360TAX

ProConnect Tax Idea Exchange

Submitted by on ‎10-14-2022 09:07 AM

Hello,

I think that there should be account import options to be able to connect to outside accounts. 

For example, cryptotrader.tax. We have a client who has 3,000 pages of crypto document on a 8949. The only option I have currently is to basically manually input 3,000 pages worth of information.

I have used other platforms in the past in which we could connect to the crypto account to pull the information through. 

 

This should truly be an option.

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Comments
Anonymous
‎10-23-2023 02:53 PM
‎10-23-2023 02:53 PM

Thanks for the idea for import options from outside accounts. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

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