Efficient and Useful
September 21, 2018

Efficient and Useful

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proconnect Tax Online

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.

Pros

  • 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.

Cons

  • 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.
  • Just being the administrative assistant I can't really talk on ROI - that would be for my boss to address. But since our office strives to be completely paperless efiling fits in with our paperless narrative.
None that I know of.
Works for us (I'd give you a 10 if you fixed the items I mentioned in the last screen!)

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