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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 …
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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

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
August 03, 2021

Loved using this software

Verified User
Employee in Finance and Accounting
Accounting Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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
Pros and Cons
  • Automation
  • Tax Calculations
  • Form view
  • Customer support
  • fixing bugs and glitches
Likelihood to Recommend
I thought that this cloud-based software worked great! However, there were times when I was extremely frustrated when using the software. There were glitches sometimes, and the software did not always work as it should. There were times when inputs would not flow on the correct lines and forms. This was incredibly frustrating when I would contact customer support and they would be unable to help and would give incorrect information
Proconnect Tax Online Feature Ratings
Type of tax (4)
N/A
N/A
Sales and Use Taxes
N/A
N/A
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
21.428571428571427%
2.1
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
60%
6.0
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
90%
9.0
Complex Tax Scenario Management
N/A
N/A
Return on Investment
  • The software was quick and efficient to use
Alternatives Considered
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
Other Software Used
May 03, 2021

Our efficiency has improved significantly..but

Rick Wacek | TrustRadius Reviewer
Rick Wacek
CPA, PFS
Wacek and Associates (Accounting, 11-50 employees)
Score 1 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
Very well suited for a team that works remotely and is scattered globally. But that is where the compliments stop.
Proconnect Tax Online Feature Ratings
Type of tax
N/A
N/A
Tax Reporting & Compliance (3)
56.66666666666667%
5.7
Compliance Administration Management
80%
8.0
Tax Document Management
50%
5.0
Complex Tax Scenario Management
40%
4.0
Return on Investment
  • Greater efficiency
  • We are incurring tax penalties due to errors in the Proconnect Tax Online software.
Alternatives Considered
None
Other Software Used
Support Rating
1
They are difficult to get through to and often not able to address our concerns. They seem to care more about Intuit's bottom line than about customer satisfaction.
February 14, 2020

ProConnect Tax Online

Michael Hanley | TrustRadius Reviewer
Michael Hanley
CPA
Michael Hanley CPA (Accounting, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
Proconnect Tax online is suitable for certain situations where I have a return that needs to be prepared, and the software I am using does not support the form. The software is not suitable for Consolidated corporate returns or complex returns. Due to the difficulty in finding where to enter certain information and the feel of the software, it is not efficient to use for the preparation of a volume of returns.
Proconnect Tax Online Feature Ratings
Type of tax (4)
N/A
N/A
Sales and Use Taxes
N/A
N/A
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
24.285714285714285%
2.4
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
90%
9.0
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
70%
7.0
Complex Tax Scenario Management
10%
1.0
Return on Investment
  • Prices are cheaper than other software
  • Useful for certain returns.
Alternatives Considered
I use Proconnect Tax Online for individual returns, as mentioned. The software is not as user-friendly and not efficient for a professional tax preparer to use. I use other tax software as my primary software for that reason. I use Proconnect Tax Online only when my primary software does not have a form, and I do not feel like manually preparing the form and attaching it to the return.
Support Rating
7
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.
Other Software Used
March 06, 2019

Proconnect Tax Online needs Developers

Verified User
Professional in Finance and Accounting
Accounting Company, 11-50 employees
Score 1 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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
Likelihood to Recommend
If you have a return that you can prepare yourself, don't buy this software. If you have a return that has a special situation and you have to call support, buy a sandwich because you're going to need some energy waiting for your resolution or waiting for something that may never happen.
Proconnect Tax Online Feature Ratings
Type of tax (4)
N/A
N/A
Sales and Use Taxes
N/A
N/A
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
4.285714285714286%
0.4
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
10%
1.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
10%
1.0
Complex Tax Scenario Management
10%
1.0
Return on Investment
  • For 2018 taxes, it has had zero positive impact: we spent funds for software that will not produce the same forms that it has produced in the past. Therefore, it negatively effects our income tax preparation for 2018, leaving us to prepare needed forms outside of the software or purchase from a different company.
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