itonewbie
Level 15

NP, @april hours. It's no reason to switch to PS jut because they have someone from product participating in this forum now.  That may change later on and the key question is whether PS would meet your needs.

If you want integration, ProConnect Tax would be a more viable option because it runs in the cloud with the Lacerte engine, which means there is very little you'll need to adapt.  The biggest drawback, however, would be customization, packaging, and database capabilities, without which you're looking at a drop in productivity.  Otherwise, it's a very capable tax product due to the Lacerte engine it runs on.  With ProConnect Tax, you can import tax documents directly from Intuit Link and Practice Management is an option you can subscribe to.

You can sign up for ProConnect Tax with full functionality and even prepare returns without charge unless you print or e-file a return.  Test drive that and see if it meets your needs.

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Still an AllStar

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