ProConnect Tax
7.4#4 in small business tax softwareWebAPImacOSWindows
Visit| Fact | ProConnect Tax | Sure-Fire Tax Software |
|---|---|---|
| Client portal | Intuit Link is built into the workflow for requesting documents, exchanging messages and tracking client activity. | The client portal supports document uploads, appointment scheduling, text messaging, and electronic signatures. |
| Integrations | The product page names Intuit Accountant Suite, Intuit Sign, Intuit Tax Advisor, SmartVault and QuickBooks-related workflows as connected tools. | Sure-Fire lists bank product integration and client portal integration via StayPaperless. |
ProConnect Tax suits accounting firms preparing individual and business returns, from smaller practices to high-volume teams. Firms using QuickBooks Accountant may find its bookkeeping transfer option relevant.
Pay-Per-Return is positioned for occasional preparers, Essentials for solo preparers and small offices, and Professional for multi-preparer firms and corporate filers.