Comprehensive tax planning and preparation software designed for financial advisors and tax professionals. Features include tax projections, scenario planning, client collaboration tools, automatic form filling, and integration with financial planning software.
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
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Automated Tax-Loss Harvesting Automatically identifies and suggests trades to realize losses for tax benefits. |
ProConnect offers automated identification and optimization of tax outcomes, which covers automated tax-loss harvesting workflow for tax preparers/advisors. | |
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Frequency of Harvesting How often the software scans and implements tax-loss harvesting opportunities. |
No information available | |
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Wash Sale Detection Detects potential wash sales and provides alerts or recommendations. |
Wash sale rules are checked for tax reporting, as per product documentation. | |
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Harvesting Threshold Customization Advisors can set minimum loss thresholds for triggering tax-loss harvesting actions. |
No information available | |
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Cross-Account Harvesting Ability to identify tax-loss harvesting opportunities across multiple client accounts. |
No information available | |
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User Override of Harvesting Suggestions Allows advisors to override or approve tax-loss harvesting recommendations. |
Advisors can manually override or approve tax recommendations and simulated scenarios. | |
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Reporting of Harvested Losses Provides detailed reports of realized losses for compliance and strategy review. |
Detailed harvesting and gain/loss reporting available for compliance and audit support. | |
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Real-Time Opportunity Alerts Notifies users immediately when new tax-loss harvesting opportunities arise. |
No information available | |
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Integration with Portfolio Management Seamlessly integrates with existing portfolio management tools and workflows. |
Integrates with financial planning and portfolio management tools, e.g., RightCapital. | |
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Tax Impact Simulation Simulates the projected tax impact of harvesting specific losses. |
Tax impact projections and scenario planning are a core part of the product feature set. |
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Asset Location Optimization Optimizes asset placement across taxable and tax-advantaged accounts. |
No information available | |
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Tax Drag Analysis Quantifies the annual tax impact (drag) of different portfolios. |
Tax drag analysis and after-tax return projections are supported within scenario planning. | |
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Tax-Efficient Withdrawal Sequencing Advises on withdrawal order from different account types to minimize taxes. |
No information available | |
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Projection of After-Tax Returns Shows expected net returns after incorporating anticipated taxes. |
Considers after-tax returns in tax projections and scenario planning. | |
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Roth Conversion Analysis Models the tax consequences of Roth IRA conversions. |
Roth conversion workflow and modeling are available. | |
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Capital Gains Minimization Tools Identifies trades and strategies to minimize realized capital gains. |
ProConnect identifies and helps minimize capital gains as part of planning. | |
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Automated Rebalancing Tax Analysis Assesses tax costs associated with portfolio rebalancing. |
Tax consequences of rebalancing are considered in annual analysis. | |
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Short-term vs Long-term Gain Recognition Distinguishes and tracks gains for relevant tax treatment. |
System distinguishes short-term vs long-term gains for proper tax treatment. | |
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Customized Strategy Recommendations Provides tailored, client-specific tax strategy advice. |
Custom scenario-based recommendations are available for each client. | |
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Multi-year Tax Projection Projects multi-year tax liabilities under proposed strategies. |
Multi-year tax projections and summaries available via scenario tools. |
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What-if Scenario Analysis Allows users to test tax results under different scenarios and plan changes. |
Supports what-if analysis and scenario modeling for tax planning. | |
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Multi-Year Tax Forecasts Provides forecasts of tax liabilities over multiple future years. |
Multi-year forecasts built in for scenario planning. | |
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Customizable Tax Rates Supports entry and adjustment of custom federal, state, and local tax rates. |
Tax rate customization available (federal, state, local). | |
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Estate & Gift Tax Simulation Models estate and gift tax exposure based on current and hypothetical portfolios. |
Estate/gift planning modules include simulation tools. | |
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Legislation Impact Modeling Analyzes tax impact of proposed or potential legislative changes. |
No information available | |
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Monte Carlo Tax Simulations Uses stochastic modeling for tax forecasting under uncertainty. |
No information available | |
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Goal-Based Forecasting Integrates tax effects into financial plan goal projections. |
Integrated with overall financial goal planning for forecasting. | |
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Collaborative Scenario Sharing Enables sharing modeled tax scenarios with clients or team members. |
Clients/advisors can share modeled scenarios within the collaboration portal. | |
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Historical Scenario Review Allows comparison of past plan recommendations with current scenarios. |
No information available | |
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Sensitivity Analysis Assesses how sensitive outcomes are to changes in tax assumptions. |
No information available |
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Account Aggregation Aggregates data from multiple financial accounts (brokerage, retirement, bank, etc.). |
