Proconnect Tax Online Reviews & Ratings 2024

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.

Proconnect Review

8 out of 10

January 18, 2024

Incentivized

We use Proconnect to complete business returns. There aren't any problems with the product except sometimes it is a little difficult to use.

Loved using this software

8 out of 10

August 03, 2021

Incentivized

The whole organization used ProConnect Tax Online to prepare individual corporate, partnership, and nonprofit tax returns. I used this …

Our efficiency has improved significantly..but

1 out of 10

May 03, 2021

Incentivized

Very efficient software compared to Pro Series. It does nicely address the challenges of working remotely. Our team is scattered globally …

ProConnect Tax Online

8 out of 10

February 14, 2020

Incentivized

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 …

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 …

Proconnect Tax Online needs Developers

1 out of 10

March 06, 2019

We use Proconnect Tax Online to process business/corporate tax returns. Our staff has prepared over 5,000 business tax returns. The …

Proconnect did not fit our business model

3 out of 10

January 09, 2019

Incentivized

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 …

Proconnect Tax Online - Perfect Solution

9 out of 10

December 24, 2018

Incentivized

Proconnect Tax Online is a cloud-based tax compliance solution used to complete the preparation of various small non-consolidated …

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 …

For 21st Century Tax Practitioners

10 out of 10

April 10, 2017

Incentivized

ProConnect Tax Online is the tax preparation software tool used in my practice. It is the engine behind the personal, business & …

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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

View all pros & cons

The esignature is easy most of the time for clients to sign.
There are times when I'm trying to switch from one screen to the next and it doesn't switch.

CV

Carla Vaughn

owner

BFMS, Inc.-Business & Financial Management Services, Inc. (Accounting, 1-10 employees)

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Pricing

View all 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

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Features

Tax Reporting & Compliance

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

9

Avg 7.9

6
3rd-Party Software Integrations
(3) Ratings
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
10
Tax Data Reporting
(4) Ratings
Ability to export transaction data for tax filing.
10
Compliance Administration Management
(4) Ratings
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
8
Tax Exemption Processing
(1) Ratings
Ability to generate, track, exemption certificates from sales invoices.
10
Tax Document Management
(7) Ratings
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
10
Complex Tax Scenario Management
(6) Ratings
Ability to automate handling of tax holidays and other anomalies.

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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).

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Comparisons

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Reviews and Ratings

(22)

Attribute Ratings

1.1
Support Rating3 ratings

Reviews

(1-1 of 1)

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January 09, 2019

Proconnect did not fit our business model

Verified User

Partner in Finance and Accounting

Accounting Company, 1-10 employees

Score 3 out of 10

Vetted Review

Verified User

Incentivized

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Likelihood to Recommend

Proconnect may work well in a company with only a small number of returns to prepare.

Proconnect Tax Online Feature Ratings

Type of tax (4)

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)

N/A

Geolocation for Tax Assessment: N/A
N/A
3rd-Party Software Integrations: N/A
N/A
Tax Data Reporting: N/A
N/A
Compliance Administration Management: N/A
N/A
Tax Exemption Processing: N/A
N/A
Tax Document Management: N/A
N/A
Complex Tax Scenario Management: N/A
N/A

Return on Investment

Since we found it not to be effective for our business objectives, if we continued to use it, the inefficiencies would negatively impact our ROI.

Users and Roles

2

Tax Preparation

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200-299 returns

$35.98

100-199 returns

$43.17

50-99 returns

$55.17

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