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From what I have researched, I am not finding a way to convert proconnect. It appears that I need customer data files like those that exist in Lacerte when you ...
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Looking to get a copy of client data files to migrate to another program
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Estimated federal tax payments for all 4 quarters were efiled with the federal tax return by mistake. Is there a way to cancel these payments
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This is a follow up to my previous question on how to change the name of the paid preparer on tax return. I do see where you can designate to either 1 Not to pr...
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I am a new customer to ProConnect tax transferring from using Lacerte for many years. How or where do I change the name of the preparer that shows up at the bot...