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Discover the perfect solution for your firm with our professional tax software comparison guide
Intuit ProConnect
CLOUD SOFTWARE
A cloud based solution with seamless integrations and flexibility, so no downloads.
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Intuit ProSeries
DESKTOP SOFTWARE
Streamlined forms-based screens and one-click access to calculation details.
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Intuit Lacerte
DESKTOP SOFTWARE
A robust set of tools designed for complex returns and multiple preparers.
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Data platform
Cloud
Desktop
Desktop Hosting
As low as $9 per user per month
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As low as $9 per user per month
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Number of users
Unlimited
Per-user license
Unlimited users at no additional cost
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Call 844-818-3676 to inquire about additional licenses
Call 844-818-3677 to inquire about additional licenses
Operating system
Data entry method and views
Input-based
Forms-based
Split-screen and dual monitor viewing
Jump to input
New customer onboarding
Automatic data conversion
Automatic data conversion
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Automatic data conversion
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Automatic data conversion
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EFIN registration
Easy Start onboarding program
Easy Start onboarding program
ProSeries Professional only
Support channels
Phone
Live chat
Notification inbox
SmartLook™ support
Knowledge Base
Community
Training portal
CPE/CE Training
Tax forms
Form 1040
Form 1041
Form 1041
ProSeries Professional only
Form 1120
Form 1120
ProSeries Professional only
Form 1120S
Form 1120S
ProSeries Professional only
Form 1065
Form 1065
ProSeries Professional only
Form 990
Form 990
ProSeries Professional only
Form 706
Form 706
ProSeries Professional only
Form 709
Form 709
ProSeries Professional only
Form 5500
Form 8615
Looking for more forms? Check out the forms finder.
Tax calculations
Consolidated Corporate Returns
Oil & Gas Depletion
Advisory tools
Tax Planner
Tax Analyzer
Diagnostics
Critical diagnostics
Informational diagnostics
QuickBooks integrations
Online trial balance
Online trial balance
ProSeries Professional only
Online invoicing
Desktop Trial Balance
Desktop invoicing
Desktop invoicing
ProSeries Professional only
Client organizer
Online client organizer
PDF client organizer
Client portal
Integrated client portal
Data import
Client portal import
Drag and drop import
Financial institution download
Schedule D Excel import
Schedule D Excel import
ProSeries Professional only
Import K-1 transfer
Import K-1 transfer
ProSeries Professional Only
eSignature and payments
eSignature
Pay-by-Refund
Practice management
Ignition
Protection Plus
Staff and firm operations
E-file dashboard
E-file dashboard
Keep track of the statuses of eSignature requests and e-filed returns in the EF Center.
Roles and permissions
E-file user permissions
Lock return
Assign staff work
Multiple preparer awareness
Built-in time tracking
Document management
Organize and store documents
Document Management System (DMS)
Document Management System (DMS)
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Document Management System (DMS)
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Free new-customer onboarding
Get up to speed quickly with our free Easy Start onboarding program that includes personalized customer support, data conversion, and a success guide to walk you through installation, EFIN verification, and more.
Common forms
Including 1040, 1041, 1120, 1020S, 1065, and 990.
Financial institution download
Collect 1099 and W-2 information directly from over 250 of our supported financial institution partners.
Call 844-877-9422 to speak with an expert.