# Intuit ProConnect Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Intuit ProConnect Tax the right Tax Practice Management solution for you? Explore 23 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/249727/ProConnect-Tax/reviews

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Intuit ProConnect Tax

4.2 (23)

[View alternatives](https://www.capterra.com/p/249727/ProConnect-Tax/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Intuit ProConnect Tax

Ease of use

4.3

Customer Service

3.3

## Pros and Cons in Reviews

AS

Andrew S

Tax AssociteAccounting, 2 - 10 employeesUsed the software for: 1-2 years.

“I have used ProConnect for the last two years and thought he price point is higher than the industry average, what it provides justifies the price in my opinion.“

October 27, 2025

Kelly A

Owner and OperatorAccounting, Self-employedUsed the software for: More than 2 years.

“More concerning is their poor retention of quality support staff - they terminate experienced representatives for minor errors that should be addressed through coaching rather than dismissal. When you have excellent support staff who've been with the company for years with clean records, a single mistake should be a learning opportunity, not grounds for termination.“

August 21, 2025

LC

Linsay C

OwnerAccounting, Self-employedUsed the software for: Less than 6 months.

“The software is easy to use and a quick setup solution if you need something to file quickly or to look at planning options for a client.“

November 15, 2023

JD

John D

CPAAccounting, Self-employedUsed the software for: 1-2 years.

“The pricing really put a damper on the experience as a whole“

February 3, 2021

## Showing most helpful reviews

Showing 1-23 of 23 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Scientist  
Medical Practice  
Used the software for: Less than 6 months

### "Easier interface, recommended to use it!!"

August 20, 2023

4.0

Earlier accessing all client accounts at once place and integrating the same with verified calculations was a tedious task. However, with ProConnect tax this issue is resolved and it serves as a genie for all your and your client tax needs at one place. The ease of execution is commendable.

Pros

The interface is very good and calculations are accurate. It incorporates various time saving features like Docusign/8879 e-signature, K-1 import etc. Further detailed worksheets are available to understand the exact calculations. Its a time saver and best tax cal buddy in the available segment.

Cons

The pricing is a bit on a higher side and compared to it's competitors it seems costly. Further a better customer/user support is required. A promt response is what we expect as a user. Some improvement needed.

Switched from

[Utility Software](https://www.capterra.com/p/163420/Utility-Software/)

Pricing was a concern.

Review Source

AS

Andrew S.  
Tax Associte  
Accounting  
Used the software for: 1-2 years

### "Tax User - Small practice >400 clients "

October 27, 2025

4.0

I have used ProConnect for the last two years and thought he price point is higher than the industry average, what it provides justifies the price in my opinion.

Pros

I enjoy the UI vs other competitors. Its easy to navigate and allows for cross analyzing data YoY. The ability to navigate is understated based on clientele.

Cons

Compared to the competition, there isnt much I would dislike just due to the fact it seems ProConnect has taken steps to become more efficient. The only con would be the price.

Alternatives considered

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)

Reason for choosing Intuit ProConnect Tax

UI and future possibilities of integrations and development

Review Source

VR

Verified Reviewer  
Owner and Operator  
Accounting  
Used the software for: 2+ years

### "Reliable Tax Prep Marred by Persistent Bugs and Rising Costs will eventually be the largest cost for Intuit"

August 21, 2025

3.0

The user experience is acceptable overall. The software would be significantly better with fewer bugs and improved customer support. From personal experience, Intuit's support team lacks consistency. More concerning is their poor retention of quality support staff - they terminate experienced representatives for minor errors that should be addressed through coaching rather than dismissal. When you have excellent support staff who've been with the company for years with clean records, a single mistake should be a learning opportunity, not grounds for termination. The replacements often can't match the expertise and dedication of the dismissed employees.

Pros

The software functions adequately for basic tax preparation needs. Bank products are available and tracking for time in returns and tax prep plans are also a great use feature.

Cons

The software has persistent bugs that raise serious reliability concerns. I regularly question data accuracy and fear incorrect information could be transmitted to the IRS. The most alarming problem occurs when client and firm data becomes cross-contaminated - one client's information incorrectly appears in another firm's records. At $99 per user (even for single users), the pricing is excessive. The recent price increases for new integrations that most users neither requested nor need make this worse. Since many of us don't require multi-user features, why should we pay premium prices while existing bugs remain unresolved and new features are prioritized over fixing current issues?

Switched from

[TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/)

Poor customer support and product reliability at the time.

Review Source

MT

Michel T.  
Owner  
Accounting  
Used the software for: 2+ years

### "ProConnect Tax"

August 17, 2023

4.0

My overall experience is great and I like the integration with Quickbooks so it saves time on manual entries. The pay per return is more expensive if you are not doing a lot of tax returns but it is more efficient than some other tax softwares that I have used.

Pros

I like that it imports my Quickbooks online data directly into the tax return. It also imports most W-2's and 1099's so you data entry errors are reduced and saves time.

Cons

I feel like the document collection link could be better. When my clients had issues with uploading their documents, I could not help them because I could not see what it looked like on their side.

