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Making the Switch to Intuit ProConnect Tax? Don’t Wing It.

Changing tax software is no small move, and most firms avoid it for good reason: downtime, team pushback, confused clients, and high-stakes deadlines.

But with the right plan, you can avoid the chaos and make the transition smooth, strategic, and even something you’ll look forward to.
Published: May 30, 2025

Download the free checklist: “The Thorough Software Switch Checklist for Firms Moving to Intuit ProConnect Tax”

This guide walks you through every critical step, including:

  • Auditing your current tech stack (and spotting what’s holding you back)
  • Defining what “better” looks like for your firm
  • Migrating data without the chaos
  • Preparing your team and communicating with clients
  • Running a pilot, going live, and tracking success

Bonus: Optimize More Than Just Tax Prep

If you’re moving to ProConnect Tax, now’s the time to upgrade your entire workflow. This checklist also shows you how to integrate SmartVault, the only DMS built specifically for tax pros, to:

  • Eliminate manual document chaos
  • Automate folder creation, permissions, and return routing
  • Provide secure, 24/7 client access to tax documents
  • Save 10+ minutes per return
  • Finally go from “we’ll get to it next season” to actually streamlined

Whether you’re switching from Lacerte, ProSeries, or another system entirely, this checklist helps you avoid missteps, stay on track, and hit the ground running with ProConnect Tax.

Download the Checklist