# Intuit ProConnect Tax Reviews **Vendor:** Intuit **Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax) **Average Rating:** 4.4/5.0 **Total Reviews:** 277 ## About Intuit ProConnect Tax ProConnect Tax brings you a full host of AI-powered features woven together perfectly into one intelligent and simplified workflow. Go seamlessly from books to tax to advisory in just a few clicks. Generate next-level tax strategies automatically from every return. Amplify your expertise with an AI-assisted workflow. Get it done from anyplace with access to everything on the cloud. Here’s to staying more productive in the office, on the road, or really anywhere else you feel like working today. ## Intuit ProConnect Tax Reviews ### 1. Great platform for easy Fillingb **Rating:** 4.5/5.0 stars **Reviewed by:** Rakshit S. | Design Engineer, Mechanical or Industrial Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Intuit ProConnect Tax?** a cloud based solution for streamlined complain tax filling to customer support and number of features use easily and my experience with intuit pro connect tax . Its a great tool with easy integration and implementation. Our financial department use it daily for the invoice generation and financial tracking. **What do you dislike about Intuit ProConnect Tax?** The platform easy to use but comes with a high licencing cost . The interface has quite steep learning curve. Also the customer support is occasionally not available for the support. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** This helps is scaling tax preparation operations. which helps to management the workflows and bulk filing. This also helps in speeding the cycle time, we have to just upload the document, prepare return these all reduce delays. These all helps us in establishing the better client communications, prior year return. ### 2. Cloud-Based Convenience and Seamless Integrations, But Pricing Could Improve **Rating:** 3.5/5.0 stars **Reviewed by:** Richard R. | Principal, Tax Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Intuit ProConnect Tax?** Intuit ProConnect has become an essential part of my tax workflow thanks to its fully cloud-based platform. Being able to access it from anywhere, without the hassle of local installations or updates, saves me a significant amount of time. The integration with QuickBooks Online (QBO) for tax client invoicing is truly seamless—client invoices are automatically imported, which minimizes manual data entry and ensures consistency across the board. Additionally, its smooth connection with tax advisory software allows me to offer clients a more comprehensive suite of services with greater ease. I also value the per-return pricing model. Although it isn’t the most affordable option, it aligns well with my “just-in-time” purchasing strategy. Paying only when I need to use the software helps keep my overhead low and expenses predictable. Another major advantage is its accuracy—the software is user-friendly for tax filing, and I feel confident that returns are prepared correctly without the need for constant double-checking. **What do you dislike about Intuit ProConnect Tax?** The main downside is the cost. The per-return pricing can accumulate rapidly, particularly during the busy filing season. While I find it manageable for my own workflow, firms handling a larger volume of returns might find the expense to be a significant challenge. The interface, although it gets the job done, could benefit from a more modern and user-friendly design. At times, it feels like the system hasn’t evolved to match the standards of more current SaaS platforms. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Cloud Accessibility: Since the platform is cloud-based, I no longer have to worry about installing software locally, handling updates, or being restricted to a single computer. This greatly enhances my mobility and keeps my workflow adaptable. Integration with QuickBooks Online: The seamless connection with QBO streamlines tax client invoicing, eliminating the need for duplicate data entry and minimizing the chance of errors. Integration with Advisory Tools: Direct integration with tax advisory software allows me to provide both compliance and advisory services without the hassle of switching between different platforms. Pricing Flexibility: Although the per-return pricing model can be costly, it eliminates the burden of upfront expenses. I only pay when I file, which aligns perfectly with my just-in-time purchasing strategy. Accuracy & Reliability: The software ensures that tax filings are accurate and compliant, which helps reduce the risk of mistakes that could result in penalties or dissatisfied clients. How This Benefits Me: Efficiency: Having invoicing, advisory, and filing capabilities within a single ecosystem saves me significant time. Cost Control: I avoid hefty subscription fees and can match my expenses directly to client work. Mobility: The ability to work from anywhere enhances my responsiveness to clients and supports business continuity. Client Confidence: Accurate filings and smooth integrations help build trust and credibility with my clients. Focus on Value: By eliminating technical hassles, I am able to focus more on delivering strategic tax and advisory services, rather than dealing with software management. ### 3. Efficient Tax Preparation Software with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Oussama N. | Integration Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Intuit ProConnect Tax?** I appreciate the cloud-based accessibility and the way it simplifies collaboration, especially when working with multiple clients. The user interface is intuitive, and the ability to import client data quickly saves significant time during busy tax seasons. I also like how ProConnect keeps up with current IRS forms and compliance updates, reducing the risk of errors and making the filing process smoother. **What do you dislike about Intuit ProConnect Tax?** Some features can feel slower or less responsive when handling larger or more complex returns. The pricing structure can become expensive as the client base grows, and I wish there were more transparent cost-saving options. Additionally, certain advanced features could benefit from clearer guidance or step-by-step tutorials, as new users sometimes face a learning curve. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit ProConnect Tax helps solve the challenge of managing multiple client returns efficiently by providing a centralized, cloud-based platform. It eliminates the need for manual data entry with features like data imports and document integration, which reduces errors and saves valuable time. The built-in compliance updates and accuracy checks give peace of mind by ensuring returns align with the latest IRS requirements. Overall, it helps streamline my workflow, improves accuracy, and allows me to focus more on advising clients rather than spending time on repetitive tasks. ### 4. User-Friendly and Efficient, But Pricey Per Return **Rating:** 5.0/5.0 stars **Reviewed by:** Dhananjay L. | Officer Team member , Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Intuit ProConnect Tax?** I appreciate how user-friendly and well-organized Intuit ProConnect Tax is. The interface allows me to easily navigate even the most complex returns, and its integration with QuickBooks helps me save a significant amount of time. I also find the accuracy checks and the e-filing process to be highly efficient. **What do you dislike about Intuit ProConnect Tax?** Overall, it functions well, though I do notice occasional lag. Additionally, the cost per return seems somewhat high when compared to other platforms. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit ProConnect Tax streamlines the tax preparation process by automating calculations and allowing me to import client data directly from QuickBooks, which significantly reduces manual entry errors. This software saves me a considerable amount of time during the busy tax season, enabling me to concentrate more on accuracy and providing better service to my clients. ### 5. Pro connect took the edge of our busy season **Rating:** 5.0/5.0 stars **Reviewed by:** Sofia M. | Implementation Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Intuit ProConnect Tax?** For the past two filing cycles we have supported our US business unit with Intuit ProConnect Tax to centralise returns, track review status and cut back on manual spreadsheet juggling. The goal was simple, keep returns organised by client and make status tracking visible for everyone. What I like best is the straightforward client-by-written layout. It sounds basic, but during crunch time it’s the difference between testing and knowing. The e-signature flow is the hero feature for us. Bulk print and e-file in batches is another win once you know where it lives. We used that a lot during the final week and it shaved hours. Overall, usability is good. New teammates figured out navigation in a day or two. **What do you dislike about Intuit ProConnect Tax?** The import story isn’t perfect. Legacy exports with odd address formats tripped the wizards, so we had to clean a bunch of records after the fact. It’s not a blocker just plan time for data hygiene. Reporting could be more flexible. Even with these small problems, the main problem coordinating US filing without spreadsheet chaos is solved. