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ProConnect Tax
Mountain View, California, United States
What it is
ProConnect Tax is cloud-based professional tax preparation software for accounting firms, available on web and Windows. SmartReturn builds low- to medium-complexity 1040 returns from imported data, while AI tools support document extraction, assisted import and review, and Smart Navigation through return preparation. The product lists more than 7,200 forms and over 21,000 diagnostics. Firms can move bookkeeping information from QuickBooks Accountant into ProConnect or export it, and the software powers Tax Prep in Intuit Accountant Suite. Integrations include SmartVault, Pay-by-Refund, and Quick Employer Forms. It supports federal and state e-file, amended returns, self-employed and rental income, prior-year imports, and business entities including partnerships, S corporations, C corporations, estates, trusts, nonprofits, and gift tax. Individual returns cost $82.46, paid once, business returns $97.48, paid once, and User Access costs $210 a year. Annual plans serve firms from smaller practices to multi-preparer teams.
For and against
For
- Supports web and Windows
- More than 7,200 forms listed
- QuickBooks Accountant connection
- Federal and state e-file
- Business entity support
Against
- No free plan
- User Access required separately
- Returns are tax-year specific
- Trial excludes e-filing and printing
The verdict
ProConnect Tax offers broad forms, diagnostics, integrations, and workflows for professional tax offices. Buyers should account for per-return charges and the separate User Access license required for key services.
Who it suits
ProConnect Tax is intended for accounting firms preparing individual and business returns. Its plan structure addresses smaller firms, growing firms, and high-volume teams.
Plans and prices
Individual returns, pay as you go
Individual returns purchased as needed
Read 21 Sep 2026 · accountants.intuit.com
Business returns, pay as you go
Business returns purchased as needed
Read 21 Sep 2026 · accountants.intuit.com
Individual returns, upfront 50+
50+ returns
Read 21 Sep 2026 · accountants.intuit.com
Individual returns, upfront 100+
100+ returns
Read 21 Sep 2026 · accountants.intuit.com
Individual returns, upfront 200+
200+ returns
Read 21 Sep 2026 · accountants.intuit.com
Individual return, 200+ volume
200 or more individual returns
Read 15 Oct 2026 · accountants.intuit.com
Individual return, 100+ volume
100 or more individual returns
Read 15 Oct 2026 · accountants.intuit.com
Individual return, 50+ volume
50 or more individual returns
Read 15 Oct 2026 · accountants.intuit.com
Business return, 50+ volume
50 or more business returns
Read 15 Oct 2026 · accountants.intuit.com
On the record
- AI data import
- AI extraction can capture information from source documents for preparer review before it enters a return.accountants.intuit.com · read 15 Oct 2026
- AI navigation
- Smart Navigation recommends paths through complex returns and helps users move between preparation steps.accountants.intuit.com · read 15 Oct 2026
- AI workflow
- Its AI features include document data extraction, AI-assisted import and review, and Smart Navigation that suggests a path through return preparation.accountants.intuit.com · read 30 Sep 2026
- Chrome integration rating
- The Tallyfor Connect Chrome extension, which fills ProConnect forms from accounting data, is rated 5.0 out of 5 from 3 ratings.chromewebstore.google.com · read 15 Oct 2026
- Client portal
- Intuit Link is built into the workflow for requesting documents, exchanging messages and tracking client activity.accountants.intuit.com · read 15 Oct 2026
- Cloud delivery
- The product runs through supported web browsers and stores working data on Intuit servers rather than requiring a traditional desktop installation.accountants.intuit.com · read 15 Oct 2026
- Company legal name
- Intuit Inc. is the corporate entity identified in its 2026 annual report and ProConnect terms.investors.intuit.com · read 15 Oct 2026
- Company ownership
- Intuit is listed by LinkedIn as a public company.linkedin.com · read 15 Oct 2026
- Company size
- LinkedIn lists Intuit as having more than 10,001 employees.linkedin.com · read 15 Oct 2026
- Data retention
- The FAQ says cloud data is stored securely but Intuit does not guarantee indefinite retention, and closing an account removes access.accountants.intuit.com · read 15 Oct 2026
- Developer extensibility
- Third-party automation exists through partner integrations such as Juno, which says it sends mapped data into ProConnect through an Intuit API authorization flow.juno.tax · read 15 Oct 2026
- Diagnostics
- The product page says ProConnect uses more than 21,000 diagnostics to identify return issues early.accountants.intuit.com · read 15 Oct 2026
- Documentation and support
- Intuit provides setup steps, help articles, FAQs, training resources, videos and specialist phone support for ProConnect users.accountants.intuit.com · read 15 Oct 2026
- E-signatures
- Intuit Sign provides unlimited digital signatures and authentication without a separate purchase on the listed plans.accountants.intuit.com · read 15 Oct 2026
- Forms and diagnostics
- The product page says ProConnect supports 7,200+ forms and more than 21,000 diagnostics.accountants.intuit.com · read 30 Sep 2026
- Integrations
- The product page names Intuit Accountant Suite, Intuit Sign, Intuit Tax Advisor, SmartVault and QuickBooks-related workflows as connected tools.accountants.intuit.com · read 15 Oct 2026
- Intended users
- The pricing page describes Essentials for smaller firms, Plus for growing firms, and Advanced for high-volume firms with multi-preparer teams.accountants.intuit.com · read 30 Sep 2026
- Intuit Accountant Suite
- ProConnect Tax powers the Suite’s Tax Prep tool, which connects books and tax work and provides client workflow visibility.accountants.intuit.com · read 30 Sep 2026
