Top 11 Features of Intuit ProConnect Tax for Tax Professionals 

Accountants and tax professionals face tight deadlines, complex returns, and constant pressure to protect sensitive client data. To keep up, firms need tools that support flexibility, accuracy, and secure collaboration.  

Intuit ProConnect is a cloud-based tax preparation solution that enables professionals to work from anywhere with secure, always-available data. It helps firms streamline workflows, reduce manual errors, and focus more on delivering value to clients rather than managing technology or infrastructure. 

Let’s explore ProConnect features and pricing that make it a reliable solution for tax professionals. 

Advanced Features of Intuit ProConnect Tax Software 

All packages, annual or per-return, include these exclusive features at no extra cost: 

1. QuickBooks Integration 

ProConnect connects directly with QuickBooks Online Accountant for seamless data mapping between bookkeeping and tax returns, eliminating manual entry and reducing errors. Client data flows into current tax returns in just a few clicks. 

• QuickBooks Invoicing – Create pre-filled invoices, track payments, and collect fees from ProConnect without extra logins. 
• QuickBooks Ledger – Designed for year-end or tax-only clients, it compiles income and expenses without full accounting functions like invoicing or bill payment. 

2. Forms and Diagnostics 

This tool supports many tax forms and powerful accuracy checks to help you stay compliant and confident. 

• 5,700+ Supported Forms – Prepare individual and business returns, including common forms like 1040, 1041, 1120, 1120-S, and 1065. 
• 21,000+ Critical Diagnostics – Built-in checks flag potential errors or compliance issues before filing. 
• 1040 Import – Create a new client and automatically pull prior-year 1040 data to generate a current-year tax summary comparison. 
• Quick Employer Forms – Generate 1099 and W-2 forms directly within the software for fast, accurate filing. 
• State Forms, Extensions & Amendments – Unlimited access to all available state forms, extensions, and amendments. 
• Direct Document Import – Drag and drop client tax documents (W-2, 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-R, 1098, and more) directly into their returns with no manual data entry or Link Client Portal request required. 

Suggested Read: ProSeries vs. ProConnect: Which One is the Right for You?

3. Data Security & Privacy 

ProConnect protects sensitive client and firm data with enterprise-grade security measures and continuous monitoring. 

• Bank-Grade Encryption – All data is encrypted using AES-256 (Advanced Encryption Standard with 256-bit keys), ensuring only you and Intuit can access sensitive information. 
• Cloud-Based Security – Fully cloud-hosted tax software eliminates the need for local installations and updates. Intuit manages all server security, keeping data safe and compliant. 
• Multi-Factor Authentication (MFA) – Verifies your identity through at least two methods, such as recognized devices, location, or one-time codes, adding an extra layer of protection. 
• Fraud & Threat Prevention – Continuous system monitoring identifies and blocks suspicious activity to prevent scams or unauthorized access. 

4. Integration and Productivity Tools 

Intuit ProConnect allows you to connect with apps that enhance efficiency through a curated marketplace. Examples include: 

• Karbon – Streamline workflows across your team while improving communication and collaboration. Track performance to ensure every project stays on schedule and runs smoothly. 
• Ignition – Automate proposals and manage the entire sales process from start to finish. Save time and reduce errors while keeping clients engaged at every step. 
• Dropbox & Google Drive – Securely store and organize all client documents and data in the cloud. Easily upload, access, and import files to simplify your workflow and maintain data safety. 
• Link Client Portal – Collect client documents securely by requesting and uploading files directly into returns. Send automated reminders for clients to complete their organizers and reduce manual entry errors by importing data directly from client documents and financial institutions. 
• SmartVault: Save documents directly to SmartVault by importing your clients, printing their tax returns, and automatically routing files to the correct client folder by tax year. 

5. E-Filing 

Streamline the filing process, saving time while ensuring accuracy and compliance. 

• Digital Signatures – Request, send, and collect signatures in one easy-to-use workflow. 
• Batch Filing – File multiple returns seamlessly, reducing errors and improving efficiency.  
• Automatic Locking – Returns are locked after e-filing to prevent manual changes or calculation errors, and copies are saved for future reference.   
• Split Returns – Automatically generate two married-filing-separately returns from a single married-filing-jointly return. 

6. Workflow & Team Management 

Tools for assigning, tracking, and managing client returns and team productivity. 

• Staff Assignment and Management – Allocate client returns to team members and reassign as needed. Filter by employee, track return progress, and monitor workloads efficiently. 
• Key Field Tracking and Reporting – Highlight important fields in client returns and generate reports to review all changes at a glance. 
• Performance Insights and Reporting – Access dashboards with annual client growth, time spent on returns, and other key metrics. Compare periods to track firm and employee performance. 

