ProConnect Tax (Beta) is heading to Intuit Accountant Suite

Now that tax season is over for the vast majority, it’s a perfect time to test new ‘tax preparation’ features.

One of the features we told you about in our prior coverage of Intuit Accountant Suite (IAS) was Intuit’s roadmap for Tax Prep within IAS.

Tax Prep powered by ProConnect Tax is headed to Intuit Accountant Suite

As of this month, Intuit will be introducing in ‘Beta’ Tax Prep powered by ProConnect Tax  for either IAS ‘Core’ or ‘Accelerate’ versions. This top requested integration provides a unified view of your firm’s most critical tax work, and allows IAS users to manage tax preparation workflows, track status, and assign tax-related tasks across your firm’s entire portfolio without even needing to log into individual QBO client files.

As the name implies, this new feature combines the features and efficiency of Intuit Accountant Suite with the power of Intuit ProConnect Tax. This seamless workflow bridges accounting and tax preparation I not a single, unified cloud platform, letting your firm run AI-powered tax insights, and e-file returns without switching apps. And ProConnect Tax will be the only professional tax software actually integrated within Intuit Accountant Suite. You will spend less time managing different tools and more time getting the work done.

Tax Prep powered by ProConnect Tax within IAS will provide:

• Unified workflows that eliminate data silos by automatically pulling trial balances, profit and loss statements, and balance sheets from each of your client’s QuickBooks Online files directly into the ProConnect tax return.

• AI-powered Tax Insights flow from Intuit Tax Advisor within the workflow to generate client tax planning strategies automatically, thus speeding up return filing.

• Practice Management consolidates task tracking, team member assignments, role-based access controls, and client communication into a centralized dashboard.

• Advanced Automation featuring smart automation for low-to-medium complexity returns, direct IRS transcript requests, and unlimited state support.

Want to be among the first to ‘Beta’ Tax Prep for Intuit Accountant Suite, you can find out more and sign-up to be among the first at this official Intuit Accountants website.