Intuit ProConnect has become an essential part of my tax workflow thanks to its fully cloud-based platform. Being able to access it from anywhere, without the hassle of local installations or updates, saves me a significant amount of time. The integration with QuickBooks Online (QBO) for tax client invoicing is truly seamless—client invoices are automatically imported, which minimizes manual data entry and ensures consistency across the board. Additionally, its smooth connection with tax advisory software allows me to offer clients a more comprehensive suite of services with greater ease.

I also value the per-return pricing model. Although it isn’t the most affordable option, it aligns well with my “just-in-time” purchasing strategy. Paying only when I need to use the software helps keep my overhead low and expenses predictable. Another major advantage is its accuracy—the software is user-friendly for tax filing, and I feel confident that returns are prepared correctly without the need for constant double-checking. Review collected by and hosted on G2.com.

The main downside is the cost. The per-return pricing can accumulate rapidly, particularly during the busy filing season. While I find it manageable for my own workflow, firms handling a larger volume of returns might find the expense to be a significant challenge. The interface, although it gets the job done, could benefit from a more modern and user-friendly design. At times, it feels like the system hasn’t evolved to match the standards of more current SaaS platforms. Review collected by and hosted on G2.com.

I appreciate the cloud-based accessibility and the way it simplifies collaboration, especially when working with multiple clients. The user interface is intuitive, and the ability to import client data quickly saves significant time during busy tax seasons. I also like how ProConnect keeps up with current IRS forms and compliance updates, reducing the risk of errors and making the filing process smoother. Review collected by and hosted on G2.com.

Some features can feel slower or less responsive when handling larger or more complex returns. The pricing structure can become expensive as the client base grows, and I wish there were more transparent cost-saving options. Additionally, certain advanced features could benefit from clearer guidance or step-by-step tutorials, as new users sometimes face a learning curve. Review collected by and hosted on G2.com.

I appreciate how user-friendly and well-organized Intuit ProConnect Tax is. The interface allows me to easily navigate even the most complex returns, and its integration with QuickBooks helps me save a significant amount of time. I also find the accuracy checks and the e-filing process to be highly efficient. Review collected by and hosted on G2.com.

Overall, it functions well, though I do notice occasional lag. Additionally, the cost per return seems somewhat high when compared to other platforms. Review collected by and hosted on G2.com.

For the past two filing cycles we have supported our US business unit with Intuit ProConnect Tax to centralise returns, track review status and cut back on manual spreadsheet juggling. The goal was simple, keep returns organised by client and make status tracking visible for everyone. What I like best is the straightforward client-by-written layout. It sounds basic, but during crunch time it’s the difference between testing and knowing. The e-signature flow is the hero feature for us. Bulk print and e-file in batches is another win once you know where it lives. We used that a lot during the final week and it shaved hours. Overall, usability is good. New teammates figured out navigation in a day or two. Review collected by and hosted on G2.com.

The import story isn’t perfect. Legacy exports with odd address formats tripped the wizards, so we had to clean a bunch of records after the fact. It’s not a blocker just plan time for data hygiene. Reporting could be more flexible. Even with these small problems, the main problem coordinating US filing without spreadsheet chaos is solved. Review collected by and hosted on G2.com.

What I like best about ProConnect Tax is the ease of use and the diagnostic alerts that assist with the return review process. I love the IntuitLink feature that makes the process of obtaining documents from clients clear, simple, and efficient. I also love the document import feature that helps to lessen the potential for human error that can occur when populating income and other tax related information into a return. The import feature alone drastically reduces the time needed to prepare a return. Review collected by and hosted on G2.com.

What I dislike about Intuit ProConnect Tax is the Customer Service. My luck in getting knowledgeable agents to assist when I initially started using the software was so bad that I stopped reaching out for help and it prolonged the software implementation process. But that actually proved to be positive as it forced me to really learn how to navigate the software on my own and train my staff. Review collected by and hosted on G2.com.

Our small auditing group inside the company, handled annual tax return for North American partners and Intuit ProConnect Tax cut the amount of time we spent double checking random spreadsheets. Last year we used it to prep returns for roughly 45 clients. The best thing about Intuit ProConnect Tax is it’s auto fill capabilities which let us upload Excel exports and map fields , it worked on the first try for about two thirds of our clients which my team was not expecting. Navigating between prior and current year reports is quick too. I also liked the ability to tag “in progress” or “needs review” on each return. Overall, the interface cleaner than the last tax prep tool I used, though there are some odd button placements. Review collected by and hosted on G2.com.

Bulk editing tools are there, but they are not super obvious, so for half a day I thought I’d have to upload client status one at a time. We also couldn’t link up our compliance calendar tool, so we just keep a manual list on the side. Still for regular US returns Intuit ProConnect Tax is so much better than old school file sharing. Review collected by and hosted on G2.com.

Intuit ProConnect Tax came up as a recommendation tool during our quarterly tax processing for a cluster of our international clients. Honestly, our team needed a way to coordinate tax data and endless Excel sheets before ProConnect. What worked best is the web dashboard. I like how returns are organised per client and you can search by tax year which saves us a headache. I do appreciate the bulk print and file module. It’s a bit hidden at first, but once you find how to trigger batches, it’s a time saver. Their customer support was actually helpful the one time I called, which is not always the case for SaaS tools. Review collected by and hosted on G2.com.

Most pain points came up during the initial migration. Imports from legacy systems isn’t flawless and we spend a day cleaning up mismatched fields after the import wizard ran, especially for older clients records with weird formats. Bit of a bummer there. Review collected by and hosted on G2.com.

Document import has increased to many forms Review collected by and hosted on G2.com.

Customer instant support should be improved for fast working Review collected by and hosted on G2.com.

The upside of ProConnect is being web based, can have multiple screens open at one time including different types of returns, and diagnostic split is helpful. Review collected by and hosted on G2.com.

The downside of ProConnect is that it's built from Lacerte and therefore, I expected the majority of the same features and functionality with enhancements and improvements. If ProConnect can make features like the jump to feature work, the missing items and report work, invoicing with schedules/forms listed, and visibility for review better it will be a great program. Lacerte was much better at introducing a software to new preparers, ProConnect doesn't have the features yet and it makes it difficult for new preparers to understand where to input and make corrections; ultimately making my job harder and less efficient because I have to train and correct more upon review. Review collected by and hosted on G2.com.

The software makes it easy to do tax returns timely and with less errors. As a new user, I had to contact Customer Support on a few occasions, and they were very easy to work with. The software also allows us to scale a lot easier than having to buy a large package of return without the potential to use the full package. Review collected by and hosted on G2.com.

We struggled with the 990-N postcard a bit, and we found and error in one of the calculations with the Ohio state return that caused a failed e-file. Intuit was able to fix the issue after a while and we were able to successfully submit both types of returns. Review collected by and hosted on G2.com.