Karbon + Intuit ProConnect Tax

Make your tax season less taxing with Intuit ProConnect integrated into your practice management workflow.

Two core systems working as one

Connect Karbon and ProConnect to eliminate double data entry and work smarter.

Client contacts stay automatically synchronized, tax returns in ProConnect become repeating work items in Karbon, and tax return statuses become filterable work statuses - making Karbon your single source of truth for your tax work without any manual cross-system tracking.

Transform tax returns into work in seconds

Create or link Karbon work items directly from ProConnect tax returns with a single click. Karbon intelligently matches current year returns to existing scheduled work items or generates new ones that connect to your ongoing work.

With your entire tax workflow centralized in Karbon, progress becomes effortless.

User interface with a prompt to create a tax return in ProConnect.

Real-time status tracking

Take control of every tax season and eliminate delays between tax preparation milestones and practice management task management.

Track ProConnect tax return e-file submission and acceptance statuses directly within Karbon work items - bridging information gaps and helps ensure no deadline is missed.

Timeline of events in four steps: "Return has been e-filed," "Received by Intuit," "Received by Agency," "Accepted by IRS."

Karbon + ProConnect Integration Demo

Karbon + ProConnect Integration Benefits

Integrated Return Status Tracking

Map ProConnect tax return statuses to Karbon work statuses.

See at a glance the statuses of your tax work and create custom dashboards to get better visibility right from Karbon.

Automated Tax Work Creation

Create structured tax work items in Karbon from your ProConnect tax returns.

Import returns in bulk or individually, with all the right tasks, timelines, and assignees based on your customized templates.

Work Templates Built for ProConnect

Use work templates designed specifically for ProConnect.

Each template includes integrated tasks that connect directly to your ProConnect returns, enabling seamless transitions between platforms and consistent processes across your entire firm.

Two-Way Contact Sync

Populate contacts between Karbon and Proconnect through smart syncing, preventing duplication and keeping your data clean.

Receive prompts to review incomplete contact matches and create new ones when necessary.

Automate E-File Tracking

No more checking multiple systems or waiting for status reports to know where returns stand.

E-filing progress from submission to IRS acceptance flows directly into Karbon.

Zero Manual Reconciliation

Make cross-checking between systems a thing of the past.

Client details and tax statuses in ProConnect automatically syncs to Karbon, ensuring consistent data without the reconciliation headaches.