Switched from

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

I made the switch because I liked that Proconnect Tax integrates with QuickBooks.

Review Source

LR

Luis R.  
Owner  
Accounting  
Used the software for: 6-12 months

### "Easy to use, accurate returns, but a little pricey"

November 1, 2022

5.0

Overall, the Proconnect is easy to use and calculations are accurate. The fact that it's cloud based is a huge plus as it eliminates the need to maintain your own PC's updated and backed up.

Pros

The software is fully cloud based, which is very convenient. There is no need to manage PC back ups or updates as it is all managed by the software on their servers.

Cons

Although it's a great software, it is a bit pricey at $95 per return. Unless you're working with super high income clients, it's hard to justify the pricing of this software.

Alternatives considered

[ATX](https://www.capterra.com/p/233241/ATX/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)

Reason for choosing Intuit ProConnect Tax

Wanted to try out a cloud based solution.

Switched from

[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)

I received a promo and decided to give it a try.

Review Source

KK

Kara K.  
Senior Associate  
Accounting  
Used the software for: 2+ years

### "Our favorite tax prep software"

June 19, 2025

5.0

Overall, my experience with ProConnect Tax has been very positive. It is our firm's go-to software for all of our tax prep.

Pros

Our team really loves the "tax prep" integration with QuickBooks Online, among some other features that are built into ProConnect.

Cons

I wish that Intuit Link was a little easier to work with. It feels like customizing the info that we send to clients through there often takes longer than it should because some type of error or weird functionality issue.

Review Source

VR

Verified Reviewer  
Principal  
Financial Services  
Used the software for: 2+ years

### "Good Value for Money"

May 2, 2019

4.0

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

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.

Review Source

VR

Verified Reviewer  
Senior Assoicate  
Financial Services  
Used the software for: 1-2 years

### "Easy to Use"

August 21, 2018

5.0

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.

Review Source

VR

Verified Reviewer  
Owner  
Accounting  
Used the software for: Less than 6 months

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

March 19, 2019

4.0

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.

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.

Review Source

VR

Verified Reviewer  
Owner  
Accounting  
Used the software for: I used a free trial

### "Amazing tool and Best online/cloud software for taxes"

September 5, 2019

5.0

Overall, I think this is the best product out there for remote tax preparers and consultants. I love it and accept it for the minimal flaws I've seen. I also know that they are constantly working on updating and improving the software, so complaints are taken seriously.

Pros

I LOVE that you can perform tax projections for free before committing to purchasing anything! I also love that it is a cloud software you can access anywhere online and it is super fast. One more thing that is a great feature is the connection to Quickbooks Online so you don't have to enter the P&L by hand! It will pull in the data straight from the software (they talk to eachother!)

Cons

All intuit products will randomly log you out without warning or saving your work, so you have to be saving things constantly. I also don't love that you have to pay in bulk based on the amount of clients you expect to have - I'm a new business and don't really know how many clients I'll have yet :(

Review Source

IT

Isaac T.  
Finance Manager  
Utilities  
Used the software for: 1-2 years

### "Useful Tax Control and Computation Solution "

April 29, 2024

5.0

Pros

ProConnect Tax has included all the tax standards and details, making the process of computation straightforward.

Cons

ProConnect Tax is updated with all the tax compliance solution for companies.

Review Source

JM

Jared M.  
Owner  
Financial Services  
Used the software for: 2+ years

### "Best online software out there but expensive"

February 18, 2022

5.0

Pros

ProConnect is the best online tax preparation software I think available in the market right now. This professional software has several time saving features including built in Docusign/8879 e-signature, K-1 import, W2 import, and multiple 1099 and 1098 import functions. Very easy functionality to add and remove team members within the practice. Can be accessed from any internet connected device. There are also robust diagnostics which are ran on every return which has saved us time and also helps us prepare the most accurate returns. Easy side-by-side year over year comparison to catch any other mistakes. Detailed worksheets are printed with return to understand how software is calculating things.

Cons

They use a hook and bait technique where they lure you in with a very competitive price but then later double and triple the price from what you first paid. Intuit really needs to add a flat pricing structure, especially for smaller firms. I started out paying something like $20-30 per return and this past year they were wanting to charge $90 per return. That is simply not sustainable if someone is wanting to grow their tax practice.

Alternatives considered

[TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[OLT OnLine Taxes](https://www.capterra.com/p/233261/OLT-OnLine-Taxes/)

Reason for choosing Intuit ProConnect Tax

Robust diagnostics and accuracy

Review Source

AD

Aurielle D.  
Tax Specialist  
Financial Services  
Used the software for: 6-12 months

### "ProConnect gets the job done"

July 29, 2022

4.0

It gets the job done, but I feel it could be better

Pros

I like being able to customize return statuses and assign returns to preparers

Cons

I don't like that you cannot see who is assigned to a return when you are inside it and not being able to change the assignee inside the return. I would like to be able to also sort returns by status by preparer. I don't like not being able to exclude the engagement letter when bulk sending intuit link requests. I don't like that the engagement letter only allows for one signature.

Review Source

LC

Linsay C.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "ProConnect small practice option"

November 15, 2023

4.0

The software is easy to use and a quick setup solution if you need something to file quickly or to look at planning options for a client.

