Pricing Structure For Proconnect Renewals

Meet some of the team who works hard to bring you more productivity every day. By accessing and using this page you agree to the Terms and Conditions. Enjoy peace of mind with end-to-end security built into your software by Intuit. Handle the most complex tax scenarios with more than 20,000 automated calculations. Take on any tax scenario with the strength of Intuit on your side. Tax Pro Center Stay in the know with daily articles on what’s important and what’s trending in tax and accounting. Intuit ProSeries Tax Get simple forms-based screens and one-click access to calculation details.

  • Give your clients an easy way to pay your tax prep fees diretly from their refund, so you get paid fast and they avoid up-front, out-of-pocket costs.
  • Add ease to your workflow with advanced tools delivered through your web browser.
  • You’ll have a dashboard that lets you see statuses, filter and sort, and check for rejections.
  • Resources for starting a tax practice Read articles curated especially for pros establishing a new practice.
  • QuickBooks Online Accountant Get features and resources available only to accountants and bookkeepers, you can grow and run your practice, your way.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice. Save 30% off the purchase of all tax https://intuit-payroll.org/ year 2020 tax returns purchased between 8 a.m. 30% discount is a limited-time offer for new customers that may only be claimed once. Purchase discounted returns directly from Intuit ProConnect Tax at pto.intuit.com or call .

How Do I Prepare A Superseding Return For Mfj To Mfs To Get The Unem ..

We help safeguard sensitive information with password protection, multifactor authentication data encryption, anti-virus software, and more. Keep track of all your tasks, emails, and client details in one place that lets you automate workflows, get real-time updates, and stay connected. See documents — whether uploaded by you or your clients — all on a single screen, with the ability to organize into folders, preview, download, and more. See documents—whether uploaded by you or your clients—all on a single screen, with the ability to organize into folders, preview, download, and more. Your software updates itself automatically so you’ll always have the latest technology and tax content at your fingertips. Add ease to your workflow with advanced tools delivered through your web browser. Breeze through returns with easy-to-use worksheets and smart filters that simplify your views.

QuickBooks Online Accountant Access all your QuickBooks clients, resources, and tools under one login from anywhere. Resources for starting a tax practice Read articles curated especially for pros establishing a new practice. QuickBooks Accountant Desktop Do more for your desktop clients from the convenience of your office, and discover newfound flexibility for a more efficient practice. By adding a watermark to a working version of a tax return, you can send it to a client for review without worrying that it may be filed prematurely. Protect your clients—share a copy of a return while ensuring the security of their social security number.

See The Steps For A Firm Of The Future

There is a function within PTO, on the File Return tab, under Print to Share PDF via Link. In other words, if you want to stay within the ProConnect ecosystem, creating a new item in Link under Document Checklist and using the Act as taxpayer function would be the way to go. New for tax year 2020, we’ve extended the functionality of Microsoft Excel-based imports to include depreciation and pass-through entity members.

intuit proconnect tax online

Help your clients rest easy with no upfront, out-of-pocket costs to compensate you for your services—with the extra benefit of identity-theft bookkeeping protection included. Experience the next level of productivity that lets you deliver more for your tax clients in less time.

Ensure that your clients feel secure and increase your brand awareness by uploading your firm’s logo in Link. Create and schedule automated reminders for individuals or all clients, depending on custom criteria. Avoid the risk of sending financial accounting your clients’ confidential information by mail, email, or unsecured file-sharing and protect them with 256-bit encryption. Your client is delighted to know they’ve gotten you everything you need and excitedly awaits their tax refund.

@mocpabe aware that you will need to have a EFIN to e-file, even if it is just your own return. You will be able to prepare and print a return to mail without the EFIN.

Data Import

You can also send request templates to multiple clients at once, rather than going through clients one by one, making your data collection process easier and faster. Learn the way you want, when you want, with complete training resources to help you make the most of your new software and navigate tax law changes. Take advantage of how-to videos and step-by-step articles, plus live and recorded webinars. ProConnect Tax Online includes product help and support options, with users able to payroll request help without leaving the screen on which they are working. New users will appreciate the product tour offered on the Welcome screen, and the How-To’s offers tips and training options available for all ProConnect users. Intuit Link is included with ProConnect Tax and works like a portal, allowing document sharing with clients. Users can connect to the client portal account to view the status of requests, automate the data entry process, and allow clients to e-sign tax documents.

The “Profile” tab makes is easy for you to quickly update tax payer and spouse information, filing status, and number of dependents. Create and save as many email templates as you need for your client base. Your client accepts your invitation and understands what they need to send you. Track your client’s progress in accomplishing your requests and follow up if necessary.

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