Supports aggregation from multiple accounts including brokerage and retirement. | |
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API Integration Offers programmable interfaces for connecting to other software systems. |
No information available | |
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Direct Custodian Connectivity Connects directly to custodians for real-time client data. |
No information available | |
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CRM Integration Integrates with advisor CRM systems for seamless workflow. |
Integrates with advisor CRM via ecosystem connections or export/import. | |
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File Import/Export Capabilities Supports importing and exporting of client and investment data files. |
Importing/exporting client/account data is a core feature. | |
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Data Refresh Frequency How often external account or position data are refreshed. |
No information available | |
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Custom Data Mapping Allows mapping of external data fields to internal software fields. |
Some customization of data mapping is available during import. | |
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Audit Trail of Data Changes Maintains records of data updates for compliance. |
Audit trails and change logs are standard for regulatory compliance. | |
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Cloud Data Storage Stores data in the cloud for remote access and backup. |
Cloud storage by default as a SaaS platform. | |
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Real-Time Syncing Data synchronizes in real time with other platform elements. |
No information available |
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Automated Tax Form Generation Creates electronic or printable versions of required tax forms (e.g., 1099, Schedule D). |
Automated forms for 1040, 1099, Schedule D, etc., are generated within the software. | |
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Capital Gains and Income Reporting Summarizes annual capital gains, losses, and income by account or tax lot. |
Annual gain/loss and income summaries generated for each client/account. | |
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Compliance Rule Updates Automatically updates for new federal and state tax law changes. |
Automatic updates for federal/state legislative changes included in the SaaS offering. | |
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Error Checking & Reconciliation Provides automated checks for inconsistencies or compliance errors. |
Built-in reconciliation/error checking on forms and data. | |
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Tax Filing Export Exports data for use with tax filing software or professionals. |
Export of tax data to other tax filing applications is supported. | |
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Document Retention Management Supports secure storage and retention of tax documents per regulations. |
Secure digital document retention and vault for regulatory period provided. | |
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Client Tax Summary Reports Generates summary reports of client tax positions for review. |
Tax position summaries, client review reports and summaries are generated. | |
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State and Local Tax Calculations Supports compliance for all relevant state and local tax rules. |
Supports complex federal, state and local tax calculations for compliance. | |
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Amended Returns Support Supports creation of amendments to prior-year tax returns. |
Supports amendments to prior returns (amended forms supported). | |
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Regulatory Change Alerts Notifies users of significant changes in tax law or filing requirements. |
System alerts users of breaking tax law and form changes. |
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Dashboard Customization Users can configure dashboards to suit their workflow and preferences. |
Advisors can customize dashboards and favorites within the user interface. | |
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Mobile Access Accessible via mobile devices or dedicated mobile apps. |
Web-based platform is accessible via iPad/tablet/mobile browser; no full-featured native app. | |
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Guided Workflows Step-by-step walkthroughs for common tax planning processes. |
Step-by-step onboarding and workflow guidance available. | |
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Multi-language Support User interface available in multiple languages. |
No information available | |
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Accessibility Features Tools for visually impaired or other accessibility needs. |
No information available | |
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Search and Filter Functions Easily search for and filter clients, accounts, or transactions. |
Search and filtering available for clients, forms, transactions. | |
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Customizable Reports Users can build and customize their own reports. |
User-customized reports, exports, and templates are supported. | |
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Bulk Edit and Batch Actions Ability to apply changes across multiple clients or portfolios at once. |
Batch edit available for bulk tax form prep and client management. | |
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Real-time Help and Guidance Integrated documentation or chat support for immediate assistance. |
Inline help and documentation/chat support available within application. | |
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Client Portal Dedicated portal for clients to view their tax planning results and reports. |
Client-facing summary reports and collaboration tools act as a portal. |
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Secure Document Sharing Share sensitive files securely between advisor and client. |
Document sharing is secure; built-in for client-advisor interactions. | |
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Commenting and Annotations Leave comments and notes directly on reports or scenarios. |
No information available | |
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E-signature Integration Collect required signatures within the platform. |
No information available | |
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Meeting Scheduler Built-in tools for scheduling tax review meetings. |
No information available | |
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Customizable Email Templates Create templates for standardized client communications. |
