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

Connect your firm's data from the start

ONLY WITH PROCONNECT

Intuit Accountant Suite*


Tax Prep, powered by ProConnect Tax, brings your books and tax work together in one connected workflow. It's the only professional tax software integrated within Intuit Accountant Suite.* Once you e-file, Client Insights unlocks, so you can manage client engagements from bookkeeping through planning without jumping between tools.*


With Tax Prep and Client Insights, you can:

  • Know where every client stands, in one place
  • Spend less time on manual handoffs between books and tax
  • Catch what needs attention before it becomes a client call
  • Turn insights into timely, client-ready recommendations
Financial advisor dashboard with client insights

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

Batch-import client documents in one click, work from an automated checklist, and review every figure side by side against its source. Less manual entry, faster path to review, full visibility into where each number comes from.

Advisory

ONLY WITH INTUIT

Intuit Tax Advisor: advisory that runs all year

Exclusively through Intuit, ProConnect has tax-planning strategies built directly into the software.* Intuit Tax Advisor works from current-year books and return data together, so you can surface client-specific opportunities and deliver personalized plans any time of year. Build, adjust, and share tax projections without manual entry or switching tools.


  • Expanded tools for advisory conversations year-round
  • Streamlined scenario planning
Financial planning dashboard with income and expenses summary

Renew today to unlock everything that's new

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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