Proconnect Review
We use Proconnect to complete business returns. There aren't any problems with the product except sometimes it is a little difficult to use.
Starting at $70.78 per return 1-9 returns
View PricingOverview
What is Proconnect Tax Online?
Intuit ProConnect Tax Online is cloud-based professional tax software. It integrates with QuickBooks and includes a client portal so that clients can input their tax data online. ProConnect has a pay-per-return pricing structure.
Recent Reviews
Popular Features
- Complex Tax Scenario Management (6)10.0100%
- Tax Document Management (7)10.0100%
Reviewer Pros & Cons
Pricing
200-299 returns
$35.98
Cloud
per return
100-199 returns
$43.17
Cloud
per return
50-99 returns
$55.17
Cloud
per return
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://proconnect.intuit.com/tax…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $70.78 per return 1-9 returns
Features
Return to navigation
Product Details
- About
- Tech Details
- FAQs
What is Proconnect Tax Online?
Intuit ProConnect Tax Online is cloud-based professional tax software. It integrates with QuickBooks and includes a client portal so that clients can input their tax data online. ProConnect has a pay-per-return pricing structure.
Proconnect Tax Online Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
Proconnect Tax Online starts at $70.78.
Reviewers rate Tax Data Reporting and Compliance Administration Management and Tax Document Management highest, with a score of 10.
The most common users of Proconnect Tax Online are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(22)Attribute Ratings
Reviews
(1-10 of 10)Companies can't remove reviews or game the system. Here's why
January 18, 2024
Proconnect Review
We use Proconnect to complete business returns. There aren't any problems with the product except sometimes it is a little difficult to use.
- 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.
- Clients complain that sometimes they can't get verified.
- If there is a problem sometimes its updating imput.
- There are times when I'm trying to switch from one screen to the next and it doesn't switch.
- Sometimes the errors aren't clear or easy to fix.
August 03, 2021
Loved using this software
The whole organization used ProConnect Tax Online to prepare individual corporate, partnership, and nonprofit tax returns. I used this software nearly every day when I was working. I really enjoyed using this software and I like that it is cloud-based. This software automates our preparation of tax returns. The team was 4 people when I worked there, and we all used the software
- Automation
- Tax Calculations
- Form view
- Customer support
- fixing bugs and glitches
May 03, 2021
Our efficiency has improved significantly..but
Very efficient software compared to Pro Series. It does nicely address the challenges of working remotely. Our team is scattered globally so Proconnect Tax Online works well for us in that respect.
- Cloud based
- Perfect product for remote working team
- Customer service lacks. Difficult to find reps who can help.
- They don’t seem to care about the fact that we have uncovered numerous programming bugs in the software.
February 14, 2020
ProConnect Tax Online
I use Proconnect Tax Online for the preparation of tax returns. I do not use it for all returns. However, I use it for some returns based upon the forms required. I primarily use it for business returns and sometimes for an individual return if they need forms not offered by my primary tax software.
- Proconnect Tax Online is linked to Quickbooks.
- It is online and does not need to be downloaded onto a computer.
- The software is not set up like other tax software for a tax professional.
- Not user friendly.
November 20, 2019
Solid Tax App
PTO is used to process individual, business, estate, and trust tax returns. The web-based software allows us to complete tax returns and maintain copies of raw data (W-2, 1099 series, and other essential data) that is used to prepare and verify with the IRS and various other state and local taxing authorities.
- The software is web-based thus allowing returns to be prepared from anywhere.
- Calculations are accurate.
- The forms library is robust.
- 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.
March 06, 2019
Proconnect Tax Online needs Developers
Score 1 out of 10
Vetted Review
Verified User
We use Proconnect Tax Online to process business/corporate tax returns. Our staff has prepared over 5,000 business tax returns. The software is currently being and has been used to satisfy our company needs to prepare business tax returns for this year and the past several years.
- Allows the typical "cloud" based, use-anywhere software
- Allows purchase of defined amounts of returns (bundle packages)
- Accurate calculations
- Does not allow users to print all forms. It will display them, but NOT ALLOW you to print. Developers do not have a grasp on the need to make all forms available to print and allowing users to print forms for their records
- Will not allow users to correspond with Developers
- May spend 4-5 hours of time with support to resolve issues
- Be prepared to spend time on hold while customer service 'researches' an answer
January 09, 2019
Proconnect did not fit our business model
Proconnect was used to prepare individual tax returns. Since it was the first year, we beta tested it with a number of returns. Our system is based solely on cloud use, as such any tax preparation solution had to be cloud-based.
- The software allowed for easy access from any computer.
- Proconnect allowed multiple users to access a file with minimal difficultly.
- Calculations were accurate.
- In order to provide adequate information within the return, the preparer had to constantly drill down to the necessary screens to provide input.
- The program was not very robust compared to software installed on company computers. This is probably why information needed to be added numerous times since Proconnect was not able to remember often entered entries.
- The interface with client information lacks functionality. There was little ability to customize views to sort or group clients into usable cohorts.
December 24, 2018
Proconnect Tax Online - Perfect Solution
Proconnect Tax Online is a cloud-based tax compliance solution used to complete the preparation of various small non-consolidated corporate entities and small trusts, It is used within the Corporate Tax Department to support the tax compliance responsibilities of the group. Because it is cost-effective and uses no server space, Proconnect Tax Online is a great resource.
- Ease of data entry.
- Perform in-line computations.
- Simplicity of navigating between forms.
- Seamless transition to state compliance.
- E-file tracking.
September 21, 2018
Efficient and Useful
We use Proconnect Online to file our client's returns. Our project managers manage the returns and I do the efiling and data collection for clients.
- Allows us to collect client's information via Intuit Link. It's easy for our clients to upload their information and ask us questions via Link.
- Efiling is made easy. I can cross check the returns to make sure everything matches and then efile.
- The Dashboard is great to see where the returns stand and when they have been accepted by the state and IRS.
- Stop having the pop up survey "would you recommend to a friend" every time I e-file a return -- It's annoying.
- This year it was hard to tell when a client had added additional docs to LINK and it didn't give me the option to download "all" docs at once. I had to download each individual document!! NOT a good thing.
April 10, 2017
For 21st Century Tax Practitioners
ProConnect Tax Online is the tax preparation software tool used in my practice. It is the engine behind the personal, business & non-profit tax returns that I prepare. Additionally, it is tightly integrated with my QuickBooks Online (QBO) practice, as the ProAdvisor dashboard allows you to easily move data from QBO to ProConnect.
- Cloud Based: The world is moving towards cloud based software and Intuit is on top of its game with ProConnect.
- Tight Integration with QuickBooks Online (QBO): This is a real bonus if you are using QBO and want to integrate the client's Trial Balance into ProConnect.
- Excellent Client Portal (IntuitLink): Using IntuitLink which is built into ProConnect, you can share document requests and documents with your client. You've also got a very user friendly visual "Client Organizer" rather than the clunky pile of paper based forms that many firms still use.
- Support: Excellent online chat & support for resolving any issue while working in the software.
- Flexible Pricing: Purchase as many returns as you need for tax season.
- A couple of the less common forms weren't included. However, this was during the 1st year I used the software, and I believe these were added subsequently.
- A couple of minor "nice to haves" such as ability to print watermarked "DRAFT" on a pdf version for client review.
- A couple of the screens could have better navigation.