7. Document & Data Management Tools 

Organize, share, and import client documents and tax data securely. 

• Document Management – Create client-specific folder structures, share files securely, and manage downloads, moves, copies, renames, or deletions. 
• Direct IRS Transcript Access – Pull multiple years of IRS transcripts directly in ProConnect, reducing client back-and-forth and IRS wait times. 
• K-1 Package Distribution – Share K-1 packages securely via download links, eliminating passwords or postage. 
• Bulk Data Import – Import large volumes of data using templates for Schedule D, depreciation, beneficiaries, and shareholders to save time and reduce errors. 
• Fixed Assets and Depreciation Management – Enter and track fixed assets and depreciation in a searchable, sortable worksheet, with options to export for accounting software. 

8. Quick Communication 

Improve client communication and document sharing to keep tax work moving smoothly. 

• Quarterly Payment Review – Identify clients with upcoming federal or state estimated payments and send personalized emails with the exact amount due and deadlines. 
• Custom Letters & PDFs – Create templated letters that auto-pull client tax data, generate optimized PDFs, rearrange pages, standardize print settings, and add custom watermarks while masking sensitive details like SSNs. 
• Customized Templates – Use customizable tax organizer templates and prior-year checklists to request documents in bulk. Clients can signal when their uploads are complete, helping you know exactly when to begin a return. 

9. Calculations & Review 

Handle complex tax scenarios efficiently while streamlining year-over-year and multi-client analysis. 

• Complex Tax Handling – Manage apportionments, special allocations, multi-LLC filings, and other intricate tax situations. 
• Flexible File Access – Open the same client file from multiple years for comparisons, or work on multiple client files from the same year in separate browser tabs. 

10. Smart Tax Planning Tools 

ProConnect empowers accountants with tools to deliver proactive, personalized tax strategies efficiently. 

• Intuit Tax Advisor – Quickly create custom tax plans using client return data. Automatically generate strategies that highlight potential savings and help clients plan for financial success. 
• Intuit Assist – An AI-powered assistant that enhances Tax Advisor by recommending high-impact strategies and helping you complete plans faster. Intuit Assist is integrated across Intuit products, including TurboTax, QuickBooks, and Mailchimp, combining AI insights with your expertise. 
• AI Client Briefing – This AI-driven tool analyzes a client’s tax situation by analyzing 60 data points from their return. It helps tax professionals save time preparing for meetings and provides tailored guidance to each client.   

11. Support & Onboarding 

ProConnect offers comprehensive support and resources to help your firm stay current and operate efficiently. 

• Expert Training & CPE/CE Credits – Attend live webinars led by Intuit experts covering tax law updates, best practices, and firm optimization, while earning CPE/CE credits. 
• Live Chat & Phone Support – Get answers to your tax and product questions through live chat or schedule a callback at your preferred number. 
• Data Conversion & Onboarding – Seamlessly transfer prior-year client data, including taxpayer info, carryovers, depreciation, and partner names from your current tax software. ProConnect’s Easy Start onboarding program ensures a smooth setup with free resources, training, and support. 

Intuit ProConnect Pricing 

Intuit ProConnect offers two flexible pricing models, i.e., annual packages for firms with predictable volumes and a pay-per-return option for occasional filing needs. 

Annual Packages 

• ProConnect 50 Essentials – $2,481/year + taxes: Designed for sole proprietors primarily filing individual returns. 
• ProConnect 100 Essentials – $3,463/year + taxes: Fits firms that handle a higher volume of individual returns. 
• ProConnect Plus – $5,986/year + taxes: Ideal for practices managing a mix of individual and business returns at higher volumes. 
• ProConnect Advanced – $9,691/year + taxes: Built for firms processing 400+ individual and business returns annually. 

Pay-Per-Return 

• Individual return: $168.97 per filing 
• Business return: $182.97 per filing 

Note: The listed prices reflect promotional discounts. Intuit frequently offers seasonal discounts and updates its pricing. Please check the website for the latest Intuit ProConnect pricing updates.    

Simplify Tax Preparation with Intuit ProConnect 

Intuit ProConnect lets tax professionals prepare returns efficiently from anywhere, on any device. It combines powerful tax features with the flexibility of the cloud, helping firms streamline workflows, reduce errors, and stay up to date with the latest regulations. 

ProConnect simplifies tax preparation with thousands of supported forms and easy data conversion from prior-year software. Explore Intuit ProConnect today and take control of your firm’s tax processes.