Intuit

ProConnect Tax Online


4 / 5
5 reviews


Average Ratings

5 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.95
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Intuit
  • www.intuit.com

About ProConnect Tax Online

Web-based tax solution that helps tax attorneys share documents with clients, import data, and get an access to the variety of forms.


ProConnect Tax Online Features

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

ProConnect Tax Online Reviews Recently Reviewed!


Good Value for Money

May 02, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Software has a lot of great features. The functionality is pretty good, however, the Intuit Link can be a bit frustrating at times. Software includes many features designed compliment and encourage a paperless and online (virtual) environment.

Cons: There were instances where certain updates appear to result in diminished functionality. particularly with the Intuit Link. There was a time when users could download all client provided documents with one click, a couple upgrades later, that feature was removed. In my opinion, the Intuit Link functionality does not address the fact that our client base includes users who are still not comfortable with technology use. It is not possible to send paperless copies of business returns to clients, this just irks me.

Some of the tech support folks need a lot more training in the product, and too many of them do not have any understanding of tax preparation.

Overall: Overall, the software is good value for money, tech support is readily available. Good product overall.

Great opportunity to get first-hand experience before committing....

Mar 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I appreciate the straight forward and no "fluff" aspect of the software vs other options that are more common like turbo tax and h&r block. Those options hit you with all kinds of unnecessary info and then on top of that if you don't know what you're doing you are liable to miss tax breaks and refund growing credits.

Cons: I'm still trying to find a reliable and similar option to ProConnect because I dunno if my small clientele will be enough to justify spending the money to own the software. I would be thrilled if they offered an option that charged per filed return or something along those lines.

Overall: I wanted a more professional and reliable software option vs just utilizing Turbo Tax, Tax Act, H&R Block, etc. I truly think that if I can find a way to justify the expense, ProConnect will be the choice for me. It is straight-forward yet extensive and allows me to feel like I'm offering a more professional and useful product to my clients.

Poor Software Support

Mar 01, 2019
2/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: The software is very much like Intuit's more powerful and robust program Lacerte. It is fairly user-friendly, making it easy to just pick up and use without going through tutorials or training.

Cons: Software support personnel are not provided with any training related to tax law or basic tax return preparation, which makes for a frustrating experience as a tax professional. When consulting with support to assist with software and program issues, they give incorrect advice which does not align with the tax laws.

Overall: This is my second (and will be my LAST) year using ProConnect Tax Online. After the first year I had numerous software-related problems and struggled with inadequate and untrained software support. I was assured that this very issue had been addressed by Intuit for the 2018 filing season, and was talked into giving PTO another try. So far, I do not see any changes from last year, and will not be returning to PTO for the 2019 filing season.

Great for new Tax Accounants who want to have their own clients

Mar 31, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how easy it is to find forms in this software. It is so simple to follow and it catches a lot of errors for you. They make it so much easier to prepare tax returns right the first time. I trust all the calculations, for the most part, but for a beginner it is great. And it's super affordable.

Cons: The customer support team is not the best and they are pretty slow.

Easy to Use

Aug 21, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Software is very easy to use. I am able to save significant time by saving and returning. I am also able to archive old data, making overall use much easier.

Cons: Wish there were some easier tools to searching for answers to specific tax questions/criteria as your filling out your forms so you make less mistakes and do not have to backtrack. I also wish the fee was smaller.