Training Example: ProSeries (Intuit Accountants) – Review the Data, Give Your Score & Compare to the Real AI Evaluation

-DAYS-HOURS-MINS-SECS35% off ProConnect Tax. Switch now and save before it’s too late. Offer ends 6/30.* Buy nowBuy now
ELEVATE 2026 Virtual Conference - May 13-14, 2026 - Free CPE/CE*  Register todaymodal test
[H1] Tax software for firms and professionals

Let's find the right setup for your firm
Answer 5 questions →
#1 online professional tax software*
[IMG: Image Alt Text]
[H2] One firm. One workflow.
[H2] Powered by Lacerte engine
The only tax software built intoIntuit Accountant Suite*
Work across books and tax in one platformCollect signatures without leaving your workflowManage clients, files, and permissions in one platformDirect access to clients’ IRS transcripts right within ProConnectCreate a new client and their current-year 1040 return by importing their prior-year 1040Easily distribute and import K-1 packages through a secure download linkExplore ProConnectLearn more about Intuit Accountant Suite.
[IMG: Man in tan jacket with visible business text overlay]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Optimized for complex returns, and includes tax advisory insights to help achieve your clients’ best financial outcomes
Enterprise-level security, anytime, anywhere access* NEWIntuit Sign: Send unlimited digital signatures and KBAs to all tax clientsEnsure accuracy with 25,000+ error and informational diagnosticsComprehensive coverage with more than 7,200 formsSend secure email links to all partners at once with automated K-1 delivery Explore Lacerte
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Professional tax software for efficient returns
Precise forms-based data input Anytime, anywhere access* NEWIntuit Sign: Send unlimited digital signatures and KBAs to all tax clientsQuickly import K-1, Schedule D, fixed assets, trial balance, and moreCreate digital client organizers and gather tax documents through a secure online portalExplore ProSeries#1 online professional tax software*
[IMG: Image Alt Text]
[H2] One firm. One workflow.
[H2] Powered by Lacerte engine
[IMG: Image Alt Text]
The only tax software built intoIntuit Accountant Suite*
Work across books and tax in one platformCollect signatures without leaving your workflowManage clients, files, and permissions in one platformDirect access to clients’ IRS transcripts right within ProConnectCreate a new client and their current-year 1040 return by importing their prior-year 1040Easily distribute and import K-1 packages through a secure download linkExplore ProConnectLearn more about Intuit Accountant Suite.
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Optimized for complex returns, and includes tax advisory insights to help achieve your clients’ best financial outcomes
Enterprise-level security, anytime, anywhere access* NEWIntuit Sign: Send unlimited digital signatures and KBAs to all tax clientsEnsure accuracy with 25,000+ error and informational diagnosticsComprehensive coverage with more than 7,200 formsSend secure email links to all partners at once with automated K-1 delivery Explore Lacerte
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Professional tax software for efficient returns
Precise forms-based data input Anytime, anywhere access* NEWIntuit Sign: Send unlimited digital signatures and KBAs to all tax clientsQuickly import K-1, Schedule D, fixed assets, trial balance, and moreCreate digital client organizers and gather tax documents through a secure online portalExplore ProSeries
[H2] Our software is trusted by tax pros like you
[H2] Intuit Accountants earned a total of 13 G2 spring 2026 awards*
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Find the right solution for your firm’s current needs and growth goals.Key featuresProConnect TaxLacerte TaxProSeries TaxIntuit Tax Advisor
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Intuit Sign
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Most common forms, including: 1040, 1041, 1120, 1120-S, 1065
[IMG: Image Alt Text]
[IMG: Image Alt Text]
[IMG: Image Alt Text]
Additional filings: 990, 706, 709, 5500990, 709
[IMG: Image Alt Text]
990, 706, 709Application environmentCloud-basedDesktop with hosting available*Desktop with hosting available*Data entry methodInput-basedInput-basedForms-based
[H5] Get more out of your software with these integrated solutions.
[IMG: Image Alt Text]
HostingCollaborate with your team anytime, anywhere with advanced security.*
[IMG: Image Alt Text]
NEWIntuit SignIntegrated digital signatures and KBAs for all tax clients with no additional purchase.*
[IMG: Image Alt Text]
Protection PlusGet peace of mind with a team that will resolve individual and business client notices.*
[IMG: Image Alt Text]
Quick employer formsQuickly generate 1099 and W-2 forms directly from your tax software.*
[H4] Discover the perfect integrated solutions for your firm.
[IMG: Image Alt Text]
HostingCollaborate with your team anytime, anywhere with advanced security.*
[IMG: Image Alt Text]
NEWIntuit SignIntegrated digital signatures and KBAs for all tax clients with no additional purchase.*
[IMG: Image Alt Text]
Protection PlusGet peace of mind with a team that will resolve individual and business client notices.*
[IMG: Image Alt Text]
Quick employer formsQuickly generate 1099 and W-2 forms directly from your tax software.View all tax planning and advisory workflow toolsView all tax planning and advisory workflow tools
[H5] Common questions about Intuit Accountants professional tax software.
