Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 
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ProConnect Integrated Solutions

Take greater advantage of being a cloud-based tax practice with smart, online solutions that supercharge your productivity by enabling you to see everything going on in your firm at once, simplifying signatures, and payments and helping your clients reduce future tax liability.

We're here to help you find the right solutions to fit the unique needs of your practice.

Call 844-591-8071 to talk with a specialist.

Get a books-to-tax workflow with QuickBooks Online Accountant and ProConnect Tax. Prep for taxes makes it easy to map, review, adjust, and transfer client data in less time, with less work.

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Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients.

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Get a books-to-tax workflow with QuickBooks Online Accountant and ProConnect Tax. Prep for taxes makes it easy to map, review, adjust, and transfer client data in less time, with less work.

Learn more >

Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients.

Learn more >

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.

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Give your clients the option to pay you through their refund, with no upfront, out-of-pocket costs. (Per-year fee for clients is drawn from their refund.)

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Quickly generate ​​and e-file 1099 and W-2 forms. New for tax year 2023: Seamless search, sort, and filtering across payees, businesses, and forms. Plus, bulk e-file support within a business and across multiple businesses.

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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.

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Build custom tax plans in minutes, with data automatically generated from your Lacerte or ProConnect software.*

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Streamline your proposals and automate the sales process from first contact to money in the bank. Ignition—it's a proven winner for business.

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Tax Pros talk ProConnect Tax

Using ProConnect Tax has made a huge difference for my clients. I am not tied to one device to find information that my clients need. Instead of having to go back to the office, boot up my machine, and look for their information, I can look at my phone to get answers for my clients right away. It makes me much more efficient and quicker to respond to their needs."

Susan Tinel, EA, CA

Read more stellar customer reviews

Did you know?

Books and tax

of taxpayers are willing 
to pay more for a tax professional's service if it might result in improved financial outcomes.*

Refund transfers

of taxpayers would be delighted to get automatic reminders from their tax professional on documents or next steps needed.*

Automatic reminders

of taxpayers would be delighted to get automatic reminders from their tax professional on documents or next steps needed.*

Tax documents

of taxpayers expect to send their sensitive data to a tax professional in a secure transfer.*

Try ProConnect Tax today to enjoy all the flexibility and security of the cloud. 

Or call us at 844-591-8071 to talk with a ProConnect Tax specialist.