No information available | |
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Alerts & Notifications Configurable email or in-app tax deadline reminders. |
Notifications, emails, alerts can be configured for tax deadlines. | |
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Interactive Plan Visualizations Tools for interactive presentation of tax planning outcomes. |
No information available | |
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Shared To-do Lists Collaborative task lists between advisor and client |
No information available | |
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Document Upload by Clients Clients can upload documents securely to the advisor platform. |
Clients can upload tax documents securely to the advisor (native feature). | |
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Client Feedback Mechanism Enable clients to provide feedback within the portal. |
No information available |
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Multi-factor Authentication Requires multiple authentication methods for system access. |
Multi-factor authentication is an included security control. | |
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End-to-End Encryption Encrypts data at rest and in transit across the system. |
Data stored with end-to-end encryption at-rest and in-transit. | |
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User Access Controls Granular permissions for managing roles and privileges. |
User role and access controls are supported via admin settings. | |
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Regular Security Audits Platform is audited for security vulnerabilities on a regular basis. |
Intuit states regular security audits for their online products. | |
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SOC 2 or Similar Certifications Holds third-party security and data handling certifications. |
Intuit holds SOC 2 and other certifications for cloud offerings. | |
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Data Residency/Localization Support for storing data in required jurisdictions. |
No information available | |
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Data Retention Settings Customizable retention periods for sensitive client data. |
Retention periods (and deletion) can be controlled for each client/document. | |
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Automatic Session Timeouts Automatically logs out users after inactivity. |
Automatic session timeout is standard security for SaaS. | |
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Audit Logging Monitors access and action history for compliance purposes. |
Audit logs are present for compliance tracking. | |
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Incident Response Plan Comprehensive documented plan for responding to security incidents. |
Incident response plans are described in Intuit's enterprise compliance documentation. |
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Custom Report Builder Allows users to build bespoke reports with selected fields and filters. |
Custom report builder and display configuration available. | |
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Scheduled Report Delivery Supports automated generation and delivery of reports on a schedule. |
Scheduled report delivery and periodic notifications available. | |
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Benchmark Comparison Tools Compares client portfolios and tax outcomes to relevant benchmarks. |
Benchmarking against prior years / averages supported. | |
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Aggregation of Analytics Across Clients View tax metrics and performance in aggregate across client base. |
Analytics aggregated across the client book shown in management dashboard. | |
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Export to PDF/CSV/XLS Export all reports and analytics to common file formats. |
Reports can be exported to PDF, CSV and other formats. | |
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Drill-down Analysis View detailed analytics down to transaction or tax lot level. |
Drill-down into individual transactions, tax details, other analytics is supported. | |
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Historic Reporting Archive Maintains an archive of past analytics and reports. |
Historical archive of prior reports is offered for each client. | |
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Tax-Efficiency Metrics Specific metrics measuring portfolio tax efficiency over time. |
No information available | |
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Custom KPI Dashboards Key performance indicators dashboards are configurable per user. |
KPI dashboards and visualization customizable per user/role. | |
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Visualizations & Charts Suite of charting tools for tax and portfolio analytics. |
Visualization and charting for analytics built-in. |
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Onboarding Assistance Personalized onboarding for new users and firms. |
Personalized onboarding and setup available for new users. | |
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Knowledge Base Access Comprehensive online documentation and FAQs. |
Online knowledge base, help center, and documentation provided. | |
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Live Chat Support Immediate in-platform chat for tech and strategic support. |
Live chat tech support available in-app during business hours. | |
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Phone and Email Support Multiple support channels including phone and email. |
Phone and email support for users and administrators. | |
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Webinars and Training Resources Regular online events and resources for training. |
Regular webinars, training events, and archived education available. | |
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Dedicated Customer Success Manager Assigns a point of contact for account success and troubleshooting. |
No information available | |
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Community Forums Access to online discussion boards or peer support. |
No information available | |
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Feature Request Feedback Loop Clients can request new features and track implementation. |
Feature requests and product feedback system for users. | |
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Context-Sensitive Help In-software help that adapts to current screen/function. |
Help is context-sensitive, adapting to screen/form in use. | |
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Training Certification Programs Offers formal certification for product proficiency. |
No information available |
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