Pro Series or Pro Connect

Forum|Forum|4 years ago
January 10, 2022
11 replies
28 views

My practice has reduced and on renewal I am trying to determine what the most affordable/workable option if for me for the 10 returns that are carrying over for 2022. I have a long history with Pro Series, but when faced to reduce cost, does it make sense to switch to Pro Connect? Can I import all of my client files into Pro Connect with history?

I appreciate you help in advance. Thank you,

Tom

ProSeries Professional

This topic has been closed for replies.

J

johnea

Level 4

good luck in reducing costs with intuit try importing with turbo tax u can e file 5 per program for $19.95

sjrcpa

Level 15

Paid preparers cannot use TurboTax for client returns.

The more I know the more I don’t know.

George4Tacks

Level 15

Try ProConnect - You can sign in at https://ito.intuit.com/app/protax/sign-in and create a return and do everything EXCEPT print or e-file for free. It is a totally different animal from ProSeries.

Returns are on "sale" right now for $43.98 vs regular price of $83.95. If you buy 20 returns now, they 20 credits expire at the end of the year and there is no rollover. If you need more they will be the "regular" price in place at the time they are purchase. Do the math at regular price X 20 is a bunch.

Drake is a popular cheaper alternative that you might also look at.

Answers are easy. Questions are hard!

T

T-Town-CPAAuthor

Level 4

Thank you for your quick response. I am intrigued by your statement, "....it's a totally different animal...." What do you mean by that?

Additionally, I have 10 client returns in Pro Series, how do I get last years return into ProConnect for my client's comparison? I love the 5 year summary Pro Series provide, which ultimately is another question of how to have that without going back and forth between Pro Series and Pro Connect.

I look forward to your response.

Thank you,

Tom

George4Tacks

Level 15

@T-Town-CPA wrote:

Thank you for your quick response. I am intrigued by your statement, "....it's a totally different animal...." What do you mean by that?

Additionally, I have 10 client returns in Pro Series, how do I get last years return into ProConnect for my client's comparison? I love the 5 year summary Pro Series provide, which ultimately is another question of how to have that without going back and forth between Pro Series and Pro Connect.

I look forward to your response.

Thank you,

Tom

1. Input approach is TOTALLY DIFFERENT. Try a return and see. No cost. No obligation.

2. No 5 year history, only 1 prior year.

Answers are easy. Questions are hard!

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