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TAX SOFTWARE INTEGRATIONS

Ecosystem of tax products—a new and intelligent way to power your firm

Create solutions with the use of seamless integrated tools.

Or call 844-880-4648 to talk with one of our specialists.

Solve common pain points with smart integrations that work better together

Top benefits:

Fast-track convenience

eSignature | Pay-by-Refund

Do more in less time with convenient signing and payment options.

Digital flexibility

Hosting | eSignature

Seamlessly manage your tax prep and signing workflow no matter where you are in the cloud.

Secure, reliable protection

Hosting | eSignature | Protection Plus

Keep your data safe with enhanced security measures and protection services.

Full cloud-based workflow

Hosting | eSignature |
Intuit Tax Advisor

Work more efficiently online, and connect your tax prep, advisory services, and e-sign workflows.

More seamlessly integrated tools to help you create your own end-to-end solution

NEW

SafeSend

Available for:

LACERTE

Save time and elevate the client experience by automating tax return assembly, delivery, e-signing, and payments, all in one place.*


 

Document management

Available for:

LACERTE

PROSERIES

Easily scan and store source documents and client returns. Plus, share almost any type of client information.


POWERED BY QUICKBOOKS

Professional tax paper supplies

Available for:

LACERTE

PROSERIES

Instill confidence in your firm's professional capabilities with premium tax return folders and envelopes, designed to match slip sheets printed from Lacerte and ProSeries.


 

Quick employer forms

Available for:

LACERTE

PROSERIES

Quickly generate 1099 and W-2 forms directly from ProSeries or Lacerte.


PROSERIES PRO ONLY

Data import

Available for:

LACERTE

PROSERIES

Quickly and reliably import data into your return with just a few clicks.


 

Link client portal

Available for:

PROCONNECT

LACERTE

PROSERIES

Easily request client information and send client data through a secure online portal.


 

Ignition

Available for:

LACERTE

PROSERIES

Streamline your proposals and automate the sales process from first contact to money in the bank.


 

Tax planner and analyzer

Available for:

LACERTE

Provide compliance services by estimating taxable income and using tax liability to avoid underpayment penalties and surprises. Choose from 4 tax plan strategies to enhance your offerings.


PROSERIES PRO ONLY

Client organizer

Available for:

PROSERIES

Get the information you need to prepare virtually any client return quickly with data transfer capabilities and reduce risk of errors.


PROSERIES PRO ONLY

Fixed asset manager

Available for:

PROSERIES

Depreciation software that helps you easily track assets and calculate your clients' depreciation automatically.


PROSERIES PRO ONLY

Network sharing

Available for:

PROSERIES

Enable everyone in your practice to share and synchronize client files from one common location.


 

QuickCollect

Available for:

PROSERIES

Give your clients the option to pay your tax prep fees from their refund.


Learn more about product-specific integrations

ProConnect Tax

#1 online professional tax software platform*

Explore more
Lacerte Tax

Powerful tax software for complex returns

Explore more
ProSeries Tax

Easy-to-use professional tax software

Explore more

Focus on what you do best, and do more with integrated workflow tools.

Or call 844-880-4648 to talk with one of our specialists.