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Stay focused on your high-value tax work

Intuit Practice Management powered by Karbon is the only practice management software that deeply integrates with Intuit Lacerte and ProConnect Tax to streamline running your practice from end to end.

When you can see all your work in one place, you can serve your clients better. Intuit Practice Management powered by Karbon brings all of the goodness you’ve come to expect from Karbon – like comprehensive dashboards, task automation, and collaboration through email triage – with the added benefit of real-time connectivity with our tax products.

  • Two-way Client Sync eliminates duplicate data entry and reduces errors by making sure client contact information updated in one place is automatically updated in others – saving you the hassle of searching for a client’s most current contact information.
  • Your entire practice can easily see the status of any return from within Intuit Practice Management to answer client questions and make sure nothing is falling through the cracks.
  • Navigation features let you quickly jump from Intuit Practice Management directly into a client’s return, saving you time and hassles. Plus, if desired, ProConnect tax preparers also have the option of creating new returns with Intuit Practice Management before jumping into their tax software to complete their detailed work.
Karbon time entries
We have one place to find what we need. That means we are not duplicating communication or asking things that have already been answered. It also results in a quicker turnaround for our clients.
Karen Standefer, Paula Field, CPA, PLLC

Intuit ProConnect Tax

ProConnect Tax is the #1 professional tax software on the cloud that allows tax professionals to maximize their productivity. With powerful integrations, preparers can customize their experience and streamline their work in one place. Plus, with the strong backing of Intuit security and the flexibility of the cloud, tax professionals can manage their practice when, where and how they want.

  • Robust tax content with access to more than 5,700 forms for 1040, 1041, 1065, 1120, 1120S, 709, and 990 tax returns.
  • Handle the most complex tax scenarios with more than 20,000 automated calculations.
  • Prevent e-file rejections and missed deductions with more than 21,000 critical diagnostics and suggestions.
  • Breeze through returns with easy-to-use worksheets and smart filters that simplify your views.

Intuit Lacerte Tax

Lacerte is the gold standard for helping pros tackle even your most complex returns, with complete confidence and efficiency. In fact, on average it helps tax pros save 46 minutes per complex return.

  • Over 5,700 forms to serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more.
  • Streamlined data with direct access to all forms and a flat worksheet-based design.
  • More than 25,000 advanced diagnostics that automatically catch errors or omissions to bring you peace of mind.
Learn More about Intuit Practice Management
Intuit Practice Management is perfect for us. Previously we were using a combination of Excel, MS Outlook, MS SharePoint and MS Teams, and now we can accomplish all the same things and more from within Intuit Practice Management. Being able to track emails sent to and from clients in the Triage feature has been the biggest delighter. Additionally, with our priorities changing in real time, being able to easily see and shift work by person has been critical.
Chuck Arcabasso, CPA, Bass Consulting Group