What are the key differences between Lacerte, ProSeries, and ProConnect software?ProSeries is a desktop or hosted product for small to mid-sized firms that supports individuals and small businesses. Lacerte is a desktop or hosted product that is best for large accounting firms with complex returns. ProConnect is a fully cloud-based tax software for accountants. Learn about the key differences between each tax software option, or speak to a specialist to help you find the right fit for your practice at 844-671-4815.Which Intuit Accountants software includes cloud-based options?ProConnect is the cloud-based tax software suited for accountants. Lacerte and ProSeries are desktop software options, but they do offer a hosting option for firms that want to take their desktop software to the cloud.What are the pricing options for each product?Each product offers pay-per-return pricing options as well as unlimited pricing options, so you can choose the option that is most economical for you. See the ProConnect, Lacerte, and ProSeries pricing pages for more information about the options available for each product.Can you integrate QuickBooks with Intuit Accountants software?Yes, Intuit Accountants software offers you various integration options with QuickBooks. ProConnect integrates with QuickBooks Online Accountant, while Lacerte and ProSeries integrate with QuickBooks Accountant (Desktop).How can I convert data from my previous professional tax software?Intuit Accountants offers comprehensive data conversion services that most other competitive tax programs don’t. These data conversion services are included at no additional cost. Learn more about ProConnect, Lacerte, and ProSeries data conversion.
[H1] Get the right tools from the start with powerful professional tax preparation software that helps you focus on what matters.
[H1] Call 844-877-9422 and we’ll help you find your perfect software.
[H5] Intuit ProConnection: exclusive tax insights, delivered monthly
Get expert guidance, practical takeaways, and Intuit Accountants webinar invitations curated to keep you informed and ahead.Thanks for signing up!* Important offers, pricing details, and disclaimersAdditional limitations may apply. Terms and conditions, features, support, pricing and services options are subject to change without notice. For more details, visit accountants.intuit.com.
#1 professional tax software on the cloud: Based on percent of tax preparers who are aware of and considering cloud-based tax software from Radius Research US Market Brand Tracking Study in April 2024.
CPE/CE credit information: CPE/CE credits available only for live webinars.
Intuit Tax Advisor: A paid User Access license for each user of ProConnect Tax, or a Fast Path license for each Lacerte user, 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.
QuickBooks Online Accountant: Available separately.
Intuit Sign: The ability to add e-signature fields to all forms and documents, including business forms, is designed to be used at the preparer's discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA-2018-08
for more detail. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns and authorizations. Additional terms and conditions apply. For more information, please visit
accountants.intuit.com/intuit-sign/.
Knowledge based authentication (KBA): Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer's name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a "soft inquiry" in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer's credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer's personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.
ProConnect tax returns: 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.
ProConnect Tax trial information: The ProConnect trial includes ProConnect tax software for tax year 2024. The trial access will not allow you to e-file or print, or access other features requiring User Access. New customers only.
Lacerte and ProSeries trial information: The ProSeries and Lacerte trials include either a ProSeries/Lacerte tax software download or online access to hosted software for tax year 2024. The desktop trial software will not e-file or print. The hosted trial will not save any information. New customers only.
Lacerte and ProSeries tax returns: Additional limitations may apply. Terms and conditions, features, support, pricing and service options vary and are subject to change without notice. ProSeries Professional and Basic products may not include the same functionality. For more details, visit
accountants.intuit.com/tax-software/proseries/ or accountants.intuit.com/tax-software/lacerte/.
[spring 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Feb. 17, 2026. See www.g2.com/categories/professional-tax/.
[winter 2026] G2 claims: Based on scores calculated from G2 reviews collected as of Dec. 3, 2025. See www.g2.com/categories/professional-tax.
Hosting: Hosting for Intuit Lacerte or ProSeries powered by Rightworks is a monthly add-on subscription service. Purchase of Fast Path services for Intuit Lacerte is required for concurrent user activity within Hosting for Intuit Lacerte. Hosting for Intuit ProSeries powered by Rightworks is a monthly add-on
subscription service offered for Intuit ProSeries Professional and Basic packages. Basic packages are only available for the Solo plan. If you purchase Hosting for Intuit ProSeries, a separate ProSeries network license is required for accounts with 2 or more users. Additional terms, conditions, and limitations apply. Pricing, features, service
and support options are subject to change at any time without notice. For more information, please visit accountants.intuit.com/desktop-hosting/. If payment fails during your subscription period, we will attempt to contact you and retry your payment. If the payment
retry is not successful, your subscription will terminate on the 15th day. Upon termination after payment failure, you will have access for an additional 15 days to retrieve your data from the hosted environment. If you need to add a seat or change account information, you can do so at any time by calling Customer Service at 1-800-933-9999 for
Lacerte and 1-800-434-6818 for ProSeries, during service hours.
Rightworks Data Security: Hosting for Lacerte and ProSeries is powered by Rightworks. Rightworks performs backups of all hosted data on a nightly basis and retains the back-ups for a rolling 90-day period in a protected offsite facility as an additional level of protection. There is no limitation to the size
of a customer's back-up. Customers are responsible for verifying the integrity of hosted data at least every 90 days. Rightworks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Rightworks facility for Disaster Recovery. Rightworks uses top-tier data centers and multiple layers
of redundancy within its infrastructure to provide 24x7 availability. However, availability can vary, is subject to occasional downtime, and may change without notice. Rightworks encrypts all backup files and backup tapes. Virtual desk