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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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Transferring Proconnect Clients
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KBensonVT
Level 1
12-29-2023
12:18 PM
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I have taken over preparing returns for a retired preparer. He also used ProConnect. Is there a way to transfer clients to my ProConnect account to maintain history?
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George4Tacks
Level 15
12-29-2023
01:12 PM
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Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist... OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
OR NEW!!! https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist...
I think the dreaded phone call will be the only way to do this.
Answers are easy. Questions are hard!
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