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Intuit ProConnect Tax from Intuit
Comprehensive tax planning and preparation software designed for financial advisors and tax professionals. Features include tax projections, scenario planning, client collaboration tools, automatic form filling, and integration with financial planning software.
Product analysis by function
Tax Planning Software for Financial Planning
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
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Tax-Loss Harvesting
(0 Yes /0 Known /10 Possible features)
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Automated Tax-Loss Harvesting Automatically identifies and suggests trades to realize losses for tax benefits. |
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Frequency of Harvesting How often the software scans and implements tax-loss harvesting opportunities. |
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Wash Sale Detection Detects potential wash sales and provides alerts or recommendations. |
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Harvesting Threshold Customization Advisors can set minimum loss thresholds for triggering tax-loss harvesting actions. |
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Cross-Account Harvesting Ability to identify tax-loss harvesting opportunities across multiple client accounts. |
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User Override of Harvesting Suggestions Allows advisors to override or approve tax-loss harvesting recommendations. |
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Reporting of Harvested Losses Provides detailed reports of realized losses for compliance and strategy review. |
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Real-Time Opportunity Alerts Notifies users immediately when new tax-loss harvesting opportunities arise. |
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Integration with Portfolio Management Seamlessly integrates with existing portfolio management tools and workflows. |
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Tax Impact Simulation Simulates the projected tax impact of harvesting specific losses. |
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Tax-Efficient Investment Strategies
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Asset Location Optimization Optimizes asset placement across taxable and tax-advantaged accounts. |
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Tax Drag Analysis Quantifies the annual tax impact (drag) of different portfolios. |
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Tax-Efficient Withdrawal Sequencing Advises on withdrawal order from different account types to minimize taxes. |
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Projection of After-Tax Returns Shows expected net returns after incorporating anticipated taxes. |
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Roth Conversion Analysis Models the tax consequences of Roth IRA conversions. |
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Capital Gains Minimization Tools Identifies trades and strategies to minimize realized capital gains. |
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Automated Rebalancing Tax Analysis Assesses tax costs associated with portfolio rebalancing. |
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Short-term vs Long-term Gain Recognition Distinguishes and tracks gains for relevant tax treatment. |
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Customized Strategy Recommendations Provides tailored, client-specific tax strategy advice. |
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Multi-year Tax Projection Projects multi-year tax liabilities under proposed strategies. |
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Tax Scenario Modeling & Forecasting
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What-if Scenario Analysis Allows users to test tax results under different scenarios and plan changes. |
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Multi-Year Tax Forecasts Provides forecasts of tax liabilities over multiple future years. |
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Customizable Tax Rates Supports entry and adjustment of custom federal, state, and local tax rates. |
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Estate & Gift Tax Simulation Models estate and gift tax exposure based on current and hypothetical portfolios. |
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Legislation Impact Modeling Analyzes tax impact of proposed or potential legislative changes. |
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Monte Carlo Tax Simulations Uses stochastic modeling for tax forecasting under uncertainty. |
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Goal-Based Forecasting Integrates tax effects into financial plan goal projections. |
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Collaborative Scenario Sharing Enables sharing modeled tax scenarios with clients or team members. |
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Historical Scenario Review Allows comparison of past plan recommendations with current scenarios. |
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Sensitivity Analysis Assesses how sensitive outcomes are to changes in tax assumptions. |
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Integration & Data Management
(0 Yes /0 Known /10 Possible features)
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Account Aggregation Aggregates data from multiple financial accounts (brokerage, retirement, bank, etc.). |
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API Integration Offers programmable interfaces for connecting to other software systems. |
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Direct Custodian Connectivity Connects directly to custodians for real-time client data. |
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CRM Integration Integrates with advisor CRM systems for seamless workflow. |
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File Import/Export Capabilities Supports importing and exporting of client and investment data files. |
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Data Refresh Frequency How often external account or position data are refreshed. |
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Custom Data Mapping Allows mapping of external data fields to internal software fields. |
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Audit Trail of Data Changes Maintains records of data updates for compliance. |
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Cloud Data Storage Stores data in the cloud for remote access and backup. |
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Real-Time Syncing Data synchronizes in real time with other platform elements. |
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Tax Compliance & Reporting
(0 Yes /0 Known /10 Possible features)
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Automated Tax Form Generation Creates electronic or printable versions of required tax forms (e.g., 1099, Schedule D). |
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Capital Gains and Income Reporting Summarizes annual capital gains, losses, and income by account or tax lot. |
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Compliance Rule Updates Automatically updates for new federal and state tax law changes. |
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Error Checking & Reconciliation Provides automated checks for inconsistencies or compliance errors. |
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Tax Filing Export Exports data for use with tax filing software or professionals. |
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Document Retention Management Supports secure storage and retention of tax documents per regulations. |
