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.