transition from proseries to proconnect

[bandb]

Has anyone transitioned from proseries to proconnect? My few clients have either died or relocated to the point proconnect will be more cost effective. Will my files transfer over or do I have to re enter historical data ? Thanks

[Just-Lisa-Now-]

https://proconnect.intuit.com/support/en-us/help-article/convert-files/convert-tax-return-data-proco...

Be sure you demo ProConnect before switching, its very different than ProSeries

[Summer2021]

May I know your experience from switching from ProSeries to Pro-Connect? 

I am thinking of switching to Pro-Connect Essentials package which is a lot less expensive than ProSeries. 

[George4Tacks]

Try the program by logging on here. https://accounts.intuit.com/app/sign-in?app_group=ProConnectTaxOnline&asset_alias=Intuit.apd.ito&sin...

You can do everything EXCEPT print and efile and there is no fee. Try a simple sample return input in 2022 to get used to it. You can Check Return and look at the forms. 

The conversion should be fairly seamless, but be sure to check the 2022 before you proforma it to 2023. Most conversions with any product are not perfect.