Instead Free plan 8.9 Visit ProConnect Tax
accountants.intuit.com
What it is
ProConnect Tax is cloud-based professional tax preparation software for accounting firms, available on the web and Windows. It supports individual and business returns, federal and state e-filing, amended returns, self-employed filers, and rental income. SmartReturn uses imported data to prepare low- to medium-complexity 1040 returns. AI features cover document data extraction, assisted import and review, and Smart Navigation, which suggests a route through preparation. The product lists 7,200+ forms and more than 21,000 diagnostics. Firms can move bookkeeping information from QuickBooks Accountant or export it; ProConnect also powers the Tax Prep tool in Intuit Accountant Suite. Individual returns cost $82.46 as a one-time purchase and business returns cost $97.48 as a one-time purchase, each specific to a tax year. User Access costs $210 a year and is separately required for e-filing, printing, and other listed services. Annual plans include return-volume options for smaller firms, growing firms, and high-volume teams. A free trial is available to new customers, but it excludes e-filing, printing, and User Access features.
Spec sheet
- What it does
- ProConnect Tax is Intuit's cloud professional tax-preparation service for accounting firms, connecting books, tax preparation and advisory work.Read 15 Oct 2026 · accountants.intuit.com
- Purpose
- ProConnect Tax is cloud-based professional tax preparation software for accounting firms.Read 30 Sep 2026 · accountants.intuit.com
- Intended users
- The pricing page describes Essentials for smaller firms, Plus for growing firms, and Advanced for high-volume firms with multi-preparer teams.Read 30 Sep 2026 · accountants.intuit.com
- Integrations
- The product page names Intuit Accountant Suite, Intuit Sign, Intuit Tax Advisor, SmartVault and QuickBooks-related workflows as connected tools.Read 15 Oct 2026 · accountants.intuit.com
- Support
- Intuit lists ProConnect product support and a sales contact on its product pages; the pricing page says User Access is required to access support.Read 30 Sep 2026 · accountants.intuit.com
- Headquarters
- Mountain View, California, United StatesRead 28 Sep 2026 · accountants.intuit.com
- Founded
- 1983Read 28 Sep 2026 · accountants.intuit.com
- AI data import
- AI extraction can capture information from source documents for preparer review before it enters a return.Read 15 Oct 2026 · accountants.intuit.com
- AI navigation
- Smart Navigation recommends paths through complex returns and helps users move between preparation steps.Read 15 Oct 2026 · accountants.intuit.com
- AI workflow
- Its AI features include document data extraction, AI-assisted import and review, and Smart Navigation that suggests a path through return preparation.Read 30 Sep 2026 · accountants.intuit.com
- 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.Read 15 Oct 2026 · chromewebstore.google.com
- Client portal
- Intuit Link is built into the workflow for requesting documents, exchanging messages and tracking client activity.Read 15 Oct 2026 · accountants.intuit.com
- Cloud delivery
- The product runs through supported web browsers and stores working data on Intuit servers rather than requiring a traditional desktop installation.Read 15 Oct 2026 · accountants.intuit.com
- Company legal name
- Intuit Inc. is the corporate entity identified in its 2026 annual report and ProConnect terms.Read 15 Oct 2026 · investors.intuit.com
- Company ownership
- Intuit is listed by LinkedIn as a public company.Read 15 Oct 2026 · linkedin.com
- Company size
- LinkedIn lists Intuit as having more than 10,001 employees.Read 15 Oct 2026 · linkedin.com
- Data retention
- The FAQ says cloud data is stored securely but Intuit does not guarantee indefinite retention, and closing an account removes access.Read 15 Oct 2026 · accountants.intuit.com
- 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.Read 15 Oct 2026 · juno.tax
- Diagnostics
- The product page says ProConnect uses more than 21,000 diagnostics to identify return issues early.Read 15 Oct 2026 · accountants.intuit.com
