bandb
Level 3
Activity Feed
  • New User Question: Does Proconnect have an Input screen for Explanations or do I create a Word document, save in my hard drive, then attach as a PDF to my Efili...
    bandb
    Mar 15, 2025
  • Married Couple bought a principle residence in 1995. Husband died in July 2023. Residence was put into Spouse's Revocable Trust in October 2023. House was sold ...
    bandb
    1
    Mar 11, 2025
  • My elderly client does not want to do link. She sent me photos of her information that I have on my iphone. Can I, acting as a taxpayer, upload from my iphone i...
    bandb
    Mar 03, 2025
  • I don't do much tax work in inherited stocks, so I am treading lightly to get it right. While alive, husband and wife each had their investments in separate rev...
    bandb
    2
    Feb 25, 2025
  • After 20 plus years using ProSeries, this is my first year using Proconnect, so please bear with my ignorance. I sent a client link request, they accepted and s...
    bandb
    1
    Feb 22, 2025
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Member Since ‎12-06-2019
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