Proconnect Tax Online

Score8.9 out of 10

23 Reviews and Ratings

What is Proconnect Tax Online?

Intuit ProConnect Tax Online is cloud-based professional tax software. It integrates with QuickBooks and includes a client portal so that clients can input their tax data online. ProConnect has a pay-per-return pricing structure.

Categories & Use Cases

Tax Compliance

Tax Data Reporting
Ability to export transaction data for tax filing.
Category average: 8.4
Compliance Administration Management
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
Category average: 8.6
Tax Document Management
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
Category average: 8

Complex Tax Scenario Management
Ability to automate handling of tax holidays and other anomalies.
Category average: 7.5
Tax Exemption Processing
Ability to generate, track, exemption certificates from sales invoices.
Category average: 8.1
3rd-Party Software Integrations
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
Category average: 7.4

Most Frequent Users

Top 3 industries using Proconnect Tax Online.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Professional, Scientific, and Technical Services

49.3%

72 installations of 146

#2 most frequent

Finance and Insurance

16.4%

24 installations of 146

#3 most frequent

Administrative and Support and Waste Management and Remediation Services

6.2%

9 installations of 146

Verified User

Analyst in Professional Services (1-10 employees employees)

Use Cases and Deployment Scope

PTO is used to process individual, business, estate, and trust tax returns. The web-based software allows us to complete tax returns and maintain copies of raw data (W-2, 1099 series, and other essential data) that is used to prepare and verify with the IRS and various other state and local taxing authorities.

Pros

The software is web-based thus allowing returns to be prepared from anywhere.
Calculations are accurate.
The forms library is robust.

Cons

Not very many software titles outside the Intuit family can be used to integrate with the product.
The UI is a bit dated looking.
Can get rather costly if larger volumes of returns are prepared.

Return on Investment

It allows for scalability.
Cuts down processing time.
More efficient.

Alternatives Considered

CCH ProSystem fx

Other Software Used

Xero, Capsule CRM, Gusto

Carla Vaughn

owner at BFMS, Inc.-Business & Financial Management Services, Inc. (1-10 employees employees)

Use Cases and Deployment Scope

We use Proconnect to complete business returns. There aren't any problems with the product except sometimes it is a little difficult to use.

Pros

Final taxes are clear.
The esignature is easy most of the time for clients to sign.
The dropdown for selecting the right year is clear.

Cons

Clients complain that sometimes they can't get verified.
If there is a problem sometimes its updating imput.
There are times when I'm trying to switch from one screen to the next and it doesn't switch.
Sometimes the errors aren't clear or easy to fix.

Return on Investment

I like that I can see how many returns I do per year and how it is divided up between tax forms. This is helpful for me to know which ones I have for my client base.
It's good that it imports from the previous year this saves me 25% of the time for starting the return in the following year.
Over time the software can very expensive in relation to the number of purchases I have made. There isn't a discount for multiple purchases and there has been a rise in costs.

Alternatives Considered

Drake Tax

Rick Wacek View profile

CPA, PFS in Finance and Accounting at Wacek and Associates (11-50 employees employees)

Pros

Cloud based
Perfect product for remote working team

Cons

Customer service lacks. Difficult to find reps who can help.
They don’t seem to care about the fact that we have uncovered numerous programming bugs in the software.

Return on Investment

Greater efficiency
We are incurring tax penalties due to errors in the Proconnect Tax Online software.

Other Software Used

BigTime Software, Zoho Desk, QuickBooks Online

Michael Hanley View profile

CPA in Finance and Accounting at Michael Hanley CPA (1-10 employees employees)

Pros

Proconnect Tax Online is linked to Quickbooks.
It is online and does not need to be downloaded onto a computer.

Cons

The software is not set up like other tax software for a tax professional.
Not user friendly.

Return on Investment

Prices are cheaper than other software
Useful for certain returns.

Other Software Used

Intuit Lacerte, Slack, Dropbox

Verified User

Employee in Finance and Accounting (1-10 employees employees)

Pros

Automation
Tax Calculations
Form view

Cons

Customer support
fixing bugs and glitches

Return on Investment

The software was quick and efficient to use

Alternatives Considered

QuickBooks Online, Google Calendar, Sync.com, Slack, Zoom, DocuSign, Adobe Acrobat Reader DC and Adobe Premiere Pro

Other Software Used

Slack, Sync.com, QuickBooks Online

Proconnect Tax Online

What is Proconnect Tax Online?

Categories & Use Cases