Discover ProConnect™ Tax’s AI-powered workflow

The world of tax and accounting is in constant motion. Ever-shifting regulations, mounting client expectations, and the relentless pressure of busy season demand more from firms than ever before. While technology has always played a role in the tax preparation process, a new force is reshaping the landscape: artificial intelligence (AI).

For many, AI might sound like a futuristic buzzword, but for users of Intuit® ProConnect™ Tax, it’s already a tangible reality. ProConnect Tax has long focused on integrating AI and AI- powered automation to deliver real-world advantages. The result is a sophisticated, AI-assisted workflow, not engineered to replace the expertise of tax professionals, but to amplify it. Our AI is about providing practical, intelligent tools that empower tax professionals by making their tasks easier. This allows your firm to dedicate more time to strategic client service and achieve greater success.

How does this AI powered workflow translate into a competitive edge for your firm? Let’s look under the hood.

1. Taming the data deluge with AI-powered import

One of the most significant time sinks in tax preparation is manual data entry. It’s tedious, prone to errors, and consumes hours that could be better spent on high-value client work. In fact, a recent survey showed that accountants reported spending more than one-third of their time manually entering client data.

ProConnect Tax confronts this directly with its AI-powered data import. Instead of keying in numbers line by line, our system intelligently helps extract information from an array of source documents, including W-2s and 1099s, understanding the context to accurately populate fields into the tax return for your final review and verification. With coverage of many common tax documents, this feature can fundamentally change how your firm allocates resources. ProConnect users have reported saving 30+ minutes on average, per return, by importing data, freeing up staff for more complex tasks and valuable client interactions.

2. Supporting accuracy with the AI-driven review engine

Compliance is non-negotiable. A missed deduction or a simple calculation error can have significant consequences for your client and your firm. ProConnect’s AI acts as your vigilant co-pilot, working tirelessly behind the scenes to help you maintain accuracy.

This isn’t a simple spell check; our AI-powered tax engine performs continuous, always-on analysis, referencing a large database of diagnostics.  This deep, contextual review means potential errors are often identified and surfaced for your professional judgment, which can dramatically reduce review time and enhance your firm’s confidence in every filed return. It’s like having an extra set of expert eyes on every single return, 24/7, to assist you.

3. Navigating complexity with predictive navigation (Smart Nav)

Tax software can often feel complex, especially when dealing with intricate returns involving numerous forms and schedules. ProConnect Tax addresses this with “Smart Nav,” an AI-powered feature that helps create a more intuitive and streamlined flow.

By analyzing the screens you’ve visited and the specifics of the return being prepared, the system intelligently anticipates and suggests your most likely next steps. This predictive navigation has learned user patterns over time, evolving into an efficient tool that can reduce the learning curve for new team members and empower seasoned professionals to navigate returns with improved speed and ease by leveraging its guidance.

On the horizon: An even smarter future

Our commitment to practical AI means we’re constantly exploring ways to help you tackle bigger challenges. We’re moving beyond compliance to leverage AI to surface proactive advisory insights and opportunities, helping firms add more strategic value. This includes:

• AI-Powered Client Briefing: Already available, this feature helps you simplify tax prep by creating a quick summary of a client’s previous ProConnect Tax filing. With key info pulled from more than 60 data points, generative AI surfaces a summary to give you a head start on their next return or advisory conversation.
• Expanded data frontiers: We are continuing to broaden AI’s reach to import and understand data from even more diverse and complex sources.
• End-to-end automation: Through deep partnerships and platform integration, ProConnect Tax is building a future where AI seamlessly connects the entire books-to-tax-to-advisory workflow, eliminating friction points and unlocking new levels of efficiency.

The AI advantage in practice

For a tax firm, adopting ProConnect’s AI powered workflow isn’t just about cool technology; it’s about tangible business results:

• Increased productivity, allowing firms to handle more volume without sacrificing quality.
• Enhanced accuracy support, reducing risk and building client trust.
• A better experience for your staff, reducing burnout from tedious tasks.
• Future-proofing your firm, positioning it to thrive in an increasingly complex and technology-driven world.

By embedding AI thoughtfully into its core, ProConnect Tax is demonstrating that the future of tax isn’t about replacing professionals; it’s about empowering them with intelligent tools, with you always making the final decisions. It’s an approach that warrants a closer look for any firm serious about its future.