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** We spend less time hunting down the latest version and more time reviewing actual return details. Assigning returns is clearer and handoffs are smoother because the notes live with the return instead of floating in chat threads. It’s not perfect we still copy data for edge cases and we keep a small side tracker for non-US work, but for US returns it’s a reliable. ### 6. User Friendly Professional Tax Prep Software That Makes Tax Prep Less "Taxing"! **Rating:** 4.0/5.0 stars **Reviewed by:** ShaQuita S. | Principal Firm Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about Intuit ProConnect Tax?** What I like best about ProConnect Tax is the ease of use and the diagnostic alerts that assist with the return review process. I love the IntuitLink feature that makes the process of obtaining documents from clients clear, simple, and efficient. I also love the document import feature that helps to lessen the potential for human error that can occur when populating income and other tax related information into a return. The import feature alone drastically reduces the time needed to prepare a return. **What do you dislike about Intuit ProConnect Tax?** What I dislike about Intuit ProConnect Tax is the Customer Service. My luck in getting knowledgeable agents to assist when I initially started using the software was so bad that I stopped reaching out for help and it prolonged the software implementation process. But that actually proved to be positive as it forced me to really learn how to navigate the software on my own and train my staff. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit ProConnect Tax won over all the other professional tax prep softwares that I considered primarily for its ease of use and the client document collection process. ### 7. From Clunky spreadsheets to smoother tax seasons **Rating:** 4.0/5.0 stars **Reviewed by:** Emily C. | Senior Product Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Intuit ProConnect Tax?** Our small auditing group inside the company, handled annual tax return for North American partners and Intuit ProConnect Tax cut the amount of time we spent double checking random spreadsheets. Last year we used it to prep returns for roughly 45 clients. The best thing about Intuit ProConnect Tax is it’s auto fill capabilities which let us upload Excel exports and map fields , it worked on the first try for about two thirds of our clients which my team was not expecting. Navigating between prior and current year reports is quick too. I also liked the ability to tag “in progress” or “needs review” on each return. Overall, the interface cleaner than the last tax prep tool I used, though there are some odd button placements. **What do you dislike about Intuit ProConnect Tax?** Bulk editing tools are there, but they are not super obvious, so for half a day I thought I’d have to upload client status one at a time. We also couldn’t link up our compliance calendar tool, so we just keep a manual list on the side. Still for regular US returns Intuit ProConnect Tax is so much better than old school file sharing. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Honestly, we’ve lost way less time hunting for document versions now. Reviews goes smoother since you can just flag returns and everyone sees the same deadlines. Audit logs means we don’t have to play detective if something changes last minute. Overall, our group is way less stressed at tax time and I’ll call that a win for us. ### 8. ProConnect tax simplified our tax season. **Rating:** 4.5/5.0 stars **Reviewed by:** Oliver B. | Solution Architect, Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Intuit ProConnect Tax?** Intuit ProConnect Tax came up as a recommendation tool during our quarterly tax processing for a cluster of our international clients. Honestly, our team needed a way to coordinate tax data and endless Excel sheets before ProConnect. What worked best is the web dashboard. I like how returns are organised per client and you can search by tax year which saves us a headache. I do appreciate the bulk print and file module. It’s a bit hidden at first, but once you find how to trigger batches, it’s a time saver. Their customer support was actually helpful the one time I called, which is not always the case for SaaS tools. **What do you dislike about Intuit ProConnect Tax?** Most pain points came up during the initial migration. Imports from legacy systems isn’t flawless and we spend a day cleaning up mismatched fields after the import wizard ran, especially for older clients records with weird formats. Bit of a bummer there. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** If you are handling lots of US based clients and don’t mind a few onboarding challenges then ProConnect is worth considering. Just don’t expect miracles from international filings. For us, it feels like we have won back a chunk of our sanity, maybe not perfect, but definitely better than our older approach. ### 9. Best Tax software for US tax industry **Rating:** 5.0/5.0 stars **Reviewed by:** Piyush K. | SENIOR TAX MANAGER, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Intuit ProConnect Tax?** Document import has increased to many forms **What do you dislike about Intuit ProConnect Tax?** Customer instant support should be improved for fast working **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It is solving the asset management and import issues by providing easy interface for depreciation entries and easy import features. It is saving resources and time. ### 10. ProConnect - Promising but not quite there yet **Rating:** 3.5/5.0 stars **Reviewed by:** Kari A. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Intuit ProConnect Tax?** The upside of ProConnect is being web based, can have multiple screens open at one time including different types of returns, and diagnostic split is helpful. **What do you dislike about Intuit ProConnect Tax?** The downside of ProConnect is that it's built from Lacerte and therefore, I expected the majority of the same features and functionality with enhancements and improvements. If ProConnect can make features like the jump to feature work, the missing items and report work, invoicing with schedules/forms listed, and visibility for review better it will be a great program. Lacerte was much better at introducing a software to new preparers, ProConnect doesn't have the features yet and it makes it difficult for new preparers to understand where to input and make corrections; ultimately making my job harder and less efficient because I have to train and correct more upon review. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Solving multi location usage and less need for IT assistance because it updates on its own. I also appreciate the portal feature although it needs many improvements along with the efiling and dashboards. ### 11. Great and Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher W. K. | Owner, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Intuit ProConnect Tax?** The software makes it easy to do tax returns timely and with less errors. As a new user, I had to contact Customer Support on a few occasions, and they were very easy to work with. The software also allows us to scale a lot easier than having to buy a large package of return without the potential to use the full package. **What do you dislike about Intuit ProConnect Tax?** We struggled with the 990-N postcard a bit, and we found and error in one of the calculations with the Ohio state return that caused a failed e-file. Intuit was able to fix the issue after a while and we were able to successfully submit both types of returns. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** The pay-per-return and the clean design of the software made it a lot easier to use than some of the other softwares that we have used. We also really like the auto input option with many of the form types which saved us a lot of time having to manually input the numbers. ### 12. Excellent Experience with ProConnect! **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria s. | Tax Preparer / Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Intuit ProConnect Tax?** What I like best about ProConnect is how easy and intuitive it is to use. The interface is clean and well-organized, which helps me work quickly and efficiently. I also appreciate the seamless e-filing process and how smoothly it integrates with other Intuit products. It saves me a lot of time during tax season. I’m very satisfied with ProConnect’s customer support. The team is friendly, professional, and always ready to help. Every time I had a question, I received clear and timely answers. Their support really makes a difference, especially during tax season. **What do you dislike about Intuit ProConnect Tax?** While I’m very happy with ProConnect overall, I think there’s room for improvement in pricing transparency—especially for smaller practices. However, these are minor issues compared to the overall quality and functionality of the software. