Ignition and ProConnect

Learn how to use the ProConnect integration to import clients, sync data and create & send tax engagements in bulk to your clients!

Nicole Baptiste avatar
Written by Nicole Baptiste
Updated over a week ago

ProConnect is a tax preparation software by Intuit. Connect Ignition with ProConnect to make engaging clients and getting paid this tax season a breeze.

Import your ProConnect clients into Ignition, filter clients by return type, and send tax proposals to multiple clients in bulk using templates. Once your clients sign the proposal, Ignition automatically raises invoices, collects payments, and marks invoices as paid in QuickBooks.

Please note: This integration is only available in the USA and on Pro, Pro+and Scale plans.


Interactive demo

demo gif

Connecting to ProConnect

Go to the Apps tab → select ProConnect tile → click Connect to your account.

Sign in using Intuit SSO or your ProConnect credentials. Please note: Master Admin access in ProConnect is needed to connect and use the integration. Additionally, only Admin users in Ignition can connect integrations.

Syncing of data

The ProConnect integration, when connected, will sync data one way from ProConnect to Ignition only, on a daily basis. It is not currently possible for Ignition to send updates back to Proconnect.

This means we suggest making any client changes in ProConnect and to avoid changing any client details in Ignition as they will be overwritten by the sync.

If you have updated any company details in ProConnect and would like to sync the changes to Ignition immediately, navigate to the Apps tabProConnect tile → click Sync.

Please note: Only 1 connected app can have client name sync turned on.


Client creation and sync

Once the integration is set up, import your ProConnect clients directly to Ignition.

To import, navigate to the Clients tab → click the App clients button.

The Select clients page will list all your ProConnect clients for import.

​You can search and filter for specific client names and return type.

Select clients to convert it to an Ignition client, or link it to an existing Ignition client to set-up automatic syncing.

Convert to an Ignition client

Ignition will import your client list from ProConnect to allow you to select from clients from ProConnect and individually convert them to an Ignition client.

To link a Proconnect client to an existing Ignition client, navigate to the Clients tab click the App clients button. A full client list from ProConnect will be accessible here, find the client you would like to link→ click Next → Import.

Link to an existing client

If you have existing Ignition clients that you would like to link to the equivalent company in ProConnect, you can do this by editing the client record. Linking to an existing client allows you to create a link between an existing Ignition client and the record in ProConnect, to prevent creating a new duplicate client.

To convert a ProConnect client to an Ignition client, navigate to the Clients tab click the App clients button. A full client list from ProConnect will be accessible here, find the client you would like to convert → select Import as New and select Import.

Duplicate detection

If you convert an app client to an Ignition client, Ignition will first check for any potential matches in Ignition to prevent duplicates clients.

If a duplicate is detected because of a matching email address or the same client name, you'll have the opportunity to link your app client with that Ignition client instead of converting them.

Please note: There has to be an exact match of the client name or email address in order for Ignition to raise the potential duplicate. Please ensure that your ProConnect client data has been reviewed before converting/linking clients in Ignition.


Filters

Filter clients by ProConnect return type in the Clients tab to tailor your proposals. Use the Tags filter in the Clients tab to see a filtered list of ProConnect clients and their return type.

Select More filters Tags → Return type (i.e. 1040).


Create and send proposals in bulk

Tax Planning and Advisory template

Ignition’s Tax Planning and Advisory proposal templates are tailor-made for accounting and tax professionals using Intuit Tax Advisor. Price and sell your services more effectively, and scale revenue with three-tier pricing options – from basic tax preparation to full service tax planning and advisory services.

Create and send proposals in bulk

In the Clients tab, create proposals in bulk from a template with your engagement letter for your ProConnect tax clients. Learn more about creating proposals in bulk from a template.

In the Pipeline tab, send proposals in bulk from the Clients tab with your engagement letter for your ProConnect tax client. Learn more about how to send proposals in bulk.

Import a ProConnect client within the proposals editor

Your ProConnect client list is also available in the General step of the proposal editor. Select a client from ProConnect in the drop-down menu to convert or link whilst creating a proposal.

After selecting a client from ProConnect, you’ll see a new client record with data pre-filled from ProConnect. You can then go ahead and save the client to your Ignition client list. From now on, the client record will be linked to ProConnect, and any changes to the company details in ProConnect will flow back to Ignition.


QuickBooks

Boost profits and efficiency this tax season by integrating Ignition with Intuit ProConnect Tax and QuickBooks Online. Collect payment details upfront, and automate invoicing and payment collection from the moment a client signs your proposal. Ignition automatically creates client invoices in QuickBooks Online, collects fees and marks invoices as paid.

To connect your QuickBooks to Ignition, navigate to the Apps tab and click the QuickBooks tile. Learn more about the QuickBooks integration.


FAQs

Is there an integration available for Lacrerte and ProSeries?

No, Ignition only integrations with Intuit ProConnect Tax Online.

Why don’t I see anywhere in ProConnect that my account is connected to Ignition?

The ProConnect integration is turned on in the Apps tab in Ignition. At this stage, Ignition will only pull data from ProConnect so you won’t notice anything from Ignition in Proconnect.

What permissions are needed to set up the Proconnect integration?

Master Admin access in ProConnect is needed to connect and use the integration. Additionally, only Admin users in Ignition can connect integrations.

Can I bill my clients based on their return statuses in ProConnect?

Manual billing in Ignition will be handled by client billing schedule and will not have a link to status in ProConnect.

Did this answer your question?