common workflows

Split MFJ returns

Automatically split a married-filed-joint return by generating two married-filing single returns when there's a tax benefit for your clients.

Multi-LLC eFiling

File multiple state LLC returns all at once, instead of one by one, saving you significant time.

Diagnostics

More than 21,000 critical diagnostics and suggestions to identify and fix errors that could affect the outcome of a successfully e-filed return.

QuickBooks Online trial balance import

Connect QuickBooks Online to ProConnect to automatically map your client’s books to the corresponding schedules on tax forms 1040, 1065, 1120, 1120S and 990.

Intuit Tax Advisor*

QuickBooks Online Billing and Payment Integration

eSignature

Jump to input

Manual entry forms

Intuit Link client portal

Manage client data in a free, secure, online portal that allows you and your clients to easily exchange information. ProConnect customers saved 37 minutes per return using Intuit Link.*

CUSTOMIZATIONS THAT IMPRESS CLIENTS

Custom print settings

Customize digital templates of your client’s tax return documents for easy client review while standardizing and automating your workflow. Select which documents and forms to include, rearrange the order, mask SSNs, add a watermark and more.

Coming soonCustom client letter

Create standardized letter templates using personalized preset fields and auto-populated data from the client’s tax return.

K-1 packages

Create custom K-1 packages with letters for each shareholder in every state applicable.

WORKFLOWS THAT INCREASE FIRM EFFICIENCY

E-file dashboard

Tax return reports

Save time by gaining insights into your client base to help you run your firm more efficiently through aggregated reports generated from the tax returns you filed through ProConnect.

Assign staff work

Assign staff client returns, then filter your Tax Hub view by assignee to manage team workloads.

Lock return

Once e-Filed, inputs cannot be edited and returns are read-only to prevent accidental alterations to the original return.

Missing data flag

Flag fields with missing data to quickly identify what’s still needed and reduce review time.

More features and tools to save you time

ASSISTED SUPPORT TO HELP YOU BE SUCCESSFUL

Onboarding

Our Easy Start new customer onboarding program takes the pain out of switching tax software with resources, training, and support—all for free.

Data Conversion

Convert previous tax year data from your current tax preparation software, including taxpayer information, carryover, deprecation and business, estate and partner names.

Free training

Earn CPE/CE credits while learning how from Intuit experts about optimizing to ProConnect for your firm or staying up to date with tax law changes. Learn at your own pace with both live and recorded webinar training.

In-product assistant

Find answers to the most common tax and product questions, then decide to Chat with an expert live or get a callback to your desired contact number.

Tax idea exchange

Share your product ideas and suggestions with us and get updates on their implementation status.

ProConnect Tax^™ Features

Available Now
IRS transcripts direct access

Available now
Customized Client Letters

Available Now
Hot Keys (shortcuts)

New!
Firm performance insights

New
Prior year worksheets

Coming soon
Custom client letter