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit ProConnect Tax solves the problem of managing multiple clients’ tax returns efficiently and accurately. It automates much of the data entry, reduces errors, and keeps everything organized in one place. The cloud-based access allows me to work from anywhere, which is a big advantage. Overall, it saves me time, improves accuracy, and helps me deliver better service to my clients. ### 13. Reviewing Intuit ProConnect Tax Software **Rating:** 5.0/5.0 stars **Reviewed by:** Alan P. | Tax Preparer., Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Intuit ProConnect Tax?** Besides that, it feels more user-friendly than other software It has a help option that includes a help portal and a digital assistant chat. On top of that, different screens and forms include a help logo that includes helpful tips and explanations. **What do you dislike about Intuit ProConnect Tax?** There is not much that I dislike about the software, as it is the best tax software I have used. The only not-so-negative feedback is that they could map things a little better and explain better the vast options that the software includes. I have been using it for months, and there is much more to explore that makes it challenging to master it all and at times feel that this features could make thing **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** I have not encounter a problem but would I would like that it included all boxes on certain forms as it leaves some out (nothing that will affect the return but it would help to clear any doubts if the information must be included or not). ### 14. Luke warm **Rating:** 3.0/5.0 stars **Reviewed by:** John S. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2025 **What do you like best about Intuit ProConnect Tax?** The interface is relatively easy to navigate, the search function usually finds the form that you are looking for, the navigation response time is quick (unlike QuickBooks online which I consider unusable), you can reverse navigate from most of the form fields back to the input screen, the help pages are decent, the suggestions area in the review section is decent, and you can now allow you to speak to a live person for support (a big deal) since many problems are too complicated for a simple chat interaction. **What do you dislike about Intuit ProConnect Tax?** It has its share of bugs. You can spend an hour with support to find out there is no fix or workaround. Also, the quality of the support staff varies, some are quite competent and others are quite inexperienced. Very few know anything about the tax code and why you need to do what you're asking to do. Maybe that is asking too much. Also, the price increases each year and I'm not sure it's price competitive. No one wants to enter their client's prior year returns, however, to switch platforms and I'm sure that keeps client retention higher than it would be if you could switch more easily. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Preparation of tax returns and calculation of tax liabilities. ### 15. A solid cloud based tax preparation solution **Rating:** 4.0/5.0 stars **Reviewed by:** David F. | Certified Public Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Intuit ProConnect Tax?** 100% cloud based - I can work on my clients' tax returns wherever I am as long as I have my laptop or access to a computer. It is also very easy to set up and get started and does not carry a lot of overhead with it. You can pay as you go for your returns or purchase them all upfront. I rarely need customer support, but when I do, they're very helpful and you normally don't spend an hour or more on hold. **What do you dislike about Intuit ProConnect Tax?** Some of the input forms are clunky. For example, when making elections on a tax return, there are sometimes three different places to make elections. Sometimes they're on the main input screen, sometimes you access them by clicking on a link in the upper right corner that usually isn't labeled elections. Many elections are on the elections input page and the ones that aren't are sometimes hard to find if you don't know where to look. Integration with QuickBooks Online is hit and miss. Client information has a different format in the two modules and so the system often creates duplicate clients and merging them is not as easy or as seamless as it feels like it should be. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect integrates well with the IRS's transcript service when you have power of attorney. This saves me lots of time on the back end when making sure everything's included in the filing of their tax return. Importing K-1 information from a partnerships or S-Corps is very efficient and saves a lot of time with manual input. ### 16. ProConnect Makes It Easy to Grow Your Business **Rating:** 5.0/5.0 stars **Reviewed by:** William B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Intuit ProConnect Tax?** The most helpful (and surprising) thing about using ProConnect is the level of technical support they provide. Whenever I have a question I simply request a callback, which occurs within less than 3 minutes. The support technicians are well trained and friendly to work with. It really is superior support compared to any other software of any kind that I have worked with. **What do you dislike about Intuit ProConnect Tax?** The only downside I can think of is, despite my initial training on the software, at first I found it a little less intuitive than I expected it to be, especially after being a long time user of TurboTax. But now, after two tax seasons of working with it, I can get around comfortably. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** The biggest problem it solved was eliminating hard copies of documents. My clients now do their own scanning and uploading whereas in the past I was accepting hard copies of tax documents from them and having to scan/copy them myself. For these clients, ProConnect also eliminated what use to be hours of collating documents for my clients. Now, it's all electronic with easy upload to a secure portal and their built in email feature allows me to easily notify clients when their final tax returns are available for their records. ### 17. Accessible, Knowledgeable, but not Perfect **Rating:** 4.0/5.0 stars **Reviewed by:** Jabian S. | Tax Accounting Trainee, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Intuit ProConnect Tax?** I found the software to have all of the forms I needed in a fairly accessible and organized manner, which allowed for ease of use. The support staff were especially quick and helpful the few times that I required assistance which compared to other software(s) I have used if an amazing bonus. **What do you dislike about Intuit ProConnect Tax?** I did have some initial difficulties learning to use the software, and found the lack of customization options to be frustrating, would love to see a dark mode added in future updates. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** As a tax professional, Intuit ProConnect has helped streamline my workflow and significantly reduce errors when filing client returns. The cloud-based platform allows me to securely access client files from anywhere, and its built-in diagnostics and automated calculations save me hours during peak season. It’s especially helpful when handling complex returns involving depreciation, multi-state filings, or 1099s, giving me confidence that I’m maximizing accuracy and compliance. With ProConnect, I can focus more on advising clients and less on manually checking for tax code changes. ### 18. Small Tax Firm User **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Intuit ProConnect Tax?** The most helpful feature of ProConnect Tax is that it is an online software. I appreciate not having to download a program. I can access it anytime, anywhere. Using the software was is pretty straight forward. When I have had an issue customer support was able to resolve my problem quickly (it was a user error). **What do you dislike about Intuit ProConnect Tax?** At times the interface can feel clunky. The screen doesn't flow right for all screen sizes. It can be difficult to navigate of find the form you are looking for. I am very unhappy with the change in pricing structure for E-Filing & Printing. We are already paying for the returns. That should be included instead of an extra fee per user. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It has allowed us to run offices in multiple states while still keeping us connected in our software without the hassle of a server and access for a desktop program. ### 19. A little clunky but gets the job done without the heavy commitment **Rating:** 3.0/5.0 stars **Reviewed by:** LaTisha V. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Intuit ProConnect Tax?** it is online and you can work on tax returns from any computer anywhere, allowing for more flexibility. I like the automatic extraction of information from the uploaded w-2s and 1099s. I like that you can now upload depreciation schedules instead of entering items one-by-one. **What do you dislike about Intuit ProConnect Tax?** In my experience, customer service reps are responsive, but are not tax experts, they don't understand what the forms are if something is not flowing as expected, they are just systems people with scripts to troubleshoot. It is not easy to trace on your own how information you input is flowing into the tax return - especially when it comes to the state tax payments for California. The price has increase dramatically for a solopreneur. