Accounting and tax firms are now able to import their ProConnect clients into Ignition, filter clients by return type, and send tax proposals to multiple clients in bulk using templates – enabling them to improve efficiency and profitability this tax season.
“Engaging clients during tax season is arduous and time-consuming for accounting and tax professionals, ” said Matthew Kanas, Managing Director, Americas at Ignition. “By advancing our partnership with Intuit to integrate with ProConnect, we’re helping firms to set themselves up for success. They can save time by sending tax engagements in bulk, eliminate AR by automating payments, and seamlessly connect workflows.”
While Ignition has integrated with QuickBooks Online since 2015, the company first announced a strategic partnership with Intuit ProConnect in June 2021. In June 2022, Ignition and Intuit took their partnership one step further with the launch of Tax Planning and Advisory Proposal templates to further support thousands of ProAdvisors. This new integration with ProConnect signifies a third wave for the continued partnership.
“The expansion of our strategic partnership with Ignition is another major step forward in expanding the capabilities of our product to better meet the needs of our customers”, said Jorge Olavarrieta, VP of Product Management and Design at Intuit. “By integrating with ProConnect, firms can now streamline their client engagements and payment collection processes, enabling them to focus on providing the best service to their clients and growing their business.”
Key benefits of Ignition’s deep integration with Intuit products include:
- Tax preparers using ProConnect can engage hundreds of clients in minutes by creating and sending bulk proposals in Ignition.
- Ignition automatically creates invoices and marks them as paid in QuickBooks Online, enabling ProConnect users to reduce AR and invoicing admin.
- Firms can transition to year-round advisory revenue by accessing proposal templates made for Intuit Tax Advisor within Ignition.
Justin Kurn, VP Principal Development at Dark Horse, an existing Ignition and ProConnect customer, welcomed the news of the integration: “Ignition further developing their integrations within the Intuit suite is game-changing for our practice. The ability to effortlessly connect client data across multiple applications is a must have for any firm’s tech stack and a huge part of why we chose to go with Ignition.”