Hello, I think I figured things out kinda??

 

Conversion is for Professional Providers who is  to switching to Proconnect Tax system.  Because the selection is for a specific provider, have to sign into, to  retrieve data for the conversion.  You have to know the prior year tax system in order to do a conversion.  (conversion for the beginning of tax season)

 

Upload is for Clients with PDF prior year taxes - transfer names and numbers.  Helps to compare numbers.

 

Mamie,

Still figuring things out.   Do you Agree?