Client Status Communication for Tax Preparers with Intuit ProConnect
The Problem
Tax Preparers field the same 'where is my return' / 'did you get my docs' emails all day, and the ones who don't get answers within a few hours churn to a faster firm.
What We Build in Intuit ProConnect
AI drafts personalized status replies from the live matter state in Drake Tax, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Intuit ProConnect — uses the native API or agent integration so nothing leaves the system of record.
Intuit ProConnect Integration Approach
Audit your Intuit ProConnect configuration
We map the specific Intuit ProConnect objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
Build on the Intuit ProConnect API or agent
Integration happens inside Intuit ProConnect — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Intuit ProConnect with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Intuit ProConnect instance
30-minute call. We'll look at your actual Intuit ProConnect setup and show exactly how this workflow fits.