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It gives me the ability to help clients without focusing all of my business on tax returns, since it is cheaper than some of the other software options. ### 20. Reliable Cloud-Based Tax Prep With Deep QuickBooks Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Abdul B. | Tax Preparer, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2025 **What do you like best about Intuit ProConnect Tax?** Work-from-anywhere access. Everything is browser-based, so I can jump between office, home, and client sites without installing desktop software. • One-click QuickBooks import. Pulls chart of accounts, balances, and invoices directly from QuickBooks Online/Desktop, cutting data-entry time to almost zero. • Massive form coverage & automatic e-file. Federal, all states, and most local returns are built in; diagnostics catch missing data before filing. • Pay-per-return pricing. Great for smaller firms or side practices—no huge upfront license; just buy the returns you need. • Built-in client collaboration tools. A secure portal for document upload, e-signature, and real-time status updates keeps the back-and-forth emails to a minimum. • Context-aware guidance. In-product research links and worksheets pop up exactly where you need them, so you don’t have to hunt around. • Time-saving bulk actions. Batch print, batch e-file, and global updates (e.g., standard mileage rates) make deadline weeks much less stressful. **What do you dislike about Intuit ProConnect Tax?** Cost scales up quickly. Pay-per-return is great to start, but heavy season volumes can outrun a fixed-license alternative. • Interface feels dated in spots. Core navigation is modern, yet some legacy screens and reports still look 2010-era. • Occasional slowdowns at peak traffic. Around April 15th the cloud servers can lag, especially when generating PDFs or running diagnostics. • Limited layout customization. You can’t fully redesign letter templates or add custom fields without exporting to Word. • Add-on creep. E-signature, advisory modules, and certain state packages come at extra cost, which isn’t obvious up front. • Learning curve for power features. Partnership basis tracking, multi-state apportionment, and K-1 imports take time (and Intuit University videos) to master. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect turns what used to be a patchwork of spreadsheets, email attachments, and desktop tax software into a single, cloud-first workflow. That translates into faster turnaround times, fewer errors, happier clients, and a cost structure that scales with my seasonal workload—exactly what a lean, growth-oriented practice like mine needs. ### 21. Easy to Use, Robust, Professional Income Tax Prep Software **Rating:** 5.0/5.0 stars **Reviewed by:** John S. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Intuit ProConnect Tax?** I've used PTO daily for 5 years and counting. I've been really happy with my decision. As a long-time Lacerte user, transitioning to PTO was easy. The software is naturally familiar and intuitive. It's web based, which allows for seamless multi-user access and means there is no need for legacy network hardware or staff to be in one place. It offers a lot of additional features at no additional cost, like Intuit Link as a client portal, document import of basic tax documents like a W-2, and Intuit Tax Advisor for tax planning. PTO is tightly integrated with QuickBooks Online. They share the same client list and sign-in. It's easy to switch between one and the other. There is an import feature called Prep for Taxes to import data from QuickBooks to PTO for tax preparation, however, I've found that I want full control over what is reported on the tax returns and have opted not to use that feature for my own processes. **What do you dislike about Intuit ProConnect Tax?** The support could be a little better. The support has access to resources that make them helpful, but they are not accountants and don't have professional tax preparation experience. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** PTO provides a great value for small to mid-size accounting firms that offer tax preparation services. The software is modern, easy to use, and convenient as it's web based. **Official Response from Langley Barth:** > We're glad to hear that transitioning to ProConnect Tax was easy for you and that you find the software familiar and intuitive. ### 22. I tried the rest and found this one to be the best. **Rating:** 5.0/5.0 stars **Reviewed by:** Mark T. | Public Accountant and Master of Tax Law, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Intuit ProConnect Tax?** I feel like the ease of use makes this software the best tax software available. User experience is lacking on many other tax software such as CCH Axcess. When it takes hours to complete a form because you can't find the input screen or its not in a logical place that an accountant or master of tax would think it should be its just not worth it. Preparing returns with PRoConnect is a breeze - everything works like you think it should. **What do you dislike about Intuit ProConnect Tax?** I wish there was some more flexibility with the client organizers. A sharable link to their organizer could be helpful. a Place for the clients to upload their personal (name addresses, socials, dependents information, etc. ) would also be helpful. A place for them to upload a copy of their driver's license for validation. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Making Tax Season run smoothly. ### 23. I feel like it is better than most, but kind of spendy **Rating:** 3.5/5.0 stars **Reviewed by:** Heidi J. | Accountant III, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Intuit ProConnect Tax?** I think it is likely one of the better preparer choices out there. It is user friendly for those that know what they are doing and what they need to enter. They have improved the import features as of late so that is nice. **What do you dislike about Intuit ProConnect Tax?** I find there are entry areas that are buried and not easy to find. Not only that, once you find them, they weren't in a very logical place. State information can be even worse for this issue. It would be nice if they had more hours for customer service during tax season. I do taxes after regular 8-5 hours and it is difficult to get support when it is not a regular work day schedule. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** I use it to prepare taxes for my own practice. I think it is one of the better services offered out there. ### 24. Great pricing and great cloud tax prep software **Rating:** 4.0/5.0 stars **Reviewed by:** Alan N. | Staff Accountant, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Intuit ProConnect Tax?** I like the pricing of intuit proconnect tax. I also like how you can import data easily when you upload documents. Its easy for clients to upload documents into a secure portal. The customer support is really proficient in guiding people on how to get rid of e filing critical diagnostics and really knows how to deal with errors. Amending a return has become easier. **What do you dislike about Intuit ProConnect Tax?** I dislike the auto save feature. Sometimes its hard to navigate around. Sometimes theres one item in the form that doesn't coincide with a line item in proconect tax online. I had some clients that couldn't sign onto the intuit secure portal. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Its allowing me to provide great service to my clients and its making it more affordable for them. It does make the ease of filing a return remotely possible. ### 25. To the Point **Rating:** 4.0/5.0 stars **Reviewed by:** Jordan K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Intuit ProConnect Tax?** I like the functionality of it and how it connects to my other Intuit products making importing and updating a breeze. I can generally get through to a customer service representative quickly even during tax season. Adding a new client is easier than ever by importing prior year 1040. **What do you dislike about Intuit ProConnect Tax?** Reviewing overrides and suggestions. I wish there was a way to fast click multiple overrides or suggestions and cross them all off at once. There could be an added section that is just "informative" because there are a lot of suggestions that are just stating a fact and not really asking for implying action needed. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect greatly reduces the time it takes me to do tax planning and estimating for my clients which helps me reduce how many hours I have to work. ### 26. I am so glad I !switched **Rating:** 5.0/5.0 stars **Reviewed by:** Joy L. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2025 **What do you like best about Intuit ProConnect Tax?** After switching from Drake, I’ve found ProConnect Tax to be a better fit for my work. I love the cloud-based access, which lets me manage returns from anywhere without worrying about installations or updates. The seamless integration with QuickBooks Online and Intuit Link has saved me hours on data entry and made client communication much more efficient. And the price point is generally less than other similar software. **What do you dislike about Intuit ProConnect Tax?** Honestly, I haven’t found anything I dislike... yet. So far, it’s been smooth, efficient, and well-suited to the needs of my tax practice. