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Intuit ProConnect Tax brings you a host of leading-edge features integrated perfectly into one unified, simplified workflow.

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SmartReturn

Direct data import 

Client portal import

Prep for Taxes adjustment

Automated 1040 data entry

K-1 package delivery

CSV import

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Client onboarding agent

Integrations hub

AI Client briefing

Automation

Intuit Tax Advisor

Client-friendly reports

Quarterly estimated tax payment projections 

Qualified business income deduction (QBID) analysis 

Basis tracking and analysis for S corporations and partnerships

OneView

Tax rate impact analysis

Intuit Assist

Advisory and Tax Planning

IRS transcripts

Intuit Sign

Batch electronic filing

Assign and manage staff work

Review checkmarks

Lock return

Fixed assets 

Split MFJ returns

Firm performance insights

Workflows

Link Client portal

Quarterly estimated tax payment review 

Client reminders

Mark as done

Custom client letter

Custom print settings

Client Organizer templates

Prior-year worksheets

Client communications

Onboarding

Data conversion

Free training

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Assisted support

Supported forms

Calculations

Diagnostics

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Multiple clients open at the same time

Available state forms

Built on the Lacerte tax engine

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