OUTSIDE ACCOUNT IMPORT

Related products:ProConnect

Forum|Forum|3 years ago
October 14, 2022
1 reply
0 views

Hello,

I think that there should be account import options to be able to connect to outside accounts.

For example, cryptotrader.tax. We have a client who has 3,000 pages of crypto document on a 8949. The only option I have currently is to basically manually input 3,000 pages worth of information.

I have used other platforms in the past in which we could connect to the crypto account to pull the information through.

This should truly be an option.

Import Functionality

This topic has been closed for replies.

A

Anonymous

Thanks for the idea for import options from outside accounts. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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