ProConnect

ProConnect is a cloud-based tax preparation platform designed for professional tax preparers. Developed by Intuit, ProConnect Tax Online enables firms to prepare, review, and electronically file federal and state returns for individuals, businesses, and nonprofits. It is intended for solo practitioners as well as small and mid-sized accounting firms.

Key features include an online return editor with supported forms, e-file to the IRS and state agencies, and a client portal for secure document upload and messaging. The platform supports data import from QuickBooks Online and QuickBooks Desktop, aiding the transfer of financial information into tax returns. Workflow tools enable multi-user collaboration, task assignment, and approvals. ProConnect also offers engagement letters, client invoicing, and digital signatures where permitted.

Pricing is typically per-return with optional firm-level plans, reflecting usage during peak tax season. As part of Intuit’s ecosystem, it can integrate with other Intuit products and services to streamline data flow and client management. The user base includes independent practitioners, CPA firms, and tax service providers seeking secure, web-based filing and client collaboration.