- Documentation and support
- Intuit provides setup steps, help articles, FAQs, training resources, videos and specialist phone support for ProConnect users.Read 15 Oct 2026 · accountants.intuit.com
- E-signatures
- Intuit Sign provides unlimited digital signatures and authentication without a separate purchase on the listed plans.Read 15 Oct 2026 · accountants.intuit.com
- Forms and diagnostics
- The product page says ProConnect supports 7,200+ forms and more than 21,000 diagnostics.Read 30 Sep 2026 · accountants.intuit.com
- Intuit Accountant Suite
- ProConnect Tax powers the Suite’s Tax Prep tool, which connects books and tax work and provides client workflow visibility.Read 30 Sep 2026 · accountants.intuit.com
- IRS transcripts
- Preparers can connect to the IRS and download client transcripts from a Transcripts area in ProConnect.Read 15 Oct 2026 · accountants.intuit.com
- Limit: client portal
- Reviewers report that Intuit Link customization and troubleshooting client uploads can be awkward.Read 15 Oct 2026 · capterra.com
- Limit: outage
- Intuit acknowledged and later resolved a July 8, 2026 sign-in incident affecting ProConnect Tax and other Intuit products.Read 15 Oct 2026 · accountants.intuit.com
- Limit: price
- Capterra reviews repeatedly call the cost high relative to competing tax products, especially for smaller practices or low return volumes.Read 15 Oct 2026 · capterra.com
- Limit: support and bugs
- Capterra reviews report persistent bugs, inconsistent customer support and concerns about reliability of data handling.Read 15 Oct 2026 · capterra.com
- Linux support
- The official requirements explicitly say Linux, including Ubuntu and Fedora, is not supported.Read 15 Oct 2026 · accountants.intuit.com
- Notable access requirement
- A separate User Access license is required to e-file and print returns and to use listed services including reporting, IRS transcripts, Intuit Link, Intuit Tax Advisor, and K-1 delivery.Read 30 Sep 2026 · accountants.intuit.com
- Notable news: 2026 update
- Intuit's 2026 annual report identifies Mountain View, California as its corporate headquarters and principal executive office.Read 15 Oct 2026 · investors.intuit.com
- Other imports
- The setup guide lists imports from W-2 and 1099 forms, Google Drive, Intuit Link, K-1 data, Excel and CSV files.Read 15 Oct 2026 · accountants.intuit.com
- Other integrations
- The integrations page lists SmartVault for cloud document management, Pay-by-Refund for refund-transfer payments, and Quick Employer Forms for 1099 and W-2 forms.Read 30 Sep 2026 · accountants.intuit.com
- Praise: ease of use
- Capterra reviewers commonly describe the interface as easy to navigate and appreciate year-over-year comparison and QuickBooks import workflows.Read 15 Oct 2026 · capterra.com
- Praise: integrations
- TrustRadius reviewers repeatedly praise QuickBooks connectivity and the e-signature workflow for reducing manual entry and speeding client completion.Read 15 Oct 2026 · trustradius.com
- Public API
- An independent integration article states that Intuit does not provide a public ProConnect Tax API for third-party portals to push or pull return data.Read 15 Oct 2026 · xylodocs.com
- QuickBooks connection
- ProConnect supports moving bookkeeping information from QuickBooks Accountant to ProConnect or exporting the data.Read 30 Sep 2026 · accountants.intuit.com
- QuickBooks integration
- QuickBooks Accountant data can be moved into ProConnect, and QuickBooks Online data can populate returns and invoices.Read 15 Oct 2026 · accountants.intuit.com
- Rating on Capterra
- Intuit ProConnect Tax is rated 4.2 out of 5 from 23 reviews.Read 15 Oct 2026 · capterra.com
- Rating on G2
- Intuit ProConnect Tax is rated 4.4 out of 5 from 276 reviews.Read 15 Oct 2026 · g2.com
- Rating on TrustRadius
- ProConnect Tax Online has a TrustRadius score of 9.5 out of 10 from 24 reviews and ratings.Read 15 Oct 2026 · trustradius.com
- Security and compliance