Pros

ProConnect is easy to use, especially if you are familiar with Lacerte products. It offers a straightforward workflow with a table of contents that is grouped by area. It connects to QuickBooks Online to make return creation and import of trial balances easy.

Cons

Some inputs like depreciation are hard to get to and don't line up with the rental or business sections in the individual software. The cost isn't as low as some other options for even a small number of returns.

Review Source

TS

Tina S.  
Owner  
Accounting  
Used the software for: 1-2 years

### "Poor Software Support"

March 1, 2019

2.0

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.

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.

Review Source

HB

Holly B.  
Owner  
Accounting  
Used the software for: 2+ years

### "changing software"

September 14, 2022

3.0

It is not a bad system if you want to be nickel and dimed over everything. You can get good support if you want to get on the phone and wait and wait before a person will finally help you. live chat will only ask for what line do you need

Pros

I used this software for 5 years i was use to it and its issues

Cons

trying to do a state return, trying to use the live chat. live chat use to be a good feature but it has really gone down hill. the price of the software and always looking for more money.

Reason for choosing Intuit ProConnect Tax

5 years ago it had great reviews now i know better

Review Source

GR

Guadalupe R.  
Owner  
Accounting  
Used the software for: 2+ years

### "ProConnect Tax Online"

October 22, 2020

5.0

I love it. It is very easy to use and user friendly.

Pros

I like it that is online, I can access my client's accounts from anywhere, anytime. There is no need to be in the office off season in order to see clients' tax returns.

Cons

The only thing I feel needs improvement is the direct deposit window, I would love to have a confirmation line for the account and routing numbers. That way the risk of accidentally typing a wrong number will dramatically decrease.

Review Source

MS

Meghan S.  
CPA  
Accounting  
Used the software for: 6-12 months

### "ProConnect for First Year Firm"

August 5, 2022

5.0

For the most part, I have liked the software, but I have found quirks that I have to work around or get past sometimes (like with most Intuit products). I wish it was easier for tax preparers to adjust and fix things on their own without Intuit causing roadblocks. Intuit support with ProConnect has been FAR better than other Intuit products I have used.

Pros

I like the search feature so that I can easily find forms. I think it's a very clean software to use.

Cons

I think it's not the best for advanced tax returns. I have some business clients with multi-state returns and I don't feel like ProConnect meets those needs well.

Alternatives considered

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)

Review Source

SS

STEVEN S.  
CPA  
Accounting  
Used the software for: 2+ years

### "CHARGING FOR PRIOR YEAR TAX RETURNS NOW"

January 16, 2020

4.0

Pros

I have no issues with the functionality. It actually works nicely and has steadily improved over the years

Cons

ATTENTION USERS!!!!!! THEY JUST STARTED CHARGING FOR PRIOR YEAR TAX RETURNS. PRIOR YEARS RETURNS HAD ALWAYS BEEN PROVIDED FOR FREE LIKE ALL OTHER TAX SOFTWARE PROVIDERS. THEY QUIELTYL CHANGED THAT STARTING WITH THE 2019 TAX FILING YEAR. THEY HOPE YOU DON'T NOTICE.

Review Source

JD

John D.  
CPA  
Accounting  
Used the software for: 1-2 years

### "Good for starting firms but get off ASAP"

February 3, 2021

4.0

The pricing really put a damper on the experience as a whole

Pros

Pay per return option was reasonable and it integrates with a lot on software

Cons

It has dynamic pricing so the prices change on a regular basis as Intuit tries to get the most money out of you that it can

Alternatives considered

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)

Reason for choosing Intuit ProConnect Tax

Pricing for small firms

Review Source

ML

Michael L.  
Ceo  
Accounting  
Used the software for: 2+ years

### "Service is terrible "

March 8, 2023

4.0

See above

Pros

soft generally good- a bit complicated and help not good

Cons

The service is terrible they make you wait and wait- personnel dont know antything about taxes and not a lot about their product- they use untrained people and make you jump thru hoops to get someone qualified- they are not cheap and i expected more - in past I got it

Switched from

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

Document storage

Review Source

DS

Dana S.  
Tax Preparer  
Accounting  
Used the software for: 1-2 years

### "I used ProConnect Tax in 2021 & 2022"

October 5, 2023

4.0

I thought it was fairly easy to use, once you get the hang of it. It was easy to set-up.

Pros

Easy onboarding, professional emails sent to client to request additional information.

Cons

There was no access to some of the forms.

Reason for choosing Intuit ProConnect Tax

My employer was offering a discount

Review Source

MM

Marc M.  
CPA  
Accounting  
Used the software for: 2+ years

### "Best Cloud-based Tax Prep Software"

November 29, 2021

5.0

Overall the product is simple and easy to navigate, customer service is great, it is continually improved year after year. Best cloudbased platform I know of.

Pros

ProConnect has been so convenient and intuitive for me.

Cons

It is expensive on a per return basis, though they do offer discounts the more you purchase.

Reason for choosing Intuit ProConnect Tax

Convenience and ease of use.

Review Source

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