Join us on Wednesday, November 18, 2026, at 2:00 PM Eastern for QBTalks when representatives from both the Intuit Accountant Suite and ProConnect Tax teams join Murph and Dr. Christine Gervais, from Insightful Accountant’s Tax Practice News to cover the connectivity between these two Intuit platform solutions.
At Insightful Accountant’s September edition of QBTalks-Apps, we gave you a comparison of Intuit’s various professional tax (Lacerte, ProSeries and ProConnect) products. We’ve also been telling you for months (seems like years) that Intuit will be sunsetting QuickBooks Online Accountant in favor of Intuit Accountant Suite.
While QBO-Accountant has had a rudimentary form of connectivity between it and ProConnect Tax, it was just a simple transfer of data, more than a true synchronization. But both the ProConnect Tax and Intuit Accountant Suite teams have been working to bring you something truly beneficial to both Accountants using IAS who do taxes with ProConnect, and ProConnect Tax Preparers who have clients with QuickBooks files accessible through their Accountant’s Intuit Accountant Suite.
A new Tax Overview dashboard within Intuit Accountant Suite provides all the IAS Clients that are also ProConnect Tax clients along with information about the status of each client with respect to their returns (by return year and type). You can also initiate a Tax Engagement from this Dashboard choosing the type of return(s) that need to be prepared. As the Administrator you can assign your team members to the tax ‘preparer,’ ‘reviewer,’ and ‘approver’ for each such tax engagement.
Continuing in this light, you can open the client’s ProConnect tax return in IAS, and IAS then shows that you are inside ProConnect tax within IAS. This kind of feature functionality is made possible only by the unified platform that eliminates context-switch and data silos, making the accounting, books close, tax return preparation, review, approval and filing easier than ever before.
In addition, Intuit presented moving beyond ‘tax returns’ to tax planning by incorporation of Intuit Tax Advisor into this mix allowing tax advisors to turn both financial and tax data into client-ready tax plans. And because of the connectivity between IAS and ProConnect, along with the ability to look at current year books, advisors can spot potential savings and advise their clients all year, not just at filing.
If all of this sounds too good to be true, then I suggest you join us, for “Intuit Accountant Suite and ProConnect Tax Connectivity” at our next QBTalks on Wednesday, November 18, 2026 at 2:00 PM Eastern.
CPE Requirements
This show includes a QBTalks-Extra segment covering advisory services related content. To earn the 1.5 CPEs from this show, participants must attend a minimum of 75-minutes of the 90-minute show during both the primary and extra segments, and answer at least four (4) CPE polling questions based on the learning objectives (set forth below*).
CPE Learning Objectives
Upon completion of the webinar, participants should be able to:
Identify, from a list provided, at least one aspect of connectivity between Intuit Accountant Suite and ProConnect Tax.
Choose, from a list provided, one or more, workflows that might be used by Intuit Accountant Suite and ProConnect Tax users when the are responsible for both accounting and tax services for their clients.
Select, from a list provided, which Intuit Accountant Suite and/or ProConnect Tax features you would like to learn more about.
Identify, from a list provided, ways in which the Clear Path to Cash Advisor helps accountants, bookkeepers, and other advisors move beyond reporting to help clients make better business decisions.
About our Webinar Sponsor
SmartVault is a secure, cloud-based document management and client portal platform built specifically for accounting and tax professionals. During their sponsor presentation SmartVault will discuss how their platform combines secure file storage, client collaboration, workflow automation, and compliance-focused controls in one system designed to help firms modernize document-heavy tax and accounting processes.
About our QBTalks-Extra segment
“The F.I.X. Framework – Turning Financial Insights into Clear Client Action” features the Clear Path to Cash Advisor enablement platform for accountants, bookkeepers, fractional CFOs, and business advisors who want to move beyond reporting and help clients make better business decisions.
During this 30-minute QBTalks-Extra segment, Mike Milan, know by many as ‘Cash Flow Mike’ will turn complex financial concepts into practical, clear and usable information using the Clear Path to Cash platform he founded.
Please note, the required CPE Polling Question # 4 will be presented during the QBTalks-Extra segment.
Webinar Registration
So, be sure to join Murph and Dr. Christine Gervais on November 18, 2026, at 2:00 PM Eastern as they explore the connectivity features between Intuit Accountant Suite and ProConnect Tax.
If you are not already registered for QBTalks and QBTalks-Apps you can sign up HERE.