Intuit ProConnect Ecosystem for Tax Firms

Tax prep made easy with Intuit ProConnect—the #1 cloud-based professional tax software ¹

Powered by the robust Lacerte engine, Intuit ProConnect Tax supports over 5,700 tax forms, and more than 21,000 critical diagnostics to make high-volume tax work seem easy.

With deep integrations to best-of-breed tools that support your entire tax workflow, the Intuit ProConnect ecosystem is engineered to help you tackle every tax season with confidence and precision.

Explore Intuit ProConnect Tax

Graphic of a laptop with the ProConnect interface on screen. A tax savings projection user interface is highlighted.

Win clients and transform onboarding and payments with Ignition

Capture more business with professional proposals and engagement letters that set clear expectations from day one.

Ignition helps you present your expertise professionally while defining project scope and deliverables that automatically flow into Karbon workflows-ensuring smooth transitions from client acquisition to seamless project delivery, faster payments and the elimination of accounts receivables.

Explore Ignition + ProConnect

Graphic of events in a circle, representing the Ignition workflow from proposal to payment.

Orchestrate tax workflows with Karbon

Complete practice management that connects your entire tax work lifecycle from client onboarding through to final tax filing.

Karbon’s ProConnect integration turns tax returns into templatized projects in seconds, eliminating double data entry and manual cross-referencing between systems.

Client contacts stay automatically updated, work progress flows instantly, and return e-file statuses are viewable in real time—giving you complete visibility and control over every tax engagement.

Explore Karbon + ProConnect

Graphic of a tax work timeline, from client import to submission to the IRS.

Eliminate document challenges with SmartVault

Experience secure, intelligent file management with the only directly integrated document management system for ProConnect Tax.

SmartVault seamlessly brings together document management, client collaboration, and automated tax prep workflows to save firms about 10 minutes per return. Collect source documents, auto-route tax returns to organized folders, and enable clients to review and eSign from anywhere—turning manual document tasks into simple, automated processes.

Explore SmartVault + ProConnect

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Maximize data security

As Intuit ProConnect’s exclusive ecosystem partners, Karbon, Ignition, and SmartVault are not only deeply integrated with ProConnect—each platform is also renewed annually by Intuit to ensure the highest industry security standards, including SOC 2 Type 2 compliance that provides maximum protection of your data.

Four icons representing security features: A SOC 2 Type II badge, a GDPR Compliant badge, automatic data backup, and privacy protection.

Why choose ProConnect + Karbon + Ignition + SmartVault

Unmatched Tax Workflow Automation

Transform tax engagements from initial sales call through final tax filing into one connected workflow.

Proposals automatically become structured projects, documents flow intelligently between systems, and tax preparation connects directly to practice management.

Elegant Client Experience

Deliver professional client experiences that elevate your firm.

From polished proposals and secure document portals to organized project communication and seamless payment collection, every touchpoint reflects your practice's expertise and professionalism.

Complete Progress Visibility

Get real-time insights across your tax work portfolio.

Track client intake status, work progress, document collection, and ProConnect e-file statuses all in one place, ensuring no deadline is missed and every engagement stays on track.

Premium Customer Service

Access premium support from customer-centric teams that are dedicated to your tax season success and highly-rated for customer satisfaction.

Best-of-Breed Product Innovation

Leapfrog to the latest technology innovation such as embedded AI from modern solutions like Intuit, Karbon, Ignition, and SmartVault, rather than settling for outdated systems that are slow to change.

Escape Vendor Lock-In

Break free from expensive, closed systems that increase costs and keep your data hostage. Choose your tools, pricing, and contract length on your own terms.

Photo of a person attending a Karbon demo webinar on a laptop.

Building the perfect tax tech stack around Intuit ProConnect

Discover the first truly integrated ecosystem built specifically for Intuit ProConnect users.

Register for the webinar

If you cannot attend at this time, register to receive the recording.

Wednesday, August 6 , 3:00 - 4:00 PM US CDT

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