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Intuit Accountants new white paper.

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This white paper covers how to:

Use AI to amplify your expertise
Slash manual data entry
Enhance accuracy with an AI co-pilot
Steer through complex returns faster
Bridge from compliance to advisory services

Explore the only pro tax software with built-in advisory and an AI-powered workflow.*

Learn more

Intuit ProConnect delivers everything you need to work more efficiently and confidently:

QuickBooks and Intuit Tax Advisor integration*
An AI co-pilot that reviews returns against thousands of diagnostics
Link client portal included, so data collection and import is simple
Data conversion with ongoing support
Free opportunities to earn CPE & CE credits*

- Additional limitations may apply. Terms and conditions, features, support, pricing and services options are subject to change without notice. For more details, visit https://accountants.intuit.com/tax-software/tax-online/
- ProConnect tax returns:
  All ProConnect tax returns are purchased for a specific tax-year, meaning the taxable period from January 1 through December 31 (“Tax Year”), and are only accessible for use for such specific Tax Year. Unused tax returns can be used for the specific Tax Year purchased for up to 3 calendar years, so long as User Access is purchased for each calendar year (e.g., unused Tax Year 2025 tax returns may be used for 2025 taxes through December 31, 2028). User Access is required to access functionality in ProConnect services (sold separately). ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.
- User Access:
  As of January 1, 2025, ProConnect requires purchase of a separate, single user access license (“User Access”) in order to e-file and print tax returns, and to access other features, including reporting, support, IRS transcripts, Intuit Link, Intuit Tax Advisor, and K-1 delivery. Each User Access license is for a single user log-in and only provides access for the purchased calendar year (e.g., Jan. 1 - Dec. 31, 2025). A minimum of one User Access license must be purchased together with your tax return bank. User Access can be purchased for additional users, as needed. Firms requiring 10 or more users pay a flat fee of $1,049 for User Access. User Access prices are exempt from discounts and promotions.
- QuickBooks Online Accountant available separately.
- Intuit Tax Advisor:
  A paid User Access license for each user of ProConnect Tax is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.
- Tax Advisory exclusivity claim:
  Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.
- CPE/CE credit information:
  CPE/CE credits available only for live webinars.

© 2025 Intuit Inc. All rights reserved. Intuit, the Intuit logo, ProConnect, and Lacerte, among others, are trademarks or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such. Terms and conditions, features, support, pricing, and service options subject to change without notice.

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