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect Tax has completely streamlined my workflow. I can work from anywhere, pull in data from QuickBooks Online, and collect documents through Intuit Link—all without the back-and-forth emails. It’s saved me time, improved accuracy, and made tax season much smoother. ### 27. Best Tax Management App with Hassle-Free Service and Great Value **Rating:** 5.0/5.0 stars **Reviewed by:** Annalise H. | Network Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2025 **What do you like best about Intuit ProConnect Tax?** Best application to manage all tax records and their hassle free services gives very confident experience to us. They have number of features and affordable pricing in the market. **What do you dislike about Intuit ProConnect Tax?** No, not have any major issue that creates any issue to us. their frequent us make them our daily working infra part. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** We are handling all our professional and corporate tax with ProConnect Tax and they have really best experience in this. ### 28. Ideal for financial consultants managing complex returns **Rating:** 5.0/5.0 stars **Reviewed by:** Nikolai P. | IT Solutions Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Intuit ProConnect Tax?** At AppSequent Technologies, we were contracted to build a financial management dashboard for a German American Tax advisory firm. For their tax operations, we implemented Intuit ProConnect Tax as the core filing and compliance engine. For me, the standard experience was how easily it was to onboard their preparers to the platform. The client collaboration tools, specially the secure document upload and real time data sync were useful in reducing client onboarding time. We also appreciate the integration with QuickBook and Excel, which helped us quickly import large volumes of financial records. Also, the multi user environment with role based access was also beneficial for compliance and internal controls. **What do you dislike about Intuit ProConnect Tax?** While ProConnect worked well overall, I encountered integration limitations where I was trying to connect with the third-party CRM software the firm was using (Zoho CRM). ProConnect does not offer a flexible API interface for these custom integrations, which ultimately limited our ability to automate workflows fully. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** For the client’s team, daily workflows become more structured and automated. Now, junior staff could handle basic returns while senior staff focused more on audits and review. This created a significant time saving effect, especially during peak season. ### 29. Taxes Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Tellisia W. | Owner Bayou Belle VSS / Bookkeeping Business/ Certified QuickBooks Pro Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2025 **What do you like best about Intuit ProConnect Tax?** The most helpful part of using ProConnect for me is the secure link, which is provided by intuit in the software, for my clients to share sensitive documents and review things. But the entire flow and intergration with QBO is smooth and cuts down on time spent per client by my firm. I love this product genuinely and look forward to less stressful tax seasons. **What do you dislike about Intuit ProConnect Tax?** I haven't had any issues so far and haven't come across anything I don't like. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Security is the most important thing that ProConnect offers my firm and clients. It can be extremely difficult to reach some clients and request documents and such and with this software its 100% easier and in one spot. The time and energy saved is my biggest benefit ### 30. ProConnect Tax is very similar to Lacerte and its AWESOME **Rating:** 4.0/5.0 stars **Reviewed by:** Jeffrey M. | CPA Sole Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Intuit ProConnect Tax?** It is very similar to Intuit Lacerte tax software. It is a full and robust tax software that can handle 99.9% of all federal & state tax forms and all taxpayer types (individual, S-Corporation, Partnership, C-Corporation, etc.), **What do you dislike about Intuit ProConnect Tax?** Although ProConnect Tax does use INTUIT LINK, it is not the same as the INTUIT LINK when you login at the website. When you log into INTUIT LINK through the website (and not use it through ProConnect Tax) none of your clients are there. I prefer to use INTUIT LINK through the website and NOT through ProConnect Tax since it is much easier and has much more capabilities. The INTUIT LINK through ProConnect Tax is hard to use and it has limitations. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It makes it easier to prepare tax returns during tax season. ### 31. A time saver for tax professional with seamless cloud access **Rating:** 4.5/5.0 stars **Reviewed by:** Clara S. | Senior Tax Technology Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Intuit ProConnect Tax?** We heavily any rely on Intuit ProConnect Tax to streamline client document collection, calculate returns and e-file submissions. The ease of use and cloud based accessibility made it convenient for our distributed team to collaborate in real time. Its Client Organiser tool helped us quickly gather required information from clients without multiple emails. We also integrated ProConnect with QuickBooks Online, which saved countless hours by pulling in transactional data automatically. Additionally, the auto fill for forms and strong compliance checks reduced review time significantly. **What do you dislike about Intuit ProConnect Tax?** While overall the product is quite polished, but during the same use case, we faced some challenges during implementation, specially around setting up user role and permissions across different prepares. Additionally, the UI for managing roles is not very intuitive and required a few calls to customer support. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Using Intuit ProConnect Tax daily during filing season, I have noticed a clear improvement in my team’s turnaround time and collaboration efficiency. Tasks like reviewing , editing and finalising returns that once took multiple tools are now managed in a single platform. ### 32. ProConnect: Taxes For the Pros **Rating:** 4.5/5.0 stars **Reviewed by:** Timothy R. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Intuit ProConnect Tax?** The best part of ProConnect is it seamless integration with other Intuit Products especially Quickbooks. With a few clicks you can import all of your client's data. It takes a lot of the manual entry out of the equation and saves a ton of time. Not to mention you can directly request information from your clients and create year over year workpapers directly in ProConnect. **What do you dislike about Intuit ProConnect Tax?** When first using ProConnect, it has a learning curve to it. You can spend hours clicking around trying to figure what screen you need to be in. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect is helping to save a lot of time where I used to manually enter client's data, I can now import the majority of it directly from their Quickbooks file ### 33. The most organized and streamlined software to fulfill your tax filing needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Julissa S. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Intuit ProConnect Tax?** The most helpful tool in ProConnect is the import hub to import tax documents like W-2s to include this income in the most streamlined way. I also like the option to upload supporting tax information in the documents section for each year. This helps to store client information in a secure and organized way. **What do you dislike about Intuit ProConnect Tax?** The least helpful thing in ProConnect is the inability to categorize importing documents to match the correct section. An example is uploading 1099s and having ProConnect actually include it in the specific category to which it belongs to. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit Proconnect Tax is helping me solve and breakdown each tax situation for each of my client returns. This benefits me to ensure my clients' tax returns are complete and accurate for their filing. ### 34. EASIEST WAY TO HELP CLIENTS RECEIVE ACCURATE REFUNDS. **Rating:** 5.0/5.0 stars **Reviewed by:** Loyda H. | TAX PREPARER, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Intuit ProConnect Tax?** THAT YOU CAN UPLOAD CLIENTS TAXES AND INFORMATION TO SOFTWARE, MAKING IT EASY TO POPULATE THE INFORMATION INTO THE SYSTEM, BEING A USER OF OTHER SOFTWARE AND COMPARING THEM TO INTUIT PRO CONNECT TAX IS A BIG DIFFERENCE, BEFORE I HAD TO ENTER MANUALLY ALL CLIENTS INFO, NOW WITH THIS SOFTWARE IS EASIER, AND WHAT I MOST LIKE IS THE WAY THE SYSTEM, CHECK THE RETURN AND DOESN'T SEND THE REFUND UTNIL IS FIXED. ALSO THE CUSTOMER SERVICE THEY HAVE IS AMAZING. **What do you dislike about Intuit ProConnect Tax?** THE ONLY UPSIDE DOWN I SEE WITH THIS SOFTWARE IS THAT YOU HAVE TO "REVIEW" THE TAXES IN ORDER TO SEE THE AMOUNT OF REFUND OR TAXES OWED BY CLIENTS. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** HELPING CLIENTS GETTING MORE REFUND, THAT IN OTHER TAX SOFTWARE. ### 35. Great Start - but not quite there **Rating:** 4.0/5.0 stars **Reviewed by:** Colin W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2025 **What do you like best about Intuit ProConnect Tax?