Take a closer look at ProConnect Tax Online.

See how you'll save time, save money and be more efficient than ever.

All features Data collection Tax return preparation Finishing and filing

Data Collection

Request and share documents as well as easily apply them to the tax return all in the same place.

Data Collection

Link

This secure online portal makes client
data collection faster and more organized.
The Link dashboard makes it easy to keep track
of what's been submitted and what's missing.

New! Document management capabilities!
Upload and download documents within
PTO, organize documents in folders, and
preview the documents within your browser.

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Document Management Capabilities

Upload documents directly to the software, store them, view them easily as you do the return and download them back to your desktop if needed.

Data Collection

Advanced Organizer

Customize your requests for tax
information, based on the previous
year’s information. You’ll make sure
your requests only ask for what’s
relevant to each client’s situation.

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Data importing

Save time from the start

by importing multiple documents.

Data Collection

Data import

Import multiple documents, including
W-2, K-1 forms, and Schedule D data
from Excel. You can import them via
scan or mobile capture, or download them
directly from the provider.

Coming soon: 1099-INT, 1099-DIV, 1098, 1099-T,
1099-R, and 1099-B.

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QuickBooks Online
integration

Streamline your accounting
and tax work.

Data Collection

Quickbooks Online Integration

Streamline your accounting and tax
work by managing your accounting clients and tax clients from the same dashboard. Plus, you’ll save time when you review your clients’ books at the end of the year, and you’ll eliminate manual tax data entry with the Trial Balance feature.

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Tax Planner

Plan ahead with your customers
by building tax scenarios for 1040 and Schedule C clients.

Tax Return Preparation

Tax Planner

Build tax scenarios for 1040 and Schedule C clients
Multiple year comparison (up to 3 years)
Multiple case scenarios (up to 3 scenarios per year)
Accurately calculates tax liability including upcoming Tax Year 2018 tax reform.
Import diagnostics
With more to come in Tax Year 2018!

Robust tax content

Breeze through returns
with 18,000 calculations,
21,000 diagnostics
and 5,600 forms.

Tax Return Preparation

Robust Tax Content

Cut complexity with more than 18,000
automated calculations, with more
than 21,000 diagnostics to help maximize
your accuracy. Plus, you’ll have quick access
to more than 5,600 federal and state forms — everything you need for individual and
business returns.

Efficient navigation

Work faster when you're

checking or modifying data.

Tax Return Preparation

Efficient navigation

● Super Search — Search for any element in a tax return, such as name, amount or line number.

● Split View — View data entry fields and tax return forms side by side or on separate monitors.

● Jump to Input — Navigate from a tax form to the input screen with just a click.

● Note Taking — Take notes anywhere in your workflow without having to leave a section.

● Summary View — See a summary of a client’s data for this year and last year.

Batch processing

Cut down on manual work
when you carry data
over from last year.

Tax Return Preparation

Batch processing

Save time on mundane tasks.
You can use pro forma batch
processing when you carry tax
return data over from the previous
year to the current year.

Roles and permissions

Gain more control over

access to your firm's
information and client's data.

Tax Return Preparation

Roles & Permissions

Gain more control over your firm’s
information and access to client data
at the user level. This feature gives you
access control with extra detail.

eSignature

Give your clients the
ability to review and sign
forms from anywhere.

Finishing and Filing

eSignature

Offer more convenience and get
forms signed fast. With eSignature,
your clients can review and sign from
anywhere, on any device. So you can
get a Form 8879 signed in minutes,
not days.

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Client payments

Offer a convenient way
for your clients to pay.

Finishing and Filing

Client Payments

Simplify the way your clients pay.
You can get paid faster by requesting
and collecting payment along with your
clients’ electronic signatures. Plus, with
Pay-by-Refund, you’ll discover more convenience for both you and your clients.

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E-file dashboard

View e-file statuses

of all of your clients.

Finishing and Filing

E-file dashboard

Quickly view the e-file statuses
of all of your clients. You’ll have
a dashboard that lets you see
statuses, filter and sort, and
check for rejections.

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Return sharing

Share completed returns

with clients digitally.

Finishing and Filing

Return sharing

Share the final return securely with your client with the click of a button. Your client will be notified that they have received a document from you where they can view their completed return.