Solid Tax App
November 20, 2019
Solid Tax App
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Proconnect Tax Online
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.
- 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.
Do you think Proconnect Tax Online delivers good value for the price?
Yes
Are you happy with Proconnect Tax Online's feature set?
Yes
Did Proconnect Tax Online live up to sales and marketing promises?
Yes
Did implementation of Proconnect Tax Online go as expected?
Yes
Would you buy Proconnect Tax Online again?
Yes