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Client Tax Summary Reports Generates summary reports of client tax positions for review. |
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State and Local Tax Calculations Supports compliance for all relevant state and local tax rules. |
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Amended Returns Support Supports creation of amendments to prior-year tax returns. |
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Regulatory Change Alerts Notifies users of significant changes in tax law or filing requirements. |
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User Interface & Usability
(0 Yes /0 Known /10 Possible features)
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Dashboard Customization Users can configure dashboards to suit their workflow and preferences. |
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Mobile Access Accessible via mobile devices or dedicated mobile apps. |
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Guided Workflows Step-by-step walkthroughs for common tax planning processes. |
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Multi-language Support User interface available in multiple languages. |
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Accessibility Features Tools for visually impaired or other accessibility needs. |
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Search and Filter Functions Easily search for and filter clients, accounts, or transactions. |
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Customizable Reports Users can build and customize their own reports. |
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Bulk Edit and Batch Actions Ability to apply changes across multiple clients or portfolios at once. |
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Real-time Help and Guidance Integrated documentation or chat support for immediate assistance. |
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Client Portal Dedicated portal for clients to view their tax planning results and reports. |
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Client Communication & Collaboration
(0 Yes /0 Known /10 Possible features)
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Secure Document Sharing Share sensitive files securely between advisor and client. |
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Commenting and Annotations Leave comments and notes directly on reports or scenarios. |
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E-signature Integration Collect required signatures within the platform. |
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Meeting Scheduler Built-in tools for scheduling tax review meetings. |
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Customizable Email Templates Create templates for standardized client communications. |
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Alerts & Notifications Configurable email or in-app tax deadline reminders. |
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Interactive Plan Visualizations Tools for interactive presentation of tax planning outcomes. |
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Shared To-do Lists Collaborative task lists between advisor and client |
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Document Upload by Clients Clients can upload documents securely to the advisor platform. |
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Client Feedback Mechanism Enable clients to provide feedback within the portal. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Multi-factor Authentication Requires multiple authentication methods for system access. |
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End-to-End Encryption Encrypts data at rest and in transit across the system. |
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User Access Controls Granular permissions for managing roles and privileges. |
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Regular Security Audits Platform is audited for security vulnerabilities on a regular basis. |
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SOC 2 or Similar Certifications Holds third-party security and data handling certifications. |
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Data Residency/Localization Support for storing data in required jurisdictions. |
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Data Retention Settings Customizable retention periods for sensitive client data. |
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Automatic Session Timeouts Automatically logs out users after inactivity. |
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Audit Logging Monitors access and action history for compliance purposes. |
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Incident Response Plan Comprehensive documented plan for responding to security incidents. |
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Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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Custom Report Builder Allows users to build bespoke reports with selected fields and filters. |
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Scheduled Report Delivery Supports automated generation and delivery of reports on a schedule. |
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Benchmark Comparison Tools Compares client portfolios and tax outcomes to relevant benchmarks. |
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Aggregation of Analytics Across Clients View tax metrics and performance in aggregate across client base. |
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Export to PDF/CSV/XLS Export all reports and analytics to common file formats. |
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Drill-down Analysis View detailed analytics down to transaction or tax lot level. |
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Historic Reporting Archive Maintains an archive of past analytics and reports. |
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Tax-Efficiency Metrics Specific metrics measuring portfolio tax efficiency over time. |
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Custom KPI Dashboards Key performance indicators dashboards are configurable per user. |
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Visualizations & Charts Suite of charting tools for tax and portfolio analytics. |
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Support & Training
(0 Yes /0 Known /10 Possible features)
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Onboarding Assistance Personalized onboarding for new users and firms. |
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Knowledge Base Access Comprehensive online documentation and FAQs. |
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Live Chat Support Immediate in-platform chat for tech and strategic support. |
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Phone and Email Support Multiple support channels including phone and email. |
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Webinars and Training Resources Regular online events and resources for training. |
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Dedicated Customer Success Manager Assigns a point of contact for account success and troubleshooting. |
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Community Forums Access to online discussion boards or peer support. |
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Feature Request Feedback Loop Clients can request new features and track implementation. |
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Context-Sensitive Help In-software help that adapts to current screen/function. |
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Training Certification Programs Offers formal certification for product proficiency. |
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