TaxSort AI + ProConnect Tax Online
Connect TaxSort AI with Intuit ProConnect Tax Online for a modern, cloud-based tax preparation workflow.
1
Classify Documents
Upload tax documents to TaxSort AI. Get instant AI classification and data extraction.
2
Review & Approve
Check extracted data, resolve any low-confidence classifications with one click.
3
Export Data
Generate ProConnect-formatted export with all client tax data organized by form type.
4
Import to ProConnect
Upload the export file to ProConnect Tax Online. Client data flows into the correct forms.
Benefits
- ✓Cloud-to-cloud workflow
- ✓Real-time classification status
- ✓Team collaboration on document review