ProConnect Tax

RATING:

4.3

(20)

About ProConnect Tax

ProConnect Tax is a tax management solution that helps businesses streamline batch processing, electronic filing, payments processing, document management and other operations. The application allows enterprises to create custom client profiles and manage access via role-based permissions. ProConnect Tax allows users to organize and share documents with clients, export client data and view and access different electronic forms. It offers various features such as third-party integrations, data entry management, training portal, documents management and more. Additionally, tax attorneys can automate document collection and data entry processes, flag missing data fields, and store client data for reference.

ProConnect Tax Pricing

Individual returns 1-9 returns - $47.48 per return 10-49 returns - $41.98 per return 50-99 returns - $36.98 per return 100-199 returns - $28.98 per return 200-299 returns - $23.98 per return Business returns 1-9 returns - $58.98 per return 10-49 returns - $52.48 per return 50-99 returns - $45.98 per return 100-199 returns - $35.98 per return 200-299 returns - $29.98 per return

Starting price: 

$94.95 per year

Free trial: 

Available

Free version: 

Not Available

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ProConnect Tax Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

3.5

Value for money

3

Functionality

4

Most Helpful Reviews for ProConnect Tax

1 - 5 of 20 Reviews

Anonymous

1 employee

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed September 2019

Amazing tool and Best online/cloud software for taxes

Overall, I think this is the best product out there for remote tax preparers and consultants. I love it and accept it for the minimal flaws I've seen. I also know that they are constantly working on updating and improving the software, so complaints are taken seriously.

PROS

I LOVE that you can perform tax projections for free before committing to purchasing anything! I also love that it is a cloud software you can access anywhere online and it is super fast. One more thing that is a great feature is the connection to Quickbooks Online so you don't have to enter the P&L by hand! It will pull in the data straight from the software (they talk to eachother!)

CONS

All intuit products will randomly log you out without warning or saving your work, so you have to be saving things constantly. I also don't love that you have to pay in bulk based on the amount of clients you expect to have - I'm a new business and don't really know how many clients I'll have yet :(

Michel

Accounting, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

ProConnect Tax

My overall experience is great and I like the integration with Quickbooks so it saves time on manual entries. The pay per return is more expensive if you are not doing a lot of tax returns but it is more efficient than some other tax softwares that I have used.

PROS

I like that it imports my Quickbooks online data directly into the tax return. It also imports most W-2's and 1099's so you data entry errors are reduced and saves time.

CONS

I feel like the document collection link could be better. When my clients had issues with uploading their documents, I could not help them because I could not see what it looked like on their side.

Reasons for switching to ProConnect Tax

I made the switch because I liked that Proconnect Tax integrates with QuickBooks.

Isaac

Utilities, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Useful Tax Control and Computation Solution

PROS

ProConnect Tax has included all the tax standards and details, making the process of computation straightforward.

CONS

ProConnect Tax is updated with all the tax compliance solution for companies.

Tina

Accounting, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed March 2019

Poor Software Support

This is my second (and will be my LAST) year using ProConnect Tax Online. After the first year I had numerous software-related problems and struggled with inadequate and untrained software support. I was assured that this very issue had been addressed by Intuit for the 2018 filing season, and was talked into giving PTO another try. So far, I do not see any changes from last year, and will not be returning to PTO for the 2019 filing season.

PROS

The software is very much like Intuit's more powerful and robust program Lacerte. It is fairly user-friendly, making it easy to just pick up and use without going through tutorials or training.

CONS

Software support personnel are not provided with any training related to tax law or basic tax return preparation, which makes for a frustrating experience as a tax professional. When consulting with support to assist with software and program issues, they give incorrect advice which does not align with the tax laws.

Luis

Accounting, 1 employee

Used monthly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Easy to use, accurate returns, but a little pricey

Overall, the Proconnect is easy to use and calculations are accurate. The fact that it's cloud based is a huge plus as it eliminates the need to maintain your own PC's updated and backed up.

PROS

The software is fully cloud based, which is very convenient. There is no need to manage PC back ups or updates as it is all managed by the software on their servers.

CONS

Although it's a great software, it is a bit pricey at $95 per return. Unless you're working with super high income clients, it's hard to justify the pricing of this software.

Reason for choosing ProConnect Tax

Wanted to try out a cloud based solution.

Reasons for switching to ProConnect Tax

I received a promo and decided to give it a try.