Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 
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Elevate your favorite software

Move to the cloud for built-in security, easy updates, and automatic backups.

 ProConnect


 

Create client tax plans in minutes

Generate beautiful, custom tax plans for your clients with data mined from your software.

 Tax Advisor


 

The best rely on the cloud

Powerful, cloud-native tax software with more innovation and less IT hassle.

 Hosting


 

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

    

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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.
Learn more

  

Data platform

  
    

Cloud

  
    

Desktop

  
    

Desktop Hosting

As low as $9 per user per month
Learn more about hosting

As low as $9 per user per month
Learn more about hosting

  

Number of users

  
    

Unlimited

Unlimited users at no additional cost
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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

  
    

macOS

Use ProConnect on any Web-enabled device
Learn more

  
    

Windows

System requirements
View all system requirements

System requirements
View all system requirements

System requirements
View all system requirements

  

Data entry method and views

  
    

Input-based

  
    

Forms-based

  
    

Split-screen and dual monitor viewing

  
    

Jump to input

  

New customer onboarding

  
    

Automatic data conversion

Get guidance for 11 leading tax software
Learn more

Get guidance for 9 leading tax software
Learn more

Get guidance for 10 leading tax software
Learn more

  
    

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

  
    

MFJ v MFS

MFJ v MFS
Coming soon
Learn more

MFJ v MFS
ProSeries Professional only
Learn more

MFJ v MFS
Learn more

  
    

Oil & Gas Depletion

  

Advisory tools

  
    

Intuit Tax Advisor

Intuit Tax Advisor
Learn more

Intuit Tax Advisor
Learn more

  
    

Tax Planner

  
    

Tax Analyzer

  

Diagnostics

  
    

Critical diagnostics

  
    

Informational diagnostics

  

QuickBooks integrations

  
    

Online trial balance

Fully digital, books-to-tax workflow all in the Intuit cloud.
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Online trial balance
ProSeries Professional only
Learn more

  
    

Online invoicing

QuickBooks Online billing integration
Learn more

  
    

Desktop Trial Balance

  
    

Desktop invoicing

Desktop invoicing
ProSeries Professional
Learn more

  

Client organizer

  
    

Online client organizer

  
    

PDF client organizer

  

Client portal

  
    

Integrated client portal

Intuit Link for ProConnect
Learn more

  
    

Connected client portal

Intuit Link for ProSeries
Learn more

Intuit Link for Lacerte
Learn more

  

Data import

  
    

Client portal import

  
    

Drag and drop import

  
    

Financial institution download

  
    

Tax scan and import

Data import
Learn more

Tax Scan and Import
ProSeries Professional only
Learn more

Lacerte Tax Scan and import
Learn more

  
    

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

eSignature
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sSignature
Learn more

  
    

eSignature Plus Payments

eSignature Plus Payments
Learn more

  
    

Pay-by-Refund

  

Practice management

  
    

Ignition

Ignition
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Ignition
Learn more

Ignition
Learn more

  
    

Protection Plus

Protection Plus
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Protection Plus
Learn more

Protection Plus
Learn more

  

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

  
    

SmartVault

SmartVault
Learn more

SmartVault
Learn more

  
    

Document Management System (DMS)

Document Management
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Intuit Document Management System for ProSeries
Learn more

Intuit Document Management System for Lacerte
Learn more

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