# Client Onboarding for Tax Preparers with Intuit ProConnect

> AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items across email and Drake Tax, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Intuit ProConnect — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Intuit ProConnect](https://calish.com/workflows/tool/intuit-proconnect/)
- **Role:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Specialty:** Individual Tax
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-onboarding-for-tax-preparer-with-intuit-proconnect/

## The Problem

Onboarding a new Individual Tax client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build in Intuit ProConnect

AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items across email and Drake Tax, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Intuit ProConnect — uses the native API or agent integration so nothing leaves the system of record.

## Intuit ProConnect Integration Approach

1. **Audit your Intuit ProConnect configuration.** We map the specific Intuit ProConnect objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
2. **Build on the Intuit ProConnect API or agent.** Integration happens inside Intuit ProConnect — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Intuit ProConnect with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Onboarding for Tax Preparers](https://calish.com/workflows/client-onboarding-for-tax-preparer/)
- AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items across email and Drake Tax, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Other Intuit ProConnect Automations

- [Financial Due Diligence Prep for Tax Preparers](https://calish.com/workflows/with/financial-due-diligence-prep-for-tax-preparer-with-intuit-proconnect/)
- [13-Week Cash Flow Forecast for Tax Preparers](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-tax-preparer-with-intuit-proconnect/)
- [Operating KPI Dashboard for Tax Preparers](https://calish.com/workflows/with/operating-kpi-dashboard-for-tax-preparer-with-intuit-proconnect/)
- [Time Entry & WIP Capture for Tax Preparers](https://calish.com/workflows/with/time-entry-and-wip-capture-for-tax-preparer-with-intuit-proconnect/)
- [Tax Document Gathering for Tax Preparers](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-intuit-proconnect/)
- [Tax Return Review for Tax Preparers](https://calish.com/workflows/with/tax-return-review-for-tax-preparer-with-intuit-proconnect/)
- [Client Status Communication for Tax Preparers](https://calish.com/workflows/with/client-status-communication-for-tax-preparer-with-intuit-proconnect/)

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