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Proconnect Tax Online

Proconnect Tax Online

Overview

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.

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Recent Reviews

Solid Tax App

8 out of 10
November 20, 2019
Incentivized
PTO is used to process individual, business, estate, and trust tax returns. The web-based software allows us to complete tax returns and …
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Efficient and Useful

9 out of 10
September 21, 2018
Incentivized
We use Proconnect Online to file our client's returns. Our project managers manage the returns and I do the efiling and data collection …
Continue reading
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Popular Features

View all 6 features
  • Complex Tax Scenario Management (6)
    10.0
    100%
  • Tax Document Management (7)
    10.0
    100%

Reviewer Pros & Cons

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Pricing

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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
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Features

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

9
Avg 8.4
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Product Details

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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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).
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Comparisons

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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

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
November 20, 2019

Solid Tax App

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 1 out of 10
Vetted Review
Verified User
  • 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
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
September 21, 2018

Efficient and Useful

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Laurence Sarner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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