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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 …
Continue reading

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

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Rick Wacek | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Very well suited for a team that works remotely and is scattered globally. But that is where the compliments stop.
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
  • Greater efficiency
  • We are incurring tax penalties due to errors in the Proconnect Tax Online software.
None
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
Score 8 out of 10
Vetted Review
Verified User
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 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.
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.
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
  • Prices are cheaper than other software
  • Useful for certain returns.
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.
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.
November 20, 2019

Solid Tax App

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
PTO is well suited for the small/growing tax practice that wants to start in the cloud.
Type of tax
N/A
N/A
Tax Reporting & Compliance (5)
70%
7.0
3rd-Party Software Integrations
40%
4.0
Tax Data Reporting
80%
8.0
Compliance Administration Management
90%
9.0
Tax Document Management
70%
7.0
Complex Tax Scenario Management
70%
7.0
  • It allows for scalability.
  • Cuts down processing time.
  • More efficient.
PTO is a solid product for a small/growing tax firm with a finite number of tax returns to prepare. If there is a high volume of tax returns that need to be prepared, a more robust desktop software may be better suited. Desktop product may provide more integration options to add on to have a total tax management system.
Typically the answers to questions regarding the software, and calculations can be answered via the chat function. There is also a knowledge base that can be accessed if additional research is needed. Additionally, there is a tax community page for PTO where questions can be posted and can be answered by your peers.
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