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Workflow software for Tax and Accounting professionals
I depend on Intuit's complete suite of tax solutions to give my clients the best experience
Or call 844-880-4648 to talk with one of our specialists.
Rely on Intuit’s integrated professional tax solutions to make it easier to delight clients and grow your practice
Virtual office solution
Lacerte + Hosting
Take on the most complex returns from anywhere with powerful tax solutions. Collaborate with staff using the same data at the same time—whether you’re in the same office, or not. Plus, you’ll get built-in layers of security, automatic backups, and seamless updates.
Schedule a consultationPractice productivity solution
Lacerte + Hosting + Intuit Practice Management
Efficiently manage workflow, clients, and communications from one place. Keep every task on track, take quick action on emails, automate processes with work templates, and see all tax client details—all from wherever you are.
Schedule a consultationConnected client solution
Lacerte + Hosting + eSignature Plus Payments
Get any form or document signed securely from any online device. Manage all signatures digitally—from anywhere you’re working—track client responses, and get paid with real-time status updates on the virtual eSignature dashboard in your Lacerte Tax software.
Schedule a consultationIntroduce more productivity solutions to your workflow to help power your practice
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Request signatures with quick clicks, and track the status of them all on one simple dashboard. Get any form or document signed securely, and give your clients the convenience they expect.
Leave the legwork to expert EA and CPA case resolution specialists who provide personalized support to your clients if they get audited, receive a notice from the IRS or state, or experience identity fraud.
Estimate your clients' future tax liability under multiple scenarios based on actual tax rates, plus give your individual/1040 clients personalized, tax-minimizing strategies.
Streamline your proposals and automate the sales process from first contact to money in the bank. Ignition—it's a proven winner for business.
Organize and manage every to-do in one place, so nothing falls through the cracks. Tax workflow software can assign tasks, automate administrative work, tap into workflow templates, and more—all designed to free up more of your time.
Connected client solution
ProConnect + eSignature
Get any form or document signed securely from any online device. Manage all signatures digitally, and track client response with real-time status updates on the virtual signature dashboard in your ProConnect Tax software.
Schedule a consultationPractice productivity solution
ProConnect + Intuit Practice Management
Efficiently manage workflows, clients, and communications all from one dashboard. Keep every task on track, take quick action on emails, automate processes with work templates, and see all tax client details—all from one place.
Schedule a consultationClient protection solution
ProConnect + eSignature + Protection Plus
Add protection for 1040 clients with a team of CPAs and EAs, so you and your clients can enjoy peace of mind all year long. Tax Protection Plus is here to handle client situations like IRS or state-agency notices, if clients get audited, or if they face identity theft.
Schedule a consultationIntroduce more productivity solutions to your workflow to help power your practice
Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients.
Request signatures with quick clicks, and track the status of them all on one simple dashboard. Get any form or document signed securely, and give your clients the convenience they expect.
Leave the legwork to expert EA and CPA case resolution specialists who provide personalized support to your clients if they get audited, receive a notice from the IRS or state, or experience identity fraud.
Build custom tax plans in minutes, with data automatically generated from your Lacerte or ProConnect software.*
Streamline your proposals and automate the sales process from first contact to money in the bank. Ignition—it's a proven winner for business.
Organize and manage every to-do in one place, so nothing falls through the cracks. Tax workflow software can assign tasks, automate administrative work, tap into workflow templates, and more—all designed to free up more of your time.
Virtual office solution
ProSeries + Hosting
Prepare returns quickly and confidently, from anywhere, with tax solutions designed to save time. Collaborate with staff on returns—using the same data at the same time—from anywhere. Plus, you’ll get built-in layers of security, automatic backups, and seamless updates.
Schedule a consultationConnected client solution
ProSeries + Hosting + eSignature
Get any form or document signed securely from any online device. Manage all signatures digitally—from anywhere you’re working—and track client statuses with real-time status updates on the virtual eSignature dashboard in your ProSeries Tax software.
Schedule a consultationClient protection solution
ProSeries + eSignature + Protection Plus
Add protection for 1040 clients with a team of CPAs and EAs, so you and your clients can enjoy peace of mind all year long. Tax Protection Plus is here to handle client situations like IRS or state-agency notices, if clients get audited, or if they face identity theft.
Schedule a consultationIntroduce more productivity solutions to your workflow to help power your practice
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Easily track assets and calculate your clients' depreciation automatically.
Request signatures with quick clicks, and track the status of them all on one simple dashboard. Get any form or document signed securely, and give your clients the convenience they expect.
Leave the legwork to expert EA and CPA case resolution specialists who provide personalized support to your clients if they get audited, receive a notice from the IRS or state, or experience identity fraud.
Streamline your proposals and automate the sales process from first contact to money in the bank. Ignition—it's a proven winner for business.
Organize and manage every to-do in one place, so nothing falls through the cracks. Tax workflow software can assign tasks, automate administrative work, tap into workflow templates, and more—all designed to free up more of your time.
Ready to customize your software for the unique needs of your practice?
Or call 844-880-4648 to talk with one of our specialists.
