Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 
modal test

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.

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.

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.

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.

Image Alt Text
A white screen with a blue and white logo on it.

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.