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Über ProConnect Tax

Cloud-based solution that enables businesses to file tax returns using file sharing, batch processing, user access management and more.

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Nutzerbewertungen filtern (9)

Verifizierter Rezensent
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Amazing tool and Best online/cloud software for taxes

5 vor 2 Jahren

Kommentare: 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.

Vorteile:

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!)

Nachteile:

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 :(

John D.
CPA in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Good for starting firms but get off ASAP

4 vor 10 Monaten

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

Vorteile:

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

Nachteile:

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

Marc M.
CPA in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best Cloud-based Tax Prep Software

5 letzte Woche Neu

Kommentare: 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.

Vorteile:

ProConnect has been so convenient and intuitive for me.

Nachteile:

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

Tina S.
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Poor Software Support

2 vor 3 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Verifizierter Rezensent
Principal in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good Value for Money

4 vor 3 Jahren

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

Vorteile:

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.

Nachteile:

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.

Guadalupe R.
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

ProConnect Tax Online

5 letztes Jahr

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

Vorteile:

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.

Nachteile:

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.

Steven S.
CPA in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CHARGING FOR PRIOR YEAR TAX RETURNS NOW

4 vor 2 Jahren

Vorteile:

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

Nachteile:

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.

Verifizierter Rezensent
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

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

4 vor 3 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Verifizierter Rezensent
Senior Assoicate in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy to Use

5 vor 3 Jahren

Vorteile:

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.

Nachteile:

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.