Client Onboarding for Tax Preparers with Intuit ProConnect
Run client onboarding on autopilot inside 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
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.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Intuit ProConnect with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client onboarding automation work natively in Intuit ProConnect?+
Yes — we build directly on Intuit ProConnect's API or agent integration. Your data stays in Intuit ProConnect, your tax preparers keep the same login and UI, and there's no parallel system for the team to learn.
What Intuit ProConnect configuration do we need before deployment?+
We work with your existing Intuit ProConnect setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for individual tax teams.
Can Intuit ProConnect handle client onboarding on its own?+
Intuit ProConnect handles configuration; AI handles judgment. Native Intuit ProConnect workflows route deterministic tasks; our automation layer adds the AI judgment Intuit ProConnect doesn't ship out of the box — document classification, exception triage, drafting.
Is Intuit ProConnect the right tool for client onboarding for tax preparers?+
Intuit ProConnect is widely used among individual tax teams precisely because of its data model around client onboarding. We've deployed this workflow on Intuit ProConnect for similar firms and the integration is well-trodden.
What's the typical ROI of client onboarding automation in Intuit ProConnect?+
For individual tax firms running Intuit ProConnect, automation typically pays back inside the first quarter — measured against the loaded cost of the tax preparer hours absorbed. Higher volumes deploy faster.
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See this running in your Intuit ProConnect instance
30-minute call. We'll look at your actual Intuit ProConnect setup and show exactly how this workflow fits.