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Which solution is right for you?	Intuit Lacerte Tax A robust set of tools designed for complex returns and multiple preparers. Learn more	Intuit ProConnect Tax A cloud-based solution with seamless integrations and flexibility, so no downloads. Learn more	Intuit ProSeries Tax Streamlined forms-based screens and one-click access to calculation details. Learn more
Key features
Most common forms, including 1040, 1041, 1120, 1120S, 1065, 990, 709
Other filings: consolidated corporate returns, kiddie link, 5500
Primary data entry method	Input sheet-based	Input sheet-based	Forms-based
Application environment	Desktop or hosted	Cloud	Desktop or hosted
Operating system	Windows	Windows or macOS	Windows
Cloud access on any device	Optional with Hosting add-on		Optional with Hosting add-on
QuickBooks integration	QB Desktop editions	QB Online Accountant	QB Desktop editions
Tax planner
Client organizer	Paper	Online and paper	Paper
Built-in practice management features
Bank product partners	2 banks	2 banks	2 banks
Ability to set per-user permissions
Free U.S.-based tech support with extended hours during peak season
Virtual client portal
Software preview

Workflow add-on tools—sold separately
Intuit Practice Management
eSignature
Hosting for desktop
Pay-by-Refund
	Learn more	Learn more	Learn more

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Intuit Lacerte Tax

Ideal for	Firms that need the most powerful tools designed for complex returns and multiple preparers.
Key features
Most common forms, including 1040, 1041, 1120, 1120S, 1065, 990, 709
Other filings: consolidated corporate returns, kiddie link, 5500
Primary data entry method	Input sheet-based
Application environment	Desktop or hosted
Operating system	Windows Windows 8.1 and higher Windows 10 recommended
Cloud access on any device	Optional with Hosting add-on
QuickBooks integration	QB desktop editions
Tax planner
Client organizer	Paper
Built-in practice management features
Bank product partners	2 banks
Ability to set per-user permissions
Free U.S.-based tech support with extended hours during peak season
Virtual client portal
Workflow add-on tools—Sold separately
Intuit Practice Management
eSignature
Hosting for desktop
Pay-by-Refund
	Explore Lacerte

Intuit ProConnect Tax

Ideal for	Practices that want added flexibility and integrations delivered fully on the cloud with nothing to download.
Key features
Most common forms, including 1040, 1041, 1120, 1120S, 1065, 990, 709
Other filings: consolidated corporate returns, kiddie link, 5500
Primary data entry method	Input sheet-based
Application environment	Cloud
Operating system	Windows or macOS
Cloud access on any device
QuickBooks integration	QB Online Accountant
Tax planner
Client organizer	Online and paper
Built-in practice management features
Bank product partners	2 banks
Ability to set per-user permissions
Free U.S.-based tech support with extended hours during peak season
Virtual client portal
Workflow add-on tools—Sold separately
Intuit Practice Management
eSignature
Hosting for desktop
Pay-by-Refund
	Explore ProConnect

Intuit ProSeries Tax

Ideal for	Small to mid-sized practices that want simple forms-based screens and one-click access to calculation details.
Key features
Most common forms, including 1040, 1041, 1120, 1120S, 1065, 990, 709
Other filings: consolidated corporate returns, kiddie link, 5500
Primary data entry method	Forms-based
Application environment	Desktop or Hosted
Operating system	Windows Windows 8.1 and higher Windows 10 recommended
Cloud access on any device	Optional with Hosting add-on
QuickBooks integration	QB desktop editions
Tax planner
Client organizer	Paper
Built-in practice management features
Bank product partners	3 banks
Ability to set per-user permissions
Free U.S.-based tech support with extended hours during peak season
Virtual client portal
Workflow add-on tools—Sold separately
Intuit Practice Management
eSignature
Hosting for desktop
Pay-by-Refund
	Explore ProSeries

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- For Tax Year 2019: All Intuit ProConnect Tax returns pre-ordered and purchased are for use during the calendar year 2020 and can be used for any tax return supported by Intuit ProConnect. 1040 and business returns and can only be used for the designed return type. Returns purchased but not used by December 31, 2021, will not roll over into the next tax year. Any pre-orders not canceled prior to December 31, 2020 will be charged to the credit card on file. Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect or unused returns. ProConnect tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts. Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.
  
  ProConnect usage based on actual tax year 2018 usage data for ProConnect customers.
  
  Cancellation. Upon cancellation or the termination of your account, you will not have access to the ProConnect Services, data and other Content you uploaded to the ProConnect Services. Please follow in-product instructions to cancel your account. We suggest that you retain your own copies of any data or Content that you may need, as Intuit is not responsible for providing you access to the Services or your data or Content after any cancellation or termination of this Agreement.
  
  Refund policy. If you purchase returns between the date of first availability of the next Tax Year, but before the current Tax Year Service charge date (typically early January), you may cancel your order. In the event, you purchase returns after the current Tax Year Service charge date (typically early January), Intuit shall issue a refund on unused returns within thirty (30) calendar days from your purchase date. No other refund requests shall be honored.
  
  Times-savings claims: based on tax professionals who primarily used Intuit professional tax software in TY20