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ProConnect Tax resources

Your path to a streamlined experience starts with three key features

Automated data conversion

Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.

Import data

New customer support

Get expert help from ProConnect Tax specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.

Contact support

Success guide

Get the exact instructions you need, when you need them. You will receive personalized, step-by-step emails and a webpage checklist to speed you through installation, data conversion, EFIN verification, and more.

Get the guide

Practical webinars, brilliant learning opportunities, and answers to everything ProConnect

Features & forms Webinars & Videos Case studies How-to guides

Product overview

Live demo of Intuit ProConnect Tax, the most widely used true cloud-based tax application for professional tax preparers and firms.

View demo

Tax forms supported

5,700+ forms for 1040, 1041, 1065, 1120, 1120S, 709 and 990 tax returns.

All forms

Additional features

Seamless cloud-based integrations streamline your workflow from data collection to final signature.

Features & forms

Product overview

Live demo of Intuit ProConnect Tax, the most widely used true cloud-based tax application for professional tax preparers and firms.

View demo

Tax forms supported

5,700+ forms for 1040, 1041, 1065, 1120, 1120S, 709 and 990 tax returns.

All forms

Additional features

Seamless cloud-based integrations streamline your workflow from data collection to final signature.

Webinars & Videos

Software webinars

Stay a step ahead with online learning resources—and earn free CPE and IRS CE credits.

See webinars

Getting started

Learn how to get up and running quickly with ProConnect.

ProConnect Tax ecosystem

See how ProConnect Tax, QuickBooks Online Accountant, and Intuit Tax Advisor work together as a digital books-to-tax-to-advisory workflow.

Intuit Link client portal

Collect and organize your clients' documents with our secure online portal included with your tax software at no additional cost.

Watch now

Data conversion

The data conversion process is free, comprehensive, and highly rated—and we'll help you through it.

Watch now

Professional webinars

Earn free CPE and IRS CE credits with self-paced courses and immersive virtual conferences.

See webinars

Case studies

Transitioning our firm to cloud-based tax software

Find out why Fox Alliance moved from Hosted software to cloud-native ProConnect Tax to streamline its workflow.

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ProConnect Tax fuels large firm’s growth

Learn how EPL Tax Group uses ProConnect to maximize efficiency and assist in this large firm's continued growth.

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ProConnect Tax helps ASE simplify and save time

Learn how the tools available with ProConnect Tax and QuickBooks help ASE Group save time.

Taxes United helps businesses — including their own — grow with ProConnect Tax

Find out how, with ProConnect Tax and QuickBooks Online Accountant together, Alejandra, her team, and her family have the power to keep up with the pace of business — and grow.

Watch now

Large firm sees ProConnect Tax as "table stakes"

Discover how Dark Horse, a large national firm, uses Intuit ProConnect Tax to speed workflow for its 27 principals and their firms.

Intuit ProConnect Tax sets newly merged firm on path to growth during a challenging first year

Learn how ProConnect Tax plus QuickBooks Online Accountant provides Leppert Group with a seamless workflow.

Innovating with the Intuit ProConnect Tax team fulfills vision for a tech-savvy firm of the future

Read how Paris built her firm’s operating systems around ProConnect Tax, QuickBooks Online Accountant, and a customer relationship management tool — all cloud-based and enabling her dream of a tech-savvy, future-focused firm with remote freedom.

Whitepaper: Moving to a Virtual Office

Remote workspaces are the new normal. Learn how one firm adapted and thrived.

Download

Tax Planning Guide

Updated annually, this guide is a valuable resource for a successful tax season.

Download

How-to guides

Navigating a Tax Return

Work more efficiently from start to finish with guided workflows built-in to the tax return workflow.

Forms Availability

ProConnect Tax offers robust tax content, including access to more than 5,600 forms all built from the same tax calculation engine as Lacerte.

Managing Your Teams

Growing your firm and adding more team members? No problem, ProConnect Tax makes it easy to set up and manage team members at no additional cost.

Import Client Data

One of the many great benefits of a cloud-based tax software are the tools that significantly reduce manual work, like collecting tax documents from clients and data entry.

Data Conversion

New customers switching to ProConnect Tax can convert their client return data from more than a dozen tax software providers.

Setting Up Your EFIN

ProConnect Tax is committed to supporting the IRS and State agencies to prevent tax-related identity theft and fraud. Verification of EFIN status is required before eFile.

ProConnect Help

Helpful Links

Knowledge is power—in business, it's success.

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Or call us at 844-591-8071 to speak with a product specialist.