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How do I move files from one ProConnect to another ProConnect? my own firm that I do taxes and have my EFIN. Started helping another company using their ProConnect,

twallace
Level 1

How do I move files from one ProConnect to another ProConnect? my own firm that I do taxes and have my EFIN. Started helping another company using their ProConnect,

Is it possible to copy the files from one ProConnect (where I have completed the return, but cannot efile) and move to my ProConnect with my EFIN, so that i can e file the returns?

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Accepted Solutions
itonewbie
Level 15

Are you sure you want to move the returns under your own firm to this other company you're helping out with?

Your clients are your assets and this other company should not be privy to the returns you prepare, especially without express consent of your clients with whom you have engagements under the name of your own firm.

If you must, contact Support about migrating your returns to this other company's account.

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Still an AllStar

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5 Comments 5
itonewbie
Level 15

Are you sure you want to move the returns under your own firm to this other company you're helping out with?

Your clients are your assets and this other company should not be privy to the returns you prepare, especially without express consent of your clients with whom you have engagements under the name of your own firm.

If you must, contact Support about migrating your returns to this other company's account.

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Still an AllStar
kanokwantax
Level 1

Hello,

I've 2 accounts under my email. I really want to merge them in to one account. 

Is that any way I can do?

 

Thank you

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itonewbie
Level 15

I've 2 accounts under my email. I really want to merge them in to one account. 

Is that any way I can do?


Contacting Intuit Support is the only way.

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Still an AllStar
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euricpa
Level 1

l was told several years ago that this is not possible, but would love a solution if there is one.

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itonewbie
Level 15

@euricpa wrote:

l was told several years ago that this is not possible, but would love a solution if there is one.


You won't find a solution here on this peer-to-peer forum.  We are only fellow users like you.  You will need to contact Intuit Support for this.

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Still an AllStar
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