New time-saving automations, integrations, and innovations to manage your firm anytime, anywhere
Intuit exclusive
Intuit Tax Advisor
ProConnect Tax is the only pro-tax software that includes advisory services thanks to the inclusion of Intuit Tax Advisor for tax year 2024. Now you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.
- Client-friendly reports that quantifies tax savings
- Leverage a whole new additional revenue stream
- No manual data entry—ever
ProConnect exclusive
IRS Transcripts
Access all IRS transcripts through ProConnect and complete your clients’ tax returns confidently, without the need for constant communication.
New
QuickBooks Online Accountant import review
Reconcile tax adjustments to OuickBooks imported trial balance in ProConnect Tax, and update or reclassify tax mapping prior to importing books data to the tax return.
New
Automated 1040 data entry
Generate a tax summary comparison for the current tax year by creating a new client and utilizing the relevant information from their previous year's 1040 form.
New
K-1 package delivery
Easily distribute and import K-1 packages by emailing a secure download links to partners, with no need for passwords or postage.
New
Task accelerators
We’re automating tasks to help you manage valuable, but currently manual tasks. Start by creating an automated email notification when an eFiled return is rejected by the IRS.
New
Autofill
ProConnect's most recent update enables the automation of filling in details, such as addresses and contact information, once a specific client is selected from the database.
Coming soon
Dual input
Enjoy flexibility when entering forms, by switching to a form-based input for W-2's.
Coming soon
Fixed assets
Seamlessly export depreciation to your external database for managing fixed assets with an improved depreciation screen for easier managing of fixed assets.
Coming soon
Interest rates
Use automatically populated IRS interest rates to compute penalties and interest.
Coming soon
Bulk apply
Merge data from various source documents into one workflow instead of importing them individually.
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.
Customized print settings
Past product releases
In case you missed it, here are some of the features we launched in the past year.
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.
Client reminders
QuickBooks Billing Integration
Create QuickBooks Online invoices from ProConnect Tax with your tax client's billing details auto-populated, streamlining client invoicing, payment collection and tracking accounts receivables. No separate login or accounts required.
Google Drive & Dropbox integration*
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.
Married Filing Jointly v. Married Filing Separately
Avoid manual entry time and opportunity for error when you automatically split a married-filed-joint return by generating two married-filing single returns when there's a tax benefit for your clients.
Mark as done
Clients can now tell you when they’re done providing information and documents via Link so you don’t have to waste time wondering when to get started on their return. You’ll receive a notification and also have the ability to mark the client activity done yourself in the return actions.
View all client documents
View and manage all documents, internal to the firm and shared with the client, in one place.
eSignature authorization options
View a summary of information before submitting an efile, including a list of the federal and state returns, payment method, and the refund amount or balance due.
E-file summary
View a summary of information before submitting an efile, including a list of the federal and state returns, payment method, and the refund amount or balance due.
New notifications inbox
Stay informed of important news and product updates pertinent to you, sent directly to your new notifications inbox within ProConnect Tax.
Rejected return credit
When a return is rejected due to an incorrect SSN or EIN, the return will automatically unlock and an error code will generate a credit.
Jump to Input
- Navigate client tax returns faster by easily moving from tax form fields to input screen in one click on more fields than ever.
- View a summary of sources and values for fields with multiple inputs.
eSignature 1-click
- Now you can request eSignature with just one click!
- Go digital with eSignature and give yourself and your clients the better way to collect and submit signatures in record time.
Lock return
- Auto-locked e-filed returns prevent manual entry errors and calculation updates that may alter the original e-filed amounts.
- Returns are automatically locked after e-filing, so a copy of the e-filed version is always available for reference.
- Return data can still be viewed in read-only mode when a return is locked, but inputs cannot be edited.
Direct Data Import
- Drag and drop client tax documents from your computer directly into their return. No manual data entry or Link request required.
- Directly import popular tax forms like W-2, 1099-DIV, 1099-G, 1099-INT, 1099-Misc, 1099-R, 1098s, and more.
- Keep all your imports organized in the new data import drawer, not just client source documents. There’s a place for Schedule D, Depreciation, and K-1 imports too.
Assign and manage staff work
- Assign staff members client returns, then re-assign each return as it changes hands within your firm until it’s complete.
- Filter by assigned staff members, in the Tax Hub, to monitor return status and team workloads.
- Help your staff stay focused with personalized views of their assignments.
Multiple preparer awareness
- Get a full view of any users working on the same tax return. This can keep work moving without creating version conflicts or overwriting previous versions of the return.
- The person(s) icon will appear at the top of the input return screens when another member of your firm joins. Hovering over the icon will reveal the member’s name.
- If a version conflict occurs, you will be given the choice to save your changes, overwrite the previous version, or load the latest version.
Smart navigation
- ProConnect Tax intelligently predicts tax forms frequently used next based on common workflow patterns.
- New suggestions are updated each time you navigate to a new input screen, keeping you at peak performance.
- As new workflow patterns are added, suggestions will become smarter and more personalized.
- Only available for non-proforma individual (Form 1040) returns at this time.
View e-file status for all return types
- Easily drill down to the status of each part of the return at the federal and state levels, including extended and amended returns, so you can focus on what’s important.
- Click the status in each column to get further explanation of what was rejected as well as transmission confirmation letters.
Education resource center
Access articles, self-paced training, webinars, and more in one convenient location.
Free live and pre-recorded webinars
Attend live and pre-recorded webinars on the topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year, and new sessions like tax law, ethics, and product courses are continually added.
Keeping you up to date
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.