** The integration of all Intuit Accountant products is very streamlined and beneficial when wanting to promoted and offera an beginning-to-end client experience/service. It's very appealing to clients when you can go from books-to-tax-to-advisery all within the same program. **What do you dislike about Intuit ProConnect Tax?** Certain inputs and screens are not very commmon sense or easy to figure out; some even being opposite of how they are described or presented. There are also certain tiny details which I wish could be changed or added: creating joint accounts for married coupled, being able to change the INDIVIDUAL/BUSINESS client type (for Schedule C clients in QBOA). **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** My biggest problem rn is limited cash reserves, so being able to prepare and complete a return and them buy each return before filing is very useful. ### 36. The Future **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Intuit ProConnect Tax?** For me, the best part of ProConnect is the simplicity. It's a clean, web-based interface that I can access anywhere, and it feels like everything is at your fingertips. Some pages are overly long, so screen real estate is essential, but the built-in search works extremely well. Compared to other desktop solutions, ProConnect is faster, and gets me from A to B in less time. I love the integration with QBO for easy to medium difficulty returns. I also love the built-in error-checking features. While not perfect, the error database is based on Intuit's decades of tax software experience, and it shows. Overall, I am very pleased with the software and it continues to get better regularly. In my opinion, this is clearly the future of tax software, and it's delivered in a package that is ready for most things today. **What do you dislike about Intuit ProConnect Tax?** There are a few things I don't like about ProConnect, but none of them are deal breakers for me. My biggest gripe is that the AI and data-scanning features are underdeveloped at this point. I have seen them improve consistently, and I trust that they will continue to get better over time, but Intuit has some work to do here. Please expand the number of forms that the software can OCR and directly import! I also find that Intuit Link is great when it works but very frustrating when something goes wrong. I need a way to see what my client sees so that I can walk them through the portal. Finally, I'd like to see better filtering options. When preparing a 990 for a nonprofit organization, the software presents me with every imaginable option, field, and menu that could possibly apply to nonprofit organizations. I know when my client qualifies for a 990-EZ instead of the full form, please give us the option to filter so that I only see input fields applicable to the EZ version of the form! **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect combines an excellent tax preparation tool with great QBO integration and good client engagement tools into one platform. For the right customers and firms, the integrations save real time. ProConnect does virtually everything I need it to do from a tax preparation perspective and handles all but the most complex partnership returns. ### 37. Easy to learn, easy to navigate, easy to bill **Rating:** 5.0/5.0 stars **Reviewed by:** Heath V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Intuit ProConnect Tax?** I've been thoroughly impressed with Intuit ProConnect. The user-friendly navigation makes it easy to find what I need quickly—whether it's client data, tax forms, or e-file status. The interface is intuitive, even for more complex returns. What really sets ProConnect apart is its AI-driven tools. From auto-filling forms to intelligent diagnostics, the platform saves serious time and minimizes errors. It feels like having an extra set of (very smart) hands working alongside me. And the customer service? Outstanding. Any time I’ve had a question or needed guidance, the support team has been responsive, knowledgeable, and genuinely helpful. If you're looking for a tax solution that blends simplicity, innovation, and top-tier support, ProConnect is the way to go. **What do you dislike about Intuit ProConnect Tax?** I would prefer to include tables within engagement letters for service fees. It would make the product more professional looking. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit ProConnect has dramatically improved how I manage tax preparation from start to finish. One of the biggest pain points in tax work is the endless, error-prone data entry. ProConnect streamlines this with smart integrations, auto-fill features, and built-in AI tools that drastically reduce manual input and duplication. It’s a serious time-saver. Another huge win is how easy it makes client communication. The secure client portal and e-signature tools cut down on back-and-forth emails and make collecting documents and approvals painless. Everything’s centralized and trackable, which keeps both my team and my clients aligned. But what really makes ProConnect shine is the visibility it gives over the entire return preparation lifecycle. From intake to filing, I can easily track where every return is, what’s been completed, and what still needs attention. It’s like having a built-in project manager for every client file. Bottom line: ProConnect has turned what used to be a clunky, disconnected process into a smooth, efficient workflow. If you’re a tax professional tired of juggling spreadsheets, email chains, and fragmented systems, this is the upgrade you need. ### 38. Overall a pretty good experience but room for improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Intuit ProConnect Tax?** - Software is in the cloud - The flow of how the software works makes sense & the UI is relatively clean - Intuit has made some improvement over the years - Once you learn the software, post learning curve, it's relatively easy to use but can still feel clunky - The support call line is super helpful & those folks are always so friendly & supportive. - I enjoy the preview returns ability **What do you dislike about Intuit ProConnect Tax?** - Big pain point:The intuit questionnaire link is one of our biggest pain points. You cannot make multiple questionnaires inside Intuit link, which means we need to use a separate questionnaire service which is pretty frustrating - Big pain point: Intuit link only goes to one spouse...there is no "joint login" or ability to send two log ins, one to each spouse. This is super frustrating as it requires one spouse to always be excluded & unable to upload their documents. - Sometimes is difficult to figure out how to enter a specific line item in the software & requires a call to support. Even clicking on the preview return to go to the area where you enter in the data points is not always helpful. - I dislike that the client can "link" their account which pulls in the transcript. In theory this sounds great, but ends up being more work for us preparers. I wish we could turn off those settings & had a better ability to edit the client portal in Intuit link. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Preparing client tax returns & filing them in a relative clean, easy way ### 39. Review for Intuit ProConnect Tax **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about Intuit ProConnect Tax?** I like how it streamlines complex tax returns while maintaining a user-friendly interface. The cloud-based accessibility allows for real-time collaboration and flexibility, which is especially helpful during busy season. I also appreciate the integration with QuickBooks and the powerful diagnostics that help catch potential errors before filing. Overall, it saves time and helps ensure accuracy—two things that are critical in a professional tax environment. **What do you dislike about Intuit ProConnect Tax?** One area I think ProConnect Tax could improve is the pricing structure, especially for smaller firms or those with a lower volume of returns. The per-return pricing can add up quickly, which may limit its accessibility. Additionally, while the software is powerful, there’s a bit of a learning curve for new users, particularly when navigating less common tax scenarios. That said, the available support and training materials help bridge that gap over time. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It solves the challenge of preparing and managing complex tax returns efficiently and accurately. By automating calculations, integrating with QuickBooks, and providing real-time cloud access, it reduces manual entry errors and saves valuable time during busy season. The built-in diagnostics and up-to-date compliance checks also ensure we’re filing accurate returns while staying current with tax law changes. For me, this means I can focus more on client relationships and strategic advising rather than getting bogged down in the mechanics of return preparation. ### 40. Seamless and User Friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Intuit ProConnect Tax?** I love the integration with QuickBooks. It makes tax return prep and review much more efficient. It cuts down on time and reduces risk of erroneous entries. It's also pretty intuitive to navigate. This is my first season using it and I am already very comfortable navigating and problem-solving. **What do you dislike about Intuit ProConnect Tax?