Move from Taxact online to Proconnect

polydom

I used the online version of Taxact until now. I wish to switch to Proconnect. what would be the best way to move my data to Proconnect? The guide I found talk about the desktop version of taxact. I used only the online version. I have pdf files of course.

Thanks in advance.

George4Tacks

You are asking a community of other users. This is NOT something we can help you with. Contact support.

https://accountants.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect...

Call the phone number there for Support.

You will need an EFIN to use ProConnect

Answers are easy. Questions are hard!

Kathi_at_Intuit

Hi @polydom Welcome to the community and thanks for posting your first question! If you’re moving from TaxAct to ProConnect, here are a couple more resources that may help with the transition:

TaxAct backup instructions for data conversion

How to convert tax return data into ProConnect Tax

As @George4Tacks suggested, reaching out to Support is a great next step if you need additional help—they’re best equipped to assist with this.

We’re glad to have you here and look forward to seeing you in the community!

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