CPA Practice Advisor

AUG 2018

Today's Technology for Tomorrow's Firm.

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20 AUGUST 2018 ■ ADVERTORIAL CPA Practice Advisor TAX & ACCOUNTING TECHNOLOGY INNOVATION AWARD 2018 FINALIST In tax year 2017, the ProConnect team eliminated manual entry for 7 of the most common source documents - W-2, 1099-INT, 1099-DIV, 1099-R, 1099-MISC, 1098-Mortgage and 1098-T. While in the client's tax return, the preparer can import the data fields from these source documents and apply the data directly to the tax form without manually entering any data. We’ve found that 90% of all data fields from these source documents imported accurately into the tax return with no manual data, which has helped save preparers from manually entering over 244,000 data fields for tax year 2017. To learn more about Intuit, visit

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