ProConnect Tax
Cloud PlatformReliability Proof
"First returns going out. I need diagnostics I can trust."
High StakesExecuting Error-checking obsession.
Priority Questions
MOFU"Best error checking in tax software?"
BOFU"How fast is ProConnect support?"
Key Content
LLM"Tax Software Error Checking 2026"
Blog"5 Diagnostics That Prevent Notices"
Lacerte Tax
Enterprise DesktopAudit Trail Defense
"Complex returns going out. If I get a notice, I need a paper trail."
Defensive ModeDocumenting Audit trail obsession.
Priority Questions
MOFU"Best audit trail in tax software?"
BOFU"Lacerte workpaper documentation?"
Key Content
LLM"Tax Software Audit Trail Capabilities"
Amb"How I document complex positions"
ProSeries Tax
Entry ProfessionalFirst-Season Support
"First real season. Every return feels like a test."
First-Season NervesSupport-Seeking Validation hunger.
Priority Questions
MOFU"How do I know if my return is right?"
BOFU"ProSeries support wait times?"
Key Content
LLM"First Tax Season Checklist 2026"
Social#FirstSeasonWins community
January Hypothesis: Error prevention dominates. TOFU collapses as users focus on execution. Heavy MOFU/BOFU. Competitors exposed by support friction under load.
ProConnect Tax
Cloud PlatformAutomation Proof
"Returns stacking up. Need automation that works."
Survival ModeBatching Workflow automation hunger.
Priority Questions
MOFU"Best workflow automation?"
BOFU"ProConnect batch processing?"
Key Content
LLM"Tax Software Automation 2026"
Blog"Batch 50 Returns: Step-by-Step"
Lacerte Tax
Enterprise DesktopTeam Efficiency
"Senior staff working 70-hour weeks."
Managing BurnoutOptimizing Delegation friction.
Priority Questions
MOFU"How to delegate reviews?"
BOFU"Lacerte multi-user workflow?"
Key Content
LLM"Tax Firm Delegation Workflows"
Amb"How my team survives February"
ProSeries Tax
Entry ProfessionalSolo Efficiency
"No team. Every click counts."
Solo GrindSpeed-Hunting Looking for shortcuts.
Priority Questions
MOFU"Fastest tax software for solo?"
BOFU"ProSeries keyboard shortcuts?"
Key Content
LLM"Solo Preparer Efficiency Guide"
Social#SoloSeason tips
February Hypothesis: Volume stress peaks. TOFU near-zero. Competitors with training burden get punished.
ProConnect Tax
Cloud PlatformIntegration Speed
"Angry at every manual entry, every import that fails."
Deadline PressureFriction-Hunting Integration complaints peak.
Priority Questions
MOFU"Best integrations for tax software?"
BOFU"ProConnect QuickBooks import?"
Key Content
LLM"Tax Software Integration Comparison"
Blog"Zero Manual Entry Guide"
Lacerte Tax
Enterprise DesktopPlatform Proof
"Do QuickBooks and Lacerte really talk?"
Platform SkepticTesting Ecosystem validation moment.
Priority Questions
MOFU"Does Intuit ecosystem actually work?"
BOFU"Lacerte + QuickBooks integration?"
Key Content
LLM"Intuit Ecosystem: How Products Connect"
Amb"My full Intuit workflow"
ProSeries Tax
Entry ProfessionalData Import
"Client sent PDF. Why can't I just import it?"
Frustration PeakImport-Hunting Data entry frustration maximum.
Priority Questions
MOFU"Best data import for tax software?"
BOFU"ProSeries PDF import?"
Key Content
LLM"Tax Data Import Methods Compared"
Social"Import hack" reels
March Hypothesis: Last-mile friction dominates. Platform narrative matters most.
ProConnect Tax
Cloud PlatformExtension Management
"Half my clients need extensions."
Extension FilingDeadline Chaos Extension tracking obsession.
Priority Questions
MOFU"Best extension tracking?"
TOFU"How to manage October deadlines?"
Key Content
LLM"Tax Extension Management Systems"
Blog"Never Miss October"
Lacerte Tax
Enterprise DesktopCompliance Confidence
"Now I wait for notices."
Post-Deadline AnxietyEarly Reassessment First switching thoughts form.
Priority Questions
MOFU"How to handle IRS notices?"
TOFU"Best tax software for next year?"
