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All ProConnect tax returns are purchased for a specific tax-year, meaning the taxable period from January 1 through December 31 (“Tax Year”), and are only accessible for use for such specific Tax Year. Unused tax returns can be used for the specific Tax Year purchased for up to 3 calendar years, so long as User Access is purchased for each calendar year (e.g. unused Tax Year 2025 tax returns may be used for 2025 taxes through December 31, 2028). User Access is required to access functionality in ProConnect services (sold separately). ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.

Purchases of ProConnect Tax packages for tax year 2025 between 8:00 AM CT on April 18, 2025, and 6:59 PM CT on July 31, 2025, are eligible to receive a 35% discount off the list price for ProConnect Tax returns, a 20% discount on Quick Employer Forms, and a 20% discount off the list price for 100 or more eSignature envelopes. Packages are customizable and may be eligible for other discounts depending on the customization. Packages require a minimum of one paid User Access and must include the minimum number of returns and eSignatures displayed. User Access can be purchased for additional users. If additional tax returns are needed, the cost is based on the MSRP for the volume tier, and individual and business returns will be calculated separately. eSignature and Quick Employer Forms are each available for purchase separately at the same discounted rate as when purchased in a package. This is a limited-time offer for new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) and may only be claimed once. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Call 844-591-8071 to purchase ProConnect Tax packages.

As of January 1, 2025, ProConnect requires purchase of a separate, single user access license (“User Access”) in order to e-file and print tax returns, and to access other features, including reporting, support, IRS transcripts, Intuit Link, Intuit Tax Advisor, and K-1 delivery. Each User Access license is for a single user log-in and only provides access for the purchased calendar year (e.g., Jan. 1 - Dec. 31, 2025). A minimum of one User Access license must be purchased together with your tax return bank. User Access can be purchased for additional users, as needed. Firms requiring 10 or more users pay a flat fee of $1,049 for User Access. User Access prices are exempt from discounts and promotions.

A paid User Access license for each user of ProConnect Tax is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.

US Market Brand Tracking Study (n=1120), Radius Research, Sept 2023. Based on percent of tax preparers who are aware of and considering cloud-based tax software.

The ProConnect trial includes ProConnect tax software for tax year 2023. The trial access will not allow e-file or print. New customers only.

Additional terms, conditions, and fees may apply with these optional add-on services.

Unused tax returns and User Access purchases may only be canceled and refunded as follows: (i) if you opted to defer payment, you may request a refund until five (5) business days after your deferred payment date; or (ii) if you did not defer payment, you may request a refund within five (5) business days of the software release date for the tax year purchased or your payment date, whichever is later. No other refund requests shall be honored. Used tax returns are not refundable. After the refund period, User Access licenses are not refundable but may be assigned to other users at your firm.

QuickBooks Online Accountant available separately.

Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.

Additional limitations may apply. Terms and conditions, features, support, pricing and services options are subject to change without notice.