6 Best Professional Tax Software Programs in 2025

ProConnect Tax Online: A Comprehensive Review

If you’re an avid user of QuickBooks Online, you’re probably going to like ProConnect Tax Online, which is designed specifically to serve the tax preparation function for firms centered on QuickBooks Online Accountant. The programs integrate tightly and can be managed from a single dashboard inside QuickBooks Online Accountant.

In the past, ProConnect was too expensive for small firms, but the Essentials 50 and 100 bundles have made it reasonably priced. It may not be the most affordable software out there, but if you manage your clients using QuickBooks Online, the premium paid for ProConnect Tax is worth it.

QuickBooks Online ProAdvisors can try ProConnect for free and not pay until the return is filed. Its powerful software can prepare returns for Forms 1040, 1120, 1120S, 1065, 1041, 990, and 709. However, for Forms 5500 and 706, I recommend Lacerte Tax, as those filings cannot be completed in ProConnect Tax.

Standout Features

• Document management: It lets you upload documents, store them, and view them as you do the return, with the option to download forms if desired. You can also customize your requests for tax information based on the previous year’s information.
• Tax planner: You can plan ahead with your 1040 and Schedule C clients by playing around with comparative tax scenarios. These scenarios include making multiyear comparisons for up to three years and building multiple case scenarios. You can also calculate tax liability and import diagnostics.
• K-1 package: Partnerships, S-corps, and fiduciaries can produce letters, K-1 forms, K-1 state forms, and other applicable forms for each individual partner or shareholder.
• QuickBooks Billing integration: You can create client invoices in QuickBooks Online Accountant based on data within ProConnect Tax.
• Missing data review: ProConnect Tax will flag missing data fields so that you can identify any gaps before filing. This streamlines the process of identifying any errors, which will create a faster review time.
• IRS transcripts: ProConnect Tax allows you direct access to everything the IRS has on file for your client with its IRS transcript feature. You can pull all of the transcripts into ProConnect Tax, streamlining the filing process by eliminating back-and-forth with your clients.

Best For

• Firms using QuickBooks Online Accountant: You can advise your bookkeeping clients with the power of QuickBooks Online Accountant, then bring information into ProConnect Tax Online seamlessly with a cloud-based workflow that resides in one place. It’s for this reason that we selected it as one of the best professional tax software programs for QuickBooks Online ProAdvisors.
• Firms with remote tax preparers: ProConnect Tax Online is cloud-based and uses a unified portal that allows you to create and share documents with your remote tax preparer.
• Firms wanting access to extensive support features: ProConnect Tax Online offers a variety of support and training resources to ensure that you’re never at a loss for assistance. Beginning with the Easy Start onboarding program, you’ll be set up for success. The training and education provided are top-notch, and you can also access expert support and in-product help.