Intuit ProConnect Tax Reviews & Product Details

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.

a cloud based solution for streamlined complain tax filling to customer support and number of features use easily and my experience with intuit pro connect tax .

Its a great tool with easy integration and implementation.

Our financial department use it daily for the invoice generation and financial tracking. Review collected by and hosted on G2.com.

The platform easy to use but comes with a high licencing cost . The interface has quite steep learning curve.

Also the customer support is occasionally not available for the support. Review collected by and hosted on G2.com.

This software provides seamless integration with QuickBooks, making it much easier to import transaction data and complete year-end closings, all while reducing the need for manual data entry. In addition, its high-speed e-file feature allows for quick and verified submissions, which is essential for staying on top of important deadlines. Review collected by and hosted on G2.com.

I have noticed that, during peak filing periods, the processing speed for large batches of statements decreases slightly. Review collected by and hosted on G2.com.

The progress tracking system is both visual and immediate, which makes it easy for me to update clients on the precise status of their return without needing to check in with a preparer. Additionally, being able to securely request documents directly through the platform has significantly improved the efficiency of the initial document collection process. Review collected by and hosted on G2.com.

Sometimes, data synchronization with tax planning software is slow. Review collected by and hosted on G2.com.

I don't have to worry about changes in tax legislation. ProConnect is constantly updated and keeps me up to date with current regulations. Plus, the system detects inconsistencies and errors before submitting the return. This has helped me avoid subsequent corrections and maintain my clients' trust. Review collected by and hosted on G2.com.

I would like to have more control over the design and format of the reports I generate for my clients. 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.

The ability to assign specific tasks to preparers and reviewers directly within the platform facilitates the equitable and efficient distribution of the workload. Automatic alerts indicating when a declaration moves to the next stage eliminate the need for constant manual communication. Review collected by and hosted on G2.com.

The process of onboarding new users and configuring roles can be confusing. Review collected by and hosted on G2.com.

The ability to access and navigate the underlying spreadsheets for each form is crucial for validating the source and calculation of the reported amounts. I value the detailed retention of the version and modification history within the statement, creating a clear audit trail. Review collected by and hosted on G2.com.

The internal reporting function on the historical accuracy of individual preparers could be more detailed. Review collected by and hosted on G2.com.

With cloud access, I can start, review, or finalize statements from any location, which helps me maintain a consistent workflow. The integration with other Intuit products also makes importing customer data much easier, and this feature is essential for my needs. Review collected by and hosted on G2.com.

The initial setup of permissions and access for new users can be more laborious than desired. Review collected by and hosted on G2.com.