** I think there is room for improvement with the actual filing of returns and extensions. On the 'Filing' screen I would like to see the extension payment being submitted with the extension, same as the returns. I would also like to be able to see the payment submitted with the return/extension on the E-File dashboard. This created a lot of confusion and ultimate payment errors for the team because we didn't know what was being paid/had been paid. Finally, I would like to be able to access XMLs. As this is what is actually sent to the IRS, it makes me uncomfortable that I am not able to view it. This is the first software I have worked with where I could not view the XML. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** The seamless integration with QuickBooks allows us to streamline our tax return prep and review process, and reduce risk of erroneous entries. ### 41. Made My First Year as an Independent Tax Preparer Much Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Eion M. | Current Accounting Student, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Intuit ProConnect Tax?** As someone who just started my own small tax practice, ProConnect gave me the flexibility and confidence to manage over 50 returns in my first season. I really appreciated how it pulled in client data from QuickBooks and let me jump between forms seamlessly. The cloud-based access was a game-changer when I needed to finish up returns on the go. Customer support was also very helpful when setting up my account. **What do you dislike about Intuit ProConnect Tax?** The per-return pricing added up quickly, especially when dealing with clients who had simple needs. I also found that it took a bit of time to get used to the interface, and some of the help articles weren’t always detailed enough for niche tax issues. Still, once I got the hang of it, the workflow felt much smoother. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Intuit ProConnect Tax helps me save time and reduce manual errors by automating much of the data entry and calculation process. It integrates seamlessly with QuickBooks, which means I don’t have to chase down client financials—it’s already there. The cloud-based setup also lets me collaborate with clients and team members remotely, which has been essential for running my practice efficiently during tax season. Overall, it’s helped me focus more on client service and less on admin tasks. ### 42. Any easy and effective transition to Proconnect **Rating:** 5.0/5.0 stars **Reviewed by:** Megan G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Intuit ProConnect Tax?** I like the ease of access to the program in that I can work anywhere I am connected to the internet. I also like the Intuit Link feature which makes it easy for clients to upload data for tax preparation. The ability to chat with customer support has been useful in getting answers quickly. It was also a smooth transition to import all my client data from Lacerte to ProConnect. **What do you dislike about Intuit ProConnect Tax?** It would be nice to be able to make some overrides a permanent setting in the software, similar to how I could in Lacerte. For example, it would be nice to be able to tell the software to use upper case for all returns rather than having to input the override in every return. It would also be nice to be able to apply a password to returns when printing to PDF. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect Tax is making it easy to prepare business returns. The jump to input boxes are very helpful and the ability to link the Quickbooks online to the tax return is a nice feature too. ### 43. Smooth, inuitive, and very fully capable for all aspects of the returns prepared. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Intuit ProConnect Tax?** The software is very intuitive for accounting professionals, particularly with individual or similar (estate/trust/1 person sole proprietorships) -type returns to file. For instance, the e-file verification and addition are front and center in the application home page and it reminds you how important having a valid e-file number is for filing current returns. The sideview ribbon clearly explains all diagnostic, income, and expense-related items that should be considered in preparing a return. The addition of multiple sub-items in each ribbon menu category is also helpful and easy to split up. Diagnostic or basic data about clients and preparer firm are easy to input. The entire interface is also pleasant to look at and loads quickly, as all data is stored on a cloud environment. Lastly, the capability to view inputted data in an organizer format, summarized when all data is inputted, and in the actual forms printed as part of the return submission was very helpful for review. **What do you dislike about Intuit ProConnect Tax?** The most frustrating parts of using ProConnect software relate to 1) lack of explanation on certain override fields, and 2) that some items are placed in the "Credits/Other" area of the main organizer window. For #1, there are many override fields located throughout the organizer for a variety of logical inputs that will override items on fields that show up on the actual forms which can change the calculations of tax owed/refunded accordingly. While some overrides are more obvious to what they affect, many others would be overrides for one item included on a different organizer window category. Or, the override wouldn't be well labelled so it wasn't clear what field would be updated on the form in question. For #2, it was observed that certain income/expense items were included in one of the last areas for credits/other items, when they seemed to not belong there. Or, that one area of this section would actually impact another related item that wasn't shown in that area. It was difficult to locate. For instance, it was difficult to tell that dependent care information entered in this Dependent Care Credit section would impact directly the Child Tax Credit **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** ProConnect is allowing me to file the number of returns I would like to prepare for the current tax season, with a standard single access fee and an amount assessed for each return prepared, which is flexible and cheaper than most other options. The organizer is allowing me to prepare and file the returns in a way that is familiar given prior experience in large accounting firms, where returns were prepared for larger non-individual clients. This software allows me to enter and then view tax data in a form or summary format such that it is intuitive to me, with a much different client base than previously served. ### 44. I struggled with filing extensions and paying taxes due from bank account **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2025 **What do you like best about Intuit ProConnect Tax?** The software is mostly easy to use, and the technical support staff are great! **What do you dislike about Intuit ProConnect Tax?** I had a multi state return and accidentally filed some and extended some of the state returns. After that error I called Tech Support to verify I was extending my next return which was daughter's Fed and 1 state return correctly because I wanted to be sure I also paid her taxes from her bank account. I was reassured this was correct after they checked the account, but it was erroneously filed and refund was received for Federal and state properly paid. I would suggest it would be helpful if there was a confirmation of filing or extending, and whether taxes were paid to avoid any errors prior to accepting the filing. I called multiple times and was told how to properly do this later but I'm very frustrated that I was told this was correctly processed when it wasn't, and I still struggled on other accounts with extending and properly paying. My account # is 560584240. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** Preparing tax returns ### 45. Higher Prices with none of the added value **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Intuit ProConnect Tax?** Honestly, there isn't a whole lot to particularly like about the platform. If I had to say something it's the fact that it's on the more cost-friendly side when you consider that the filing fee includes state returns as well as amendments. Another positive, although the goal is to never need them--is the support team, the majority of whom are friendly and awesome at getting issues resolved. Searching for the inputs you need is pretty simple, although there are some difficulties in finding form fields. **What do you dislike about Intuit ProConnect Tax?** Where do I start? On business returns, you have to enter the same information up to 5 times if the same person is the main contact. partner/shareholder, officer, tax matter person, etc. The app doesn't have a way to simply select that person to be all of those functions. Additionally, on all return types, there are a lot of diagnostic messages that can't be cleared and have to be "ignored" which is always sketchy to not be able to clear an "error message". The mapping from QuickBooks is terrible, but that's mainly on the QB side, but the ProConnect team should know and get the QB people on the same page. