List of Intuit ProConnect ProSeries Customers
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United States
Since 2010, our global team of researchers has been studying Intuit ProConnect ProSeries customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Intuit ProConnect ProSeries for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Intuit ProConnect ProSeries for Tax Management include: YMCA of the North Shore, a United States based Non Profit organisation with 300 employees and revenues of $37.0 million, DiBartolomeo, McBee, Hartley & Barnes, a United States based Professional Services organisation with 17 employees and revenues of $2.0 million, Paul S. Marciano, CPA, LLC, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Intuit ProConnect ProSeries, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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DiBartolomeo, McBee, Hartley & Barnes | Professional Services | 17 | $2M | United States | Intuit | Intuit ProConnect ProSeries | Tax Management | 2016 | n/a |
In 2016, DiBartolomeo, McBee, Hartley & Barnes implemented Intuit ProConnect ProSeries as the firmwide Tax Management platform. The small professional services firm with 17 employees deployed Intuit ProConnect ProSeries Tax Software alongside Intuit Fixed Asset Manager to support tax return preparation, electronic filing workflows, client record management, and depreciation reporting.
Configuration emphasized standard tax modules and form libraries associated with Tax Management systems, with Intuit ProConnect ProSeries Tax Software orchestrating return computation, e-filing, and client dossier management. The Intuit Fixed Asset Manager was used to maintain fixed asset registers and depreciation schedules, and billing per client was tracked using the company provided time entry software which was referenced in tax and billing reconciliation processes. Governance and operational scope were centered on the firm s tax and accounting group, with centralized stewardship of tax data and procedures to support the firm s annual tax cycles.
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Paul S. Marciano, CPA, LLC | Professional Services | 10 | $1M | United States | Intuit | Intuit ProConnect ProSeries | Tax Management | 2017 | n/a |
In 2017, Paul S. Marciano, CPA, LLC implemented Intuit ProConnect ProSeries for Tax Management to consolidate tax preparation and compliance workflows for its small professional services practice. The deployment covered the firm’s tax preparation staff across a single-office operational footprint and was tailored to the firm's scale of approximately 10 employees. Intuit ProConnect ProSeries was provisioned as the primary application for preparing individual and business returns and for maintaining client tax dossiers.
Configuration emphasized core Tax Management capabilities including return preparation modules for individual and business forms, built-in calculation engines, diagnostic error checking, and electronic filing workflows. The implementation included client data intake and standardized client organizers, template-based form libraries, and version control for return edits to support review cycles. Automation focused on formula-driven computations and carryforward population to reduce manual data entry across tax years.
Governance was structured around role-based access and review workflow orchestration, enabling preparer, reviewer, and signing roles within the tax process and supporting audit trail requirements. Operational scope centered on tax preparation and compliance business functions, including filing calendar management and documentation retention policies aligned to the firm's practice. The narrative emphasizes Intuit ProConnect ProSeries as the central Tax Management application integrated into day-to-day firm operations.
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YMCA of the North Shore | Non Profit | 300 | $37M | United States | Intuit | Intuit ProConnect ProSeries | Tax Management | 2017 | n/a |
In 2017, YMCA of the North Shore implemented Intuit ProConnect ProSeries as its Tax Management solution to centralize tax return preparation and compliance for the organization. The deployment targeted the nonprofit finance and accounting function across the organization, aligning the Intuit ProConnect ProSeries application with annual tax filing cycles and donor reporting requirements.
Configuration work focused on standard Tax Management capabilities, including tax return preparation workflows, electronic filing setup, form library configuration, and client record management. Administrators configured role based access controls, audit trails, and document management practices within Intuit ProConnect ProSeries to support secure preparation and review of federal and state filings.
Operational coverage emphasized the finance and accounting teams, with the application used to stage tax packages, manage filing statuses, and retain supporting documentation for audits. Data handling was organized around controlled data imports from internal financial exports and structured document uploads, while user workflows enforced review and approval steps prior to e filing.
Governance changes included defined submission workflows, segregation of duties across preparers and reviewers, and retention policies implemented inside the Tax Management system. Training and process documentation were established to standardize preparation procedures using Intuit ProConnect ProSeries, and ongoing configuration management was assigned to finance leadership to maintain compliance and template integrity.
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