Avis clients sur ProConnect Tax

Amazing tool and Best online/cloud software for taxes

Commentaires : 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.

Avantages :

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!)

Inconvénients :

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 :(

ProConnect Tax

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Poor Software Support

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Easy to use, accurate returns, but a little pricey

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Best online software out there but expensive

Avantages :

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.

Inconvénients :

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.

Useful Tax Control and Computation Solution

Avantages :

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

Inconvénients :

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

Good for starting firms but get off ASAP

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

Avantages :

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

Inconvénients :

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

Good Value for Money

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

Avantages :

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.

Inconvénients :

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.

ProConnect Tax Online

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

Avantages :

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.

Inconvénients :

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.

Easier interface, recommended to use it!!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

CHARGING FOR PRIOR YEAR TAX RETURNS NOW

Avantages :

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

Inconvénients :

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.

ProConnect for First Year Firm

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Service is terrible

Commentaires : See above

Avantages :

soft generally good- a bit complicated and help not good

Inconvénients :

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

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

changing software

Commentaires : 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

Avantages :

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

Inconvénients :

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.

ProConnect gets the job done

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

Avantages :

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

Inconvénients :

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.

ProConnect small practice option

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Easy to Use

Avantages :

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.

Inconvénients :

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.

I used ProConnect Tax in 2021 & 2022

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

Avantages :

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

Inconvénients :

There was no access to some of the forms.

Best Cloud-based Tax Prep Software

Commentaires : 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.

Avantages :

ProConnect has been so convenient and intuitive for me.

Inconvénients :

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