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** The only problem ProConnect Tax solves is making tax returns easier to file than the old paper & pen method. It helps by automating several tasks but most notably by bringing info forward from a previous year. **Official Response from Langley Barth:** > We understand your frustrations and will take your feedback into consideration to make necessary improvements to our platform. Thank you for bringing these issues to our attention. ### 46. User-friendly and aesthetically pleasing! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Intuit ProConnect Tax?** The most helpful aspect of ProConnect Tax is the easy navigation between forms and inputs. The ability to overview the forms in the table of contents and navigate between input and form views is extrememly helpful for efficient tax prep. Additionally, the few times that I've had issues with the forms or diagnostic functions, the customer support team has been immediately available (even in busy seasons) to help. **What do you dislike about Intuit ProConnect Tax?** From the foreign tax element perspective, I wish it had better optimization features between Form 2555 and Form 1116. Additionally, I wish the FBAR and Form 8938 Forms were a bit more user friendly in the linking of the two. For example, when linking an 8938 to an FBAR account input, I'd like to see the name of account on 8938 inputs for ease of review, but other than that, it functions very well! **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** We are a business that focuses on lean operations, so the ability to roll-over our clients' tax returns in bulk was a huge benefit to our firm. We don't use Intuit Link yet, but that's also an efficiency we're looking into. **Official Response from Langley Barth:** > We appreciate your feedback on the optimization features for foreign tax elements. We will take your suggestions into consideration for future improvements to ProConnect Tax. ### 47. Phenomenal so glad I switched to Proconnect for 2024! **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Intuit ProConnect Tax?** The ease of use and all of the excellent tools like tax advisor! I am extremely excited about the client tax portal. I have been doing taxes for 35+ years and the portal this year saved me so much time so that I can focus on my client's tax preparation and obtaining the absolute best return possible. Customer service was exceptional! It was easy to implement avd bring my client's data from all tax years from a previous provider! **What do you dislike about Intuit ProConnect Tax?** There is no signature pad for those I do in person. However, customer service helped me pull in the signed PDF using the e-signature upload document from my computer files! **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** The ease of having customers upload their documents into their portal. I used to have to send numerous emails requesting documents. In ProConnect I was able to customize the documents requests for each client. I also love the engagement letter as part of the welcome packet. I am so thrilled and wish I would have started my practice with it! ### 48. Outstanding Tax Software for Professionals! **Rating:** 5.0/5.0 stars **Reviewed by:** shees p. | Tax Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Intuit ProConnect Tax?** I've been using Intuit ProConnect for a while now, and it has completely streamlined my tax preparation process. The cloud-based platform is incredibly convenient, allowing me to access client data from anywhere without worrying about software installations or updates. The interface is user-friendly, making it easy to navigate even for complex tax situations. I also appreciate the seamless integration with QuickBooks, which saves time and reduces errors. The e-filing process is smooth, and the software provides excellent diagnostic tools to catch potential issues before submission. Additionally, customer support is top-notch, always responsive and helpful whenever I need assistance. ProConnect has significantly improved my efficiency, and I highly recommend it to any tax professional looking for a reliable and powerful solution! **What do you dislike about Intuit ProConnect Tax?** While Intuit ProConnect offers many valuable tools for tax professionals, the data entry process can be a bit frustrating at times. The interface, although clean, often requires too many clicks to navigate between sections, and entering information across multiple forms isn't as seamless as it should be. Some of the fields are not as intuitive or clearly labeled, and in complex returns, it can take longer than expected to locate the correct input areas. Additionally, manual data entry can feel repetitive, especially when importing from third-party sources is limited or doesn't map correctly. Overall, ProConnect has potential, but improving the data entry workflow and reducing unnecessary steps would make a big difference in speed and user experience. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** The software stays up-to-date with IRS regulations, which gives me confidence that I'm always filing accurately. ProConnect flags potential compliance issues and helps avoid rejections before returns are submitted. ### 49. Overall a very good option for professional tax software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Intuit ProConnect Tax?** It's easily the best option for web-based professional tax software. It's well designed (with a much nicer UI than pretty much any desktop pro tax software), and it can handle nearly all tax situations. It's particularly good at handling multi-state tax returns. **What do you dislike about Intuit ProConnect Tax?** It's expensive in general, especially when compared to other options like Drake. And the pricing model is not transparent, and isn't suitable for new tax firms. If you signup with a smaller number of tax returns in your first year, you get forever locked into a pricing formula based on that initial price. So I strongly discourage new tax preparers from using ProConnect until they have at least 50-75 clients to reach the better pricing tiers. It's unfortunate their pricing works this way. Also, customer support is not great because they don't have customer support reps who have any tax knowledge or experience with filing taxes. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It's professional tax software. ### 50. Second year of use and still a little difficult to use **Rating:** 4.0/5.0 stars **Reviewed by:** judithlewiscpa L. | CFO/Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2025 **What do you like best about Intuit ProConnect Tax?** It is similar to Lacerte software I used for over 30 years. Some of it is intuitive and some is not. It is very econimical to use, however, compared to Lacerte. It is easy to add new clients and all the features of Lacerte are there too, except for the sequence of steps. **What do you dislike about Intuit ProConnect Tax?** Moving around the program is tedious. And the screens do not become completely visable most of the time, being hidden by other blocks of the software verbiage. You are required to move the bottom bar to see some of the fields. **What problems is Intuit ProConnect Tax solving and how is that benefiting you?** It's allowing me to use my experience with Lacerte software (a far superior product) to recognize the translation of the process in this Proconnect software. It benefits me in saving over a thousand dollars a year (maybe more like $2,000 a year by now) in remote processing fee for preparing taxes. ## Intuit ProConnect Tax Discussions - [What is Intuit tax Online?](https://www.g2.com/discussions/what-is-intuit-tax-online) - 1 comment - [Is ProConnect free?](https://www.g2.com/discussions/is-proconnect-free) - 1 comment - [What tax software works with QuickBooks online?](https://www.g2.com/discussions/what-tax-software-works-with-quickbooks-online) - 1 comment - [View Intuit ProConnect Tax pricing details and edition comparison](https://www.g2.com/products/intuit-proconnect-tax/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+05%3A19%3A18+-0500&secure%5Bsession_id%5D=f29b9b3e-d036-4786-962b-9045b0069399&secure%5Btoken%5D=86e1bf9feb0c0507f977be1c362e93e8d40ad3cdb6bcbbbb8ea5db7b7da733a7&format=llm_user) ## Intuit ProConnect Tax Integrations - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Qbo](https://www.g2.com/products/qbo/reviews) - [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) ## Intuit ProConnect Tax Features **Tax Planning** - Strategies - Exemptions - Credits - Estimations **Tax Forms - Professional Tax Software** - Federal Tax - State Tax **Tax Filing** - Calculations - Rules & Regulations - Reporting **Data management - Professional Tax Software** - Data Import - Data Export **Workflows** - Integrations - Importing **Tax filing - Professional Tax Software** - E-filing - eSignatures - Calculation **Reporting - Professional Tax Software** - Tax Planning **Integration and Support - Professional Tax Software** - Payment - Client Portal - Tax Advisor - Mobile App ## Top Intuit ProConnect Tax Alternatives - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - 4.6/5.0 (27 reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - 3.4/5.0 (61 reviews) - [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) - 4.1/5.0 (130 reviews)