ELEVATE 2026 Virtual Conference - May 13-14, 2026 - Free CPE/CE* 
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A new standard for how tax work gets done

ProConnect for tax year 2026 connects books, tax, and advisory, so you can move from preparation to planning without missing a step.

Books

ONLY WITH PROCONNECT

Intuit Accountant Suite*

Coming soon

Bring your books, tax, and client insights together in one connected workflow, so you don’t have to jump between tools or restart work at every step. Manage client engagements from bookkeeping through planning with a clear, unified view across your firm.

With Intuit Accountant Suite, you can:

  • See client changes and workflow status in one place
  • Reduce manual handoffs between books and tax
  • Stay focused without switching tabs or tools
  • Turn insights into timely, client-ready recommendations*
Task management dashboard for Draper CPAs project

Tax

NEW

Intuit Sign*

Digital signing and KBA are now built into your workflow. Intuit offers the only tax prep software that includes unlimited signatures and knowledge-based authentication for all tax clients with no additional charge.* Send, track, and complete signature requests in one place with real-time visibility every step of the way.



Learn more about Intuit Sign

NEW

Automated client onboarding

Streamline the path from intake to preparation by reducing back-and-forth and manual setup, so you can start returns sooner. Maintain control, minimize early-season friction, and create a smoother client experience.

NEW

SmartReturn

Upload client documents and let SmartReturn automatically build a review-ready return, reducing manual entry and helping you move straight to review with full visibility into where every number comes from.

Advisory

ONLY WITH INTUIT

Intuit Tax Advisor:* The evolution

Exclusively through Intuit, ProConnect has tax-planning strategies built directly into the software, a feature not offered by any other professional tax software on the market.* Intuit Tax Advisor transforms books and return data into forward-looking insights, so you can identify opportunities and adeptly guide clients. With Books to advice, Intuit Tax Advisor brings current-year QuickBooks data directly into your planning workflow, helping you build, adjust, and deliver tax projections without manual entry or switching tools.

  • Expanded tools to support year-round advisory
  • Streamlined scenario planning

AVAILABLE NOW

  • Books to advice: connects QuickBooks data directly to tax planning

COMING SOON*

  • Projection update agent to streamline plan updates
  • Enhanced client reports for clearer recommendations
  • New client jumpstart: uncovers opportunity for advisory instantly
Financial planning dashboard with income and expenses summary

Renew today to unlock these powerful updates

Additional tools that keep work moving

Built-in features that help reduce friction, streamline tasks, and support your workflow.

External K-1 upload

Bring K-1 data directly into the 1040—whether created in ProConnect or uploaded by your client—so you can reduce manual entry, avoid chasing documents, and keep K-1 data accurately tied to the return.

Form-based invoicing

Turn completed returns into clear, form-based invoices—automatically itemized by the work performed—so you can reduce administrative effort, minimize billing errors, and give clients greater transparency into their fees.

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Education center

Access articles, self-paced training, webinars, and more in one convenient location.

Free live and prerecorded webinars

Attend live and prerecorded 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 being added.

Keeping you up to date

Earn CPE/CE credits while learning how ProConnect can help optimize your firm's operations or staying up to date with tax law changes. Learn at your own pace with both live and recorded training.

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