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Workflow add-ons

I have the control to

customize my tax software

View all workflow add-ons for:
Lacerte  |  ProConnect  |  ProSeries

so my clients can

get a personalized experience

Expand your tax software with tools that help you work better, faster, end-to-end

Your practice has its own unique needs. That’s why Intuit offers a full support system that gives you the control to choose the right combination of tools, all working together for you. Let our platform of online solutions, developed by and for tax professionals, keep you covered—from your back-office tasks, to your ability to deliver the very best experience and outcomes for your clients.

Top four favorite add-on tools

Intuit Practice Management

(for Lacerte, ProConnect, ProSeries)

Organize and manage every to-do in one place, so nothing falls through the cracks. Assign tasks, automate administrative work, tap into workflow templates, and more—all designed to free up more of your time.

Explore Intuit Practice Management

Hosting

(for Lacerte and ProSeries)

Get the same leading desktop software, but gain all the advantages of the cloud. Hosting includes built-in security, full IT support, and the ability to work remotely on any device connected to the internet.

Explore Hosting

eSignature

(for Lacerte, ProConnect, ProSeries)

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.

Explore eSignature

Protection Plus

(for Lacerte, ProConnect, ProSeries)

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. 

Explore Protection Plus

Featured options that are free for your firm

Take advantage of these no-cost tools that are integrated with your Intuit professional tax software.

Link client portal
(for Lacerte, ProConnect, ProSeries)

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

Pay-by-Refund
(for Lacerte, ProConnect, ProSeries)

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.)

More add-ons that expand your software capabilities and power up your productivity

Document management

Choose between SmartVault® or Document Management System (DMS) to go paperless and easily store and share almost any type of document.

Explore for:

Lacerte
ProSeries

Tax scan and import

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.

Explore for:

Lacerte
ProSeries

Quick employer forms accountant

Generate your clients' payroll forms quickly with our web-based application accessible directly from the tax software.

Explore for:

Lacerte
ProSeries

Tax planner and analyzer

Estimate your clients' future tax liability under multiple scenarios based on actual tax rates, plus give your individual/1040 clients personalized, tax-minimizing strategies.

Explore for:

Lacerte

Presentation products

Make a great impression on clients with envelopes and folders, specially designed for you.

Explore for:

Lacerte
ProSeries

Client organizer

Get the information you'll need to prepare virtually any client return. Data transfer helps you reduce time-consuming data entry and reduce the risk of errors.

Explore for:

ProSeries
(ProSeries Professional only)

Network sharing

Allow everyone in your tax practice the ability to conveniently share and synchronize client files from one common location.

Explore for:

ProSeries
(ProSeries Professional only)

Fixed asset manager

Easily track assets and calculate your clients' depreciation automatically.

Explore for:

ProSeries
(ProSeries Professional only)

Quick payment collection

Give your clients the option to pay out of their refund. Tax professionals pay the flat $15 fee per transaction. Free for your clients.

Explore for:

ProSeries
(ProSeries Professional only)

I choose add-on tools to help keep all of my work connected

so my clients always value their connection to me

Discover all of the options available to expand each Intuit professional tax product.