Here's what's new in ProConnect Tax Online.
Improved data import and review
Improve efficiency and accuracy when you collect your clients’ documents. You’ll start by customizing client organizers based on their last tax year. Capture documents from file uploads, mobile snapshots or direct downloads from over 5,000 financial institutions. Then, automatically import data into returns from multiple documents, including W-2, 1098, 1099 and K-1 forms.
Free customer support: phone and chat
Get help from our customer success team and connect directly with product specialists who influence future improvements to ProConnect Tax Online at no cost to you. You can also join the private ProConnect Facebook group to get answers to more than just questions about software from our community of team members and tax pros like you.
Extended support hours: Call us at 800-200-7599 anytime from 6 AM to 5 PM Pacific Time, Monday through Friday.
2018 tax planner
Increase your value as a trusted advisor by offering your 1040 clients custom tax planning services. Compare multiple scenarios using real current and future tax rates. Generate graphs and reports to communicate tax plans. And provide estimates based on actual data.
Earn free CPE credits
Get ahead with newly added education and training opportunities at proconnect.intuit.com/training Our summer and fall webinar series are also available to you at no extra cost. Receive one full credit for every one-hour session.