ProConnect Tax

What is ProConnect Tax?

ProConnect is a comprehensive tax management solution that streamlines your entire accounting and advisory workflow. This cloud-based platform empowers your firm to efficiently handle all aspects of tax preparation, from importing client data to generating final returns. With ProConnect, you can import information directly from external accounting systems, automate data entry and document collection, and manage client reviews seamlessly. The platform's built-in tax planner enables you to generate comparative tax scenarios, calculate liability, and export detailed summaries all within a unified portal. Whether your firm is handling simple or complex returns, ProConnect's scalable capabilities and real-time collaboration tools ensure your team can work together effectively from anywhere. Unlock the full potential of your tax practice with ProConnect's extensive ecosystem of integrations, streamlined workflows, and powerful automation features

Highlights

• Centralized data management: Import client information from external sources and store data in a centralized repository
• Automated processes: Streamline data entry, document collection, and other compliance tasks through advanced automation
• Tax planning capabilities: Generate comparative tax scenarios, calculate liability, and export detailed summaries
• Flexible collaboration: Enable real-time teamwork and access the platform from anywhere, on any device
• Extensive integrations: Leverage a wide range of seamless integrations to optimize your end-to-end workflow