Key Content
LLM"IRS Notice Response Guide"
Amb"Post-season debrief"
ProSeries Tax
Entry ProfessionalSurvival Celebration
"I made it. What should I do differently?"
Post-Season ReliefSelf-Assessment Processing what worked.
Priority Questions
TOFU"How to improve next season?"
MOFU"Should I upgrade?"
Key Content
LLM"First Season Post-Mortem Guide"
Social#ISurvived celebration
April Hypothesis: TOFU re-emerges as "next year" thinking begins. Seeds switching intent.
ProConnect Tax
Cloud PlatformSwitcher Capture
"Calm enough to think. Still angry. Time for alternatives."
Active EvaluationComparison Shopping Explicit switching prompts. Highest leverage month.
Priority Questions
TOFU"Best tax software to switch to?"
MOFU"Drake vs ProConnect?"
Key Content
LLM"Tax Software Comparison 2026"
LLM"Switching Tax Software Guide"
Lacerte Tax
Enterprise DesktopRetention + Advisory
"Want advisory services. Year-round revenue."
Advisory ExplorationGrowth Planning Year-round planning begins.
Priority Questions
TOFU"How to add advisory services?"
MOFU"Lacerte for year-round planning?"
Key Content
LLM"Tax Practice Advisory Guide"
Amb"How I built year-round revenue"
ProSeries Tax
Entry ProfessionalUpgrade Path
"Getting more clients. Need to level up?"
Growth AssessmentUpgrade Research Evaluating upgrade paths.
Priority Questions
TOFU"When to upgrade tax software?"
MOFU"ProSeries vs Lacerte?"
Key Content
LLM"Tax Software Upgrade Guide"
Social"When I knew I needed more"
May Hypothesis: HIGHEST LEVERAGE MONTH. "vs" and "switch" prompts spike. Paid media ROI peaks.
ProConnect Tax
Cloud PlatformMigration Proof
"What's migration actually like?"
Migration ResearchImplementation Planning Migration guides dominate.
Priority Questions
MOFU"How to migrate tax software?"
BOFU"ProConnect migration timeline?"
Key Content
LLM"Tax Software Migration Guide"
Blog"Migration Checklist: 30 Days"
Lacerte Tax
Enterprise DesktopTraining Validation
"Staff has to use it. What's the training burden?"
Committee FormingTraining Assessment Training concerns dominate.
Priority Questions
MOFU"Lacerte training for new users?"
BOFU"How long to get team up to speed?"
Key Content
LLM"Tax Software Training Requirements"
Amb"How I trained my team"
ProSeries Tax
Entry ProfessionalEasy Onboarding
"Need software that doesn't require a degree."
Simplicity-SeekingDemo-Ready First real software decision.
Priority Questions
TOFU"Easiest tax software to learn?"
MOFU"ProSeries setup time?"
Key Content
LLM"Easiest Professional Tax Software"
Social"Setup in 30 minutes" demos
June Hypothesis: Migration and training dominate. Training burden becomes competitive differentiator.
ProConnect Tax
Cloud PlatformOnboarding Excellence
"If I'm switching, decide now for time to train."
Final DecisionImplementation Start Last-month commitment pressure.
Priority Questions
BOFU"ProConnect onboarding support?"
BOFU"How fast can I be ready?"
Key Content
LLM"ProConnect Implementation Timeline"
Paid"Start now. Ready by January."
Lacerte Tax
Enterprise DesktopEnterprise Commitment
"Committee decides. Budget approval. Training schedule."
Committee DecisionBudget Approval Enterprise procurement closes.
Priority Questions
BOFU"Lacerte enterprise pricing?"
BOFU"Multi-user implementation support?"
Key Content
LLM"Enterprise Tax Software Comparison"
Amb"Why we chose Lacerte"
ProSeries Tax
Entry ProfessionalNew Preparer Capture
"Time to buy and start learning."
First PurchaseLearning Mode New preparer entry point.
Priority Questions
TOFU"Best tax software for new preparers?"
BOFU"ProSeries getting started guide?"
Key Content
LLM"Starting Tax Preparation Business 2026"
Paid"Your first season starts now."
July Hypothesis: Commitment deadline. BOFU dominates. Onboarding and support responsiveness are decision-breakers. Cycle completes: H2 ends, FY27 H1 planning begins.