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.
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
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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