I choose the right professional tax software

to best fit my firm
Compare our three professional tax software solutions, each built with powerful productivity tools designed to help you spend less time at the computer and more time with your clients.
Or call 844-877-9422 for a free consultation. No credit card required to get started.

so my clients know they’ll always get

the best from me

Discover the perfect solution for your firm with our professional tax software comparison guide.

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
  Click to view a screenshot of Lacerte Click to view a screenshot of ProConnect Click to view a screenshot of ProSeries
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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Call 833-545-6945 to speak with an expert.

Enjoy additional benefits included free with your software.

Training

Earn free CPE/CE credits with free, live webinars and training sessions.

News

Stay compliant and current with updates on IRS tax law changes and tax industry news.

Support

Get fast answers with unlimited U.S.-based phone support and our online community. 

QuickBooks integration

Tap into QuickBooks Accountant free integrations. 

Virtual events

Attend free virtual conferences  to learn from peers and experts on productivity and growth.

Intuit Link

Access a free online portal that streamlines client data gathering and entry.


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Test-drive the software 100% for free. You only pay when you file returns.

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No expiration

Try it out for as long as you want. We don't put any time limits on your free trial.

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No restrictions

Enjoy the full working version with access 
to every feature and benefit.

Customize your workflow with integrated add-on tools.

Manage your practice

from one spot to organize, track, and assign tasks.

Go virtual in the cloud 

but keep desktop features with added built-in security.

Get digital signatures 

with quick clicks inside the return, and track them all in one place.

Protect against audits

and more with full-service support and ID restoration.

Offer refund transfers 

to give your clients payment flexibility, and help you get paid more easily.

View all workflow add-ons

I rely on leading professional tax software
so my clients get even more value

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