ProConnect Tax Advisor Tool & Data Import Enhancements
1. Ability to Import Current and Prior-Year 1040 Data Prepared Outside of ProConnect for Tax Planning
Please allow ProConnect to import current and prior-year 1040 financial data that was prepared outside of ProConnect Tax and make that data usable within the Tax Advisor tool.
Currently, while prior-year data can be imported, it does not transfer into the Tax Advisor module for tax planning purposes. As a result, tax planning and advisory tools appear to be limited to clients whose tax returns were prepared entirely within ProConnect.
This limitation creates a significant barrier to providing advisory services, particularly for:
- New clients
- Clients transitioning from other tax software
- Prospective clients seeking planning before engaging for tax preparation
Enabling full financial data imports from externally prepared returns—and allowing that data to flow into the Tax Advisor tool—would allow firms to deliver meaningful tax planning and advisory services regardless of where the return was originally prepared.
2. Import Current-Year Financial Data (Not Only Personal Information)
In addition, please expand import functionality to include current-year tax return financial data, not just personal information.
Being able to import full current-year financial data would significantly improve client onboarding and allow firms to:
- Perform proactive tax planning and advisory
- Analyze filed or draft returns prepared elsewhere
- Demonstrate advisory value early in the client relationship
- More effectively convert and retain clients who have already filed their taxes with another provider
These enhancements would