Is there a way to have a client input the general data in their account so it will populate their basic information in ProConnect?

[KarlaS]

...or populate the data in ProConnect?

[IRonMaN]

Yes, I believe they call it Turddotaxx or something like that.

[qbteachmt]

This is an interesting question, because it's not "their" account. It's Yours, as their professional tax preparer, working on their return. If you want them to enter their info into their return, you'd be out of a job.

[KarlaS]

I just reworded the question...I realize I said "tax return" but meant ProConnect profile information.

So...Is there a way a client can input general data and it will populate in ProConnect?

[sjrcpa]

Where would they enter it?

You as the preparer pay for the software. Your clients don't have access to it.

[qbteachmt · Accepted solution]

Perhaps you want something like...

https://proconnect.intuit.com/link/taxpayer/

https://proconnect.intuit.com/link/training/

[KarlaS]

Thank you for sharing.

I contacted customer support yesterday and this is what they instructed me to do.