- Intuit’s tax software compliance document lists compliance features for ProConnect Tax.Read 30 Sep 2026 · accountants.intuit.com
- Security architecture
- Intuit's compliance guide describes role-based permissions, multi-factor authentication, AES-256 encryption at rest and TLS in transit.Read 15 Oct 2026 · accountants.intuit.com
- Self-hosting
- ProConnect is delivered as an Intuit-hosted service and the system requirements do not describe a self-hosted deployment option.Read 15 Oct 2026 · accountants.intuit.com
- SmartReturn
- SmartReturn creates low- to medium-complexity 1040 returns from imported information.Read 15 Oct 2026 · accountants.intuit.com
- System requirements
- Recommended hardware is a 2015-or-newer Core i5-class PC with 4 GB RAM or a Mac running OS X 10.13 or later, plus a 3 Mbps internet connection.Read 15 Oct 2026 · accountants.intuit.com
- Tax forms
- The pricing page advertises access to more than 5,700 supported tax forms.Read 15 Oct 2026 · accountants.intuit.com
- Tax planning
- Intuit Tax Advisor uses return and QuickBooks data to generate client tax-planning insights and custom plans.Read 15 Oct 2026 · accountants.intuit.com
- Tax-year restriction
- Returns are purchased for a specific tax year; unused returns may be used for that year for up to three calendar years if User Access is purchased for each calendar year.Read 30 Sep 2026 · accountants.intuit.com
- Trial limitation
- The trial includes ProConnect tax software for tax year 2025 but does not allow e-filing, printing, or access to features that require User Access; it is for new customers.Read 30 Sep 2026 · accountants.intuit.com
Plans and prices
ProConnect Essentials 50 Priced on request 1 user · 50 individual returns · All states included Read 21 Sep 2026 · accountants.intuit.com
ProConnect Essentials 100 Priced on request 1 user · 100 individual returns · All states included Read 21 Sep 2026 · accountants.intuit.com
ProConnect Plus Priced on request 2 users · 200 individual returns · All states included Read 21 Sep 2026 · accountants.intuit.com
ProConnect Advanced Priced on request 400 individual returns · All states included · Multi-user Read 21 Sep 2026 · accountants.intuit.com
Individual returns, pay as you go Priced on request Individual returns purchased as needed Read 21 Sep 2026 · accountants.intuit.com
Business returns, pay as you go Priced on request Business returns purchased as needed Read 21 Sep 2026 · accountants.intuit.com
Individual returns, upfront 50+ Priced on request 50+ returns Read 21 Sep 2026 · accountants.intuit.com
Individual returns, upfront 100+ Priced on request 100+ returns Read 21 Sep 2026 · accountants.intuit.com
Individual returns, upfront 200+ Priced on request 200+ returns Read 21 Sep 2026 · accountants.intuit.com
Individual return, 200+ volume $32.21, paid once per return 200 or more individual returns Read 15 Oct 2026 · accountants.intuit.com
Individual return, 100+ volume $41.21, paid once per return 100 or more individual returns Read 15 Oct 2026 · accountants.intuit.com
Individual return, 50+ volume $48.71, paid once per return 50 or more individual returns Read 15 Oct 2026 · accountants.intuit.com
Strong points and limits
Strong points
- Available on web and Windows.
- Supports federal and state e-filing.
- Lists 7,200+ forms.
- Imports bookkeeping data from QuickBooks Accountant.
- Supports amended returns and rental income.
Limits
- No free plan.
- User Access costs $210 a year.
- Returns are specific to a tax year.
- Trial excludes e-filing and printing.
Who it suits
It suits accounting firms preparing individual and business returns, from smaller firms to high-volume teams. Firms should account for the separate User Access license when planning e-filing and printing.
Verdict
ProConnect Tax combines tax preparation, firm-oriented volume plans, and workflow tools for accounting practices. Return purchases are tax-year specific, and several functions require a separately purchased User Access license.
Where Specifiction places it
- Small Business Tax Software#2 of 308.8
- Income Tax software#3 of 278.8
- AI Tax Software#5 of 328.7
- Tax Software#35 of 1498.6
