TODAY
Document organization
Collect, identify, and organize common source documents before the preparer begins work in ProConnect.
ProConnect workflow status
ProConnect-native automation is on our roadmap.
Today, Tax Automate can help collect, identify, and organize source documents around a ProConnect practice. It does not currently enter data into ProConnect or generate a ProConnect-native import or return file.
✓Roadmap status · not available as a native ProConnect connector today.
ProConnect · current workflowRoadmap
Client source documentsCollected, identified, and organized for the preparer
ProConnect entry remains with your teamManual
01 · COLLECTDocuments
02 · ORGANIZEWorkpapers
03 · PREPAREIn ProConnect
04 · REVIEWBy your team
Purpose-built automation for firms preparing returns in
Current product boundary
Use Tax Automate around ProConnect—not inside it yet.
The current workflow supports document organization and workpaper preparation. Your authorized tax professional still prepares, reviews, and files the return in ProConnect.
MANUAL
ProConnect data entry
Tax Automate does not currently type into ProConnect or generate a ProConnect-native import or return file.
ROADMAP
Native workflow automation
ProConnect-native automation is planned, but no delivery date or current availability is being represented here.
Today’s ProConnect workflow
Organize the source material, then prepare in ProConnect.
This is the exact current boundary—no native connector, in-product data entry, or ProConnect file generation is claimed.
Collect
Bring client source documents into the Tax Automate document workflow.
Organize
Identify document types and assemble reviewable source-document context.
Prepare
Your authorized professional enters and prepares the return directly in ProConnect.
Review
Your firm applies judgment, resolves exceptions, and controls filing and delivery.
Useful before ProConnect entry
Give preparers cleaner source material and a defined handoff.
Tax Automate can organize the document side of the workflow while keeping the ProConnect return itself fully in your firm’s existing preparation and review process.
Document collection
Document identification
Source-document organization
Reviewable workpaper context
Manual ProConnect preparation
Professional approval and filing
ProConnect handoffPREPARER CONTROL
Wage documentsIdentified and organized
ReadyIncome documentsGrouped for preparer review
ReadyProConnect returnPrepared manually by your team
ManualIndependent product roadmap
A clear boundary for firms that prepare in ProConnect.
ProConnect and related names and marks belong to their respective owners. Tax Automate is an independent product and is not endorsed by or affiliated with those owners.
AI tax software buyer’s guideHow tax preparation automation worksDrake · available machine laneProSeries · scoped file laneAll integration statuses
Connection methods, supported workflows, and availability vary by tax software. Confirm current scope before purchasing.
Professional control
AI moves the preparation forward. You stay in control.
Automation organizes and prepares the work. Your authorized tax professionals review the return, resolve exceptions, apply judgment, approve the result, and control client delivery.
✓Human reviewProfessional approval stays in the workflow.
✓Clear exceptionsMissing items and judgment points are surfaced.
✓Role-based accessTeam members receive appropriate access.
✓Controlled deliverySign-off occurs before client delivery.
ProConnect workflow FAQs
What is available today—and what is not.
Does Tax Automate enter data into ProConnect today?
No. ProConnect-native data entry is not currently available.
Does Tax Automate generate a ProConnect import or return file?
No. The current workflow does not generate a ProConnect-native import or return file.
What can Tax Automate do for a ProConnect firm now?
It can support source-document collection, identification, organization, and reviewable workpaper context before your team prepares the return in ProConnect.
Is ProConnect automation planned?
Yes, ProConnect-native automation is on the roadmap. This page does not promise a delivery date.
Who reviews and files the return?
Your authorized tax professional prepares and reviews the return in ProConnect and controls filing and client delivery.
How should we evaluate Tax Automate for our firm?
Start with the exact current workflow boundary, your return mix, and the integration lane your firm can use today.
Discuss your current ProConnect document workflow and roadmap needs.
Tell us where document collection and organization create friction today. We’ll separate what Tax Automate can support now from what remains on the ProConnect roadmap.
Clear current-product boundaryNo native connector claimProfessional review and filing remain with your firm