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ProConnect Tax
What ProConnect Tax is
ProConnect Tax is cloud-based professional tax preparation software for accounting firms, available on web and Windows. SmartReturn builds low- to medium-complexity 1040 returns from imported information. AI tools extract document data, assist with import and review, and suggest a route through return preparation. The product page lists support for more than 7,200 forms and 21,000 diagnostics. Firms can move bookkeeping information from QuickBooks Accountant into ProConnect or export it. The product also powers Tax Prep in Intuit Accountant Suite, which connects books and tax work and provides client workflow visibility. Listed integrations include SmartVault, Pay-by-Refund, and Quick Employer Forms. Individual returns cost $82.46, paid once and business returns cost $97.48, paid once; each is tied to a tax year and requires separate User Access. That access costs $210 a year and is required for e-filing, printing, and other listed services. Annual firm plans begin at $2,478 a year for Essentials 50.
Who it suits
The listed plans cover smaller firms, growing practices, and high-volume firms with multiple preparers. Its QuickBooks connection and return preparation tools suit accounting firms handling both bookkeeping information and tax returns.
What it does well
- SmartReturn prepares some 1040 returns from imported data
- Supports more than 7,200 forms and 21,000 diagnostics
- Bookkeeping information can move from QuickBooks Accountant
- Includes federal and state e-file support
What to know first
- No free plan
- User Access costs $210 a year separately
- Returns are specific to a tax year
- Trial excludes e-filing and printing
Limits
The trial covers tax year 2025 but excludes e-filing, printing, and features requiring User Access. Individual and business returns are tax-year specific, and User Access is required separately for e-filing, printing, and other listed services.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Individual returns, pay as you go | Individual returns purchased as needed | On request |
| Business returns, pay as you go | Business returns purchased as needed | On request |
| Individual returns, upfront 50+ | 50+ returns | On request |
| Individual returns, upfront 100+ | 100+ returns | On request |
| Individual returns, upfront 200+ | 200+ returns | On request |
| User Access | $210 per User Access license ($2,100 flat for 10+ users) · Single user login · access applies only to purchased calendar year · required for e-filing, printing, and other ProConnect services | $210 a year |
| ProConnect Essentials 50 | annual · 1 user · 50 individual returns · all states · unlimited 1099/W2 filing · business returns extra | $2,478 a year |
| Individual return, 200+ volume | per return · 200 or more individual returns | $32.21, paid once |
The first 8 of 21 plans, as accountants.intuit.com lists them, read 21 Sept 2026. The maker's own page has the final word. Every plan
Getting started
- Open the ProConnect Tax website
- Choose individual returns, business returns, User Access, or an annual firm plan
- Start the free trial if you are a new customer
- Use the web service or Windows version
- Purchase User Access for e-filing, printing, and listed User Access services
Verdict
ProConnect Tax offers return preparation tools, bookkeeping data transfer, and multiple annual plan sizes for accounting firms. Budget for separate User Access when e-filing or printing returns, and note that returns are purchased for a specific tax year.
Questions
Does ProConnect Tax have a free plan?
No. It is paid, although a free trial is available for new customers.
How much does an individual return cost?
An individual return costs $82.46, paid once and requires User Access separately.
How much does User Access cost?
User Access costs $210 a year for one license; a 10-plus-user option is billed at 2,100 USD flat.
Which platforms support ProConnect Tax?
It is available on the web and Windows.
What does the trial include?
The trial includes ProConnect tax software for tax year 2025, but not e-filing, printing, or features that require User Access.
Which integrations are listed?
ProConnect lists QuickBooks Accountant, SmartVault, Pay-by-Refund, and Quick Employer Forms integrations.
Facts from ProConnect Tax's own pages
- AI data import
- AI extraction can capture information from source documents for preparer review before it enters a return. · accountants.intuit.com, 15 Oct 2026
- AI navigation
- Smart Navigation recommends paths through complex returns and helps users move between preparation steps. · accountants.intuit.com, 15 Oct 2026
- AI workflow
- Its AI features include document data extraction, AI-assisted import and review, and Smart Navigation that suggests a path through return preparation. · accountants.intuit.com, 30 Sept 2026
- Chrome integration rating
- The Tallyfor Connect Chrome extension, which fills ProConnect forms from accounting data, is rated 5.0 out of 5 from 3 ratings. · chromewebstore.google.com, 15 Oct 2026
- Client portal
- Intuit Link is built into the workflow for requesting documents, exchanging messages and tracking client activity. · accountants.intuit.com, 15 Oct 2026
- Cloud delivery
- The product runs through supported web browsers and stores working data on Intuit servers rather than requiring a traditional desktop installation. · accountants.intuit.com, 15 Oct 2026
- Company legal name
- Intuit Inc. is the corporate entity identified in its 2026 annual report and ProConnect terms. · investors.intuit.com, 15 Oct 2026
- Company ownership
- Intuit is listed by LinkedIn as a public company. · linkedin.com, 15 Oct 2026
- Company size
- LinkedIn lists Intuit as having more than 10,001 employees. · linkedin.com, 15 Oct 2026
- Data retention
- The FAQ says cloud data is stored securely but Intuit does not guarantee indefinite retention, and closing an account removes access. · accountants.intuit.com, 15 Oct 2026
- Developer extensibility
- Third-party automation exists through partner integrations such as Juno, which says it sends mapped data into ProConnect through an Intuit API authorization flow. · juno.tax, 15 Oct 2026
- Diagnostics
- The product page says ProConnect uses more than 21,000 diagnostics to identify return issues early. · accountants.intuit.com, 15 Oct 2026
- Documentation and support
- Intuit provides setup steps, help articles, FAQs, training resources, videos and specialist phone support for ProConnect users. · accountants.intuit.com, 15 Oct 2026
- E-signatures
- Intuit Sign provides unlimited digital signatures and authentication without a separate purchase on the listed plans. · accountants.intuit.com, 15 Oct 2026
- Forms and diagnostics
- The product page says ProConnect supports 7,200+ forms and more than 21,000 diagnostics. · accountants.intuit.com, 30 Sept 2026
- Founded
- 1983 · accountants.intuit.com, 28 Sept 2026
- Headquarters
- Mountain View, California, United States · accountants.intuit.com, 28 Sept 2026
- Integrations
- The product page names Intuit Accountant Suite, Intuit Sign, Intuit Tax Advisor, SmartVault and QuickBooks-related workflows as connected tools. · accountants.intuit.com, 15 Oct 2026
- Intended users
- The pricing page describes Essentials for smaller firms, Plus for growing firms, and Advanced for high-volume firms with multi-preparer teams. · accountants.intuit.com, 30 Sept 2026
- Intuit Accountant Suite
- ProConnect Tax powers the Suite’s Tax Prep tool, which connects books and tax work and provides client workflow visibility. · accountants.intuit.com, 30 Sept 2026
- IRS transcripts
- Preparers can connect to the IRS and download client transcripts from a Transcripts area in ProConnect. · accountants.intuit.com, 15 Oct 2026
- Limit: client portal
- Reviewers report that Intuit Link customization and troubleshooting client uploads can be awkward. · capterra.com, 15 Oct 2026
- Limit: outage
- Intuit acknowledged and later resolved a July 8, 2026 sign-in incident affecting ProConnect Tax and other Intuit products. · accountants.intuit.com, 15 Oct 2026
- Limit: price
- Capterra reviews repeatedly call the cost high relative to competing tax products, especially for smaller practices or low return volumes. · capterra.com, 15 Oct 2026
Where ProConnect Tax stands on Freedom251
- Small Business Tax Software#10 of 30
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- AI Tax Software#23 of 32