About
I work for Intuit supporting Lacerte, ProConnect and Intuit Tax Advisor. I also run my own tax firm.
Products
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Lacerte TaxExperience: 2 years
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ProConnect TaxExperience: 5 years
Activity Feed
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You have to create the client from the prior year 1040 inside ProConnect first and then Intuit Tax Advisor will be able to plan from the 2024 data. Please revie...
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The 2025 ProConnect software is live now for those customers that have renewed their software. For forms availability, please use this link to track release dat...
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Unfortunately, once data entry has been completed there is no way to reorder the entries without deleting and re-entering the data.
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ProConnect does not currently have this feature available. You can however use the idea exchange to recommend it as an enhancement.
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When you say remove ProConnect from your Intuit account, plesae clarify if you are trying to cancel your ProConnect account or you do not have one?