XyloDocs + ProConnect Tax: a practical document workflow for cloud tax firms

ProConnect Tax Online is where many firms file. XyloDocs is where clients send documents. Export for Intuit connects the two — without pretending there is a live public ProConnect Tax API.

ProConnect Tax Online is where many firms file. XyloDocs is where clients send documents. Export for Intuit connects the two.

Your clients already live in a portal

Cloud tax firms do not want return prep to start with a messy email thread. Clients expect to upload from a phone, reply to a text, or drop a PDF into a portal. ProConnect Tax sits inside the broader Intuit Accountants platform and focuses on preparing and filing returns. Document chase is a different job — and that is where XyloDocs sits.

Reality check: no public ProConnect Tax API

Many firms ask for "ProConnect integration." The honest industry fact: there is no public ProConnect Tax API for third-party portals to push or pull return data. Intuit's developer ecosystem (see the Intuit Developer Portal) powers API products such as QuickBooks Online — not a public tax-return API for ProConnect.

Until Intuit ships a public ProConnect API, the highest-value integration is a clean, year-scoped document export — not a fake "live sync" claim.

SEO and trust both reward that honesty. Firms can use XyloDocs today with a practical bridge instead of waiting on an API that does not exist.

The practical bridge: Export for Intuit

1. Client document intake in XyloDocs (portal, SMS, WhatsApp, email)
2. Tax-year organization (and AI-assisted filing where enabled)
3. Master agent clicks Export → Export for Intuit (covers Lacerte, ProConnect Tax, and ProSeries)
4. Download the package (single file or ZIP) and use it while preparing the return in ProConnect

File contents are the original stored documents. XyloDocs does not rewrite them into a proprietary ProConnect format. Scope is the selected client and tax year, with optional contact/assignee filters when needed.

Optional: QuickBooks Online vs ProConnect

Keep the Intuit story clear for readers:

• ProConnect Tax — return preparation (document handoff via Export for Intuit)
• QuickBooks Online — books and invoicing (XyloDocs can sync customers/invoices via the QBO connection — a real API product)
• Intuit Accountants — the suite home for ProConnect, Lacerte, ProSeries, and related tools

Do not confuse QBO API connectivity with a ProConnect return sync. They solve different problems.

Getting started for cloud tax firms

Collect documents where clients already are, then prepare returns in ProConnect. See features, pricing, or book a demo. Related reading: Lacerte document export, Export for Drake, and how XyloDocs works with Drake, Lacerte, and ProConnect.