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What is ProConnect Tax?

By utilizing professional tax software that is accessible via your web browser, you can leverage the expertise of Intuit. Find out why Intuit ProConnect Tax is renowned as the top cloud-based professional tax software solution. Experience an array of productivity tools and robust diagnostics that have been refined over four decades, now enhanced by the convenience of cloud technology. This software seamlessly integrates with your established processes, synchronizes with QuickBooks, and evolves alongside your practice's growth. You can have peace of mind knowing that your data is safeguarded by Intuit's dedicated security team, alongside advanced security measures, continuous monitoring, and other protective features. Gain access to a comprehensive library of over 5,700 forms designed for various tax returns including 1040, 1041, 1065, 1120S, 709, and 990. With an impressive capacity for over 20,000 automated calculations, you can confidently navigate even the most challenging tax scenarios. Furthermore, with more than 21,000 diagnostics and suggestions available, you can effectively avoid e-file rejections and ensure that no deductions are overlooked, enhancing your overall tax preparation experience. The combination of these features makes Intuit ProConnect Tax a vital tool for tax professionals aiming for efficiency and accuracy.

What is Holistiplan?

Holistiplan utilizes state-of-the-art OCR technology to rapidly assess tax returns and generate a customized, white-labeled tax report brimming with relevant insights in just seconds. In mere moments, advisors can provide a polished, easily digestible document that showcases their firm's logo at the top and a personalized disclaimer at the bottom. This report can be effortlessly saved as a PDF for either emailing or printing, making it an ideal resource for face-to-face meetings with clients. Not only does this streamlined process serve as a powerful and distinctive touchpoint that differentiates firms from their rivals, but it also enhances client interactions. Furthermore, the same OCR technology facilitates a scenario analysis interface, allowing advisors to swiftly identify critical income thresholds that inform tax planning strategies such as ROTH conversions, tax-efficient withdrawals, and charitable contributions. By incorporating robust tax planning tools, Holistiplan enables every advisor to deliver meaningful insights to their clients, ensuring that effective tax strategies are readily available for all. Ultimately, this cutting-edge approach revolutionizes the client-advisor dynamic, promoting deeper engagement and comprehension while paving the way for more informed financial decisions. With such innovative solutions at their disposal, advisors can cultivate stronger relationships with their clients and provide a level of service that truly stands out.

Media

Media

Integrations Supported

EasyACCT
Ignition
Intuit Practice Management
LukkaTax
Moneytree
QuickBooks Cash
QuickBooks Online
QuickBooks Online Advanced
TaxDome

Integrations Supported

EasyACCT
Ignition
Intuit Practice Management
LukkaTax
Moneytree
QuickBooks Cash
QuickBooks Online
QuickBooks Online Advanced
TaxDome

API Availability

Has API

API Availability

Has API

Pricing Information

$47.18 per return
Free Trial Offered?
Free Version

Pricing Information

$449 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/proseries/

Company Facts

Organization Name

Holistiplan

Date Founded

2019

Company Location

United States

Company Website

www.holistiplan.com

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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