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ProSeries vs ProConnect Tax

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Level 1

We have been using ProSeries (professional-network version) for many years. Thinking about moving our office structure to virtual. Are we better staying with ProSeries and go to hosting in the cloud, or switching to ProConnect Tax? Very reluctant to switch, but want to do what works best for us.

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Level 5

I won't use cloud software due to not trusting that it won't be hacked. I don't want my client information anywhere on the internet.  Personal choice.

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Level 15

Data security is probably the least of your worries when it comes to Intuit.  Unless your practice devotes the same level of technical and financial resources as Intuit to protecting the business franchise, Intuit's IT system should be more secure than those of most small to mid-size practitioners', IMHO.  Don't forget that Intuit is also subject to IRS oversight.

https://proconnect.intuit.com/tax-online/faqs/

 

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Still an AllStar
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Level 5

 IRS oversite will not prevent my clients info from being hacked....I won't save files anywhere other than my own harddrive and USB external drive.

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Level 15

@taxea96786May be you won't.  That's your prerogative.  But you missed my points about Intuit's infrastructure for IT security and interest in self-preservation.

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Still an AllStar
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Level 15

They are very different software. ProConnect is based on Lacerte.


ex-AllStar
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Level 15

Someone asked the same question in the FB group recently.  Not sure if it's you but I'll repeat what I said there in case it helps anyone.

The biggest difference would be adjusting to an input-sheet-driven program since ProSeries is largely form-based. ProConnect Tax is a very capable tax software since it is drive by Lacerte's engine. However, it lags far behind both ProSeries and Lacerte when it comes to features. So, don't expect database functionality or even return packaging you take for granted in ProSeries.
 
For me, having Lacerte under the hood is a big plus because being able to handle international and complex returns is important to us. Having it in the cloud without needing to worry about data loss and knowing data security is taken care of is icing on the cake. I have seen some complaints about speed but we are based overseas and (touch wood) never had a problem with the program's responsiveness.
 
The biggest pain points for us are as follows:
  • Lack of online review functions;
  • Only basic return printing function without packaging options (which require costly manual processing offline); and
  • Inability to lock returns once complete.
For those who have larger teams, the lack of dynamic access control in ProConnect Tax may be a challenge.
 

Two more points, which are VERY important. ProConnect Tax doesn't offer proforma organizers. We've learned to live with it and use our own electronic organizers without proforma data but it's definitely less than ideal. If they would offer a way to export and bridge the data, we'd be happy to build our own. Also, if you ever switch tax software, there's no guarantee that you will be able to export the data for conversion because it's not part of the built-in functionality or T&C. Under Boris Shmukler, the Product Manager, he had offered to export data manually on an ad-hoc basis but who knows what tomorrow would bring.

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Still an AllStar
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Level 15

And of course... another critical factor is that you are at the mercy of internet connectivity and the availability of Intuit's servers.  If you have a desktop software, you can still work on returns when the internet or Intuit's servers are down.  With cloud-based software, all you can do is twiddle your thumbs - hoping against hope that it will come back on soon.

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Still an AllStar
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Level 5

Where there's a will there's a way. You can't have a 100% guarantee from hackers.  The larger the

business the more likely they will be targeted, especially with the id info available on tax returns.

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Level 15

Nothing is 100% guaranteed.  Neither can you exclude the possibility of your data on your network or devices being hacked.  But the resources and expertise devoted to IT security do greatly reduce the chance of hacking being successful.  I'm not trying to convince you one way or the other.

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Still an AllStar
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