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Intuit has integrated its ProConnect Tax with QuickBooks Online Accountant. The software company says this includes Intuit Link, an online portal, for exchange client data.
Users can also automatically apply tax return information when your clients take a picture of their W2 and upload it. The system can also automatically identify forms and check them off when clients drag-and-drop multiple documents simultaneously.
Clients can also be enabled to connect to their financial institutions and to access their accounts a single-use passcode synced to their phone.
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards. Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that. A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind