Proconnect Tax Online vs. Taxify, by Sovos

Intuit has coined the term "Firm of the Future" and its products live up to that moniker. If you run a practice that is cloud based, paperless and makes use of cutting edge tools such as e-signatures, client portals, etc., then this product will be a good fit for you. If you are slow to change and want to use the traditional desktop computing environment and frequently print client draft returns for review, use wet signatures, etc. then this might not be the product for you. If you are already using some of Intuit's products and plan to implement more business clients into QuickBooks Online, I would say this product is a "must have".

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I would not recommend this software/solution. For the price they quote, I would look into other solutions as their software never fully supported our business and the filings were incorrect for years without resolution from customer serv. Their Resale Cert platform also lacked credibility- I suggest, look into other solutions to better support your filings.

Incentivized

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• Final taxes are clear.
• The esignature is easy most of the time for clients to sign.
• The dropdown for selecting the right year is clear.

Incentivized

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• veratax download
• ticket system is average
• average communication from rep via email

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• Not very many software titles outside the Intuit family can be used to integrate with the product.
• The UI is a bit dated looking.
• Can get rather costly if larger volumes of returns are prepared.

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• in my opinion, customer service could improve
• in my opinion, implementation could be better to ensure accurate reporting
• in my opinion, better rep support and pricing for smaller term contracts

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The support is, excellent and Intuit overall provides good support. Their customer service representatives are friendly and always assist with issues when needed. There are multiple ways to contact the support team. I have not sued them though very much for technical tax issues and primarily the customer service team when needed.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I think ProConnect Tax Online is better than competitors. As I am new to my career, the only software I have used are ProConnect Tax Online, and Thomson Reuters Ultra Tax. I prefer cloud-based software, but I think Ultra Tax is easier software to learn on. It is easier to learn on because it is form based

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We picked Taxify, by Sovos based on original contract price- would not recommend this as well as (with all the issues we have been experiencing) would rather spend the money and time on Avalara. When we asked for a 1 yr contract to limp along for the year, the price was quoted for about $70K which was triple our original agreement.

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• Just being the administrative assistant I can't really talk on ROI - that would be for my boss to address. But since our office strives to be completely paperless efiling fits in with our paperless narrative.

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• manual work to get accurate info- increase in manpower & time for accurate submissions
• increase in time w. rep to fix or address issues without resolution

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info