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Level 1
February 21, 2024
Question

ProConnect Tax and Tax Advisor SOC 2 Reports

  • February 21, 2024
  • 1 reply
  • 2 views

Has anyone gotten the SOC 2 report for ProConnect Tax and Tax Advisor? I only see Quickbooks SOC 2 available currently. Not sure I'd like to be using either if I can't perform vendor security reviews over them.

Wondering how others are managing their third-party risks here. 

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    1 reply

    itonewbie
    Level 15
    February 21, 2024

    Good question!

    The compliance page has only SOC reports for QB and QBO products: https://www.intuit.com/compliance/

    Would be good to be able to read the ones for ProConnect Tax and Tax Advisor.

    In fact, it'd be good to see the reports for all of Intuit's professional tax products.

    @1569 Could you please point us to the right place for the SOC reports for Intuit's professional tax products, especially ProConnect Tax and Tax Advisor?  Thanks!

    ---------------------------------------------------------------------------------Still an AllStar