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ProConnect integration

Connect your practice's Intuit account once. After you review the values TXF extracts from your client's documents, TXF creates the client return in ProConnect for you. There is no file to move and no password to share.

Get started

Your first 3 returns are free. No card required.

Final tax review, then straight to ProConnect

Confirm the taxpayer's details and every required field, then send the return. It arrives in ProConnect as a new client return.

How TXF works
with ProConnect

Set it up once, and every return you review in TXF goes straight into ProConnect. There is nothing to download or retype, and you finish the return where you always do.

Connect once through Intuit

Your Intuit Primary Admin approves TXF once, and the connection covers your whole practice. TXF never stores your ProConnect password.

Review before anything is sent

Check each section of the Final Tax Review, from the taxpayer's details to form assignment, then send the return in one step.

Arrives as a new client return

The return opens in ProConnect as a new client return, filled in from the values you reviewed and ready for you to finish.

Support for multi-year returns

Intuit Direct Connection covers 2022 to 2025. For earlier years, TXF uses saved credentials for a dedicated service account.

30 documents ProConnect accepts from TXF

PDF (including consolidated PDFs), JPEG, PNG, XLSX, CSV or TXT, up to 50 MB each. K-1s are not supported.

For the full setup guide, see ProConnect Integration in the TXF Resource Center.

  • Prior-year return
  • Driver's license
  • W-2
  • 1098
  • 1099-B
  • 1099-INT
  • 1099-DIV
  • 1099-MISC
  • 1099-NEC
  • 1099-K
  • 1099-OID
  • 1099-R
  • 1099-G
  • SSA-1099
  • W-2G
  • 1098-E
  • 1098-T
  • Donations
  • Profit and loss statement
  • Schedule C
  • Schedule E
  • Medical expenses
  • Property taxes
  • 1095-A
  • 1099-C
  • Balance sheet
  • Estimated taxes
  • 1099-SA
  • 5498 (IRA)
  • 1099-DA

TXF also works with Drake

  • Drake Tax

    One file per return. Drop it in your Drake Imports folder and Drake offers to import it when you start the return.

Questions

Your first 3 returns are free

Start using TXF
on your next return

Get started

No card required.

Works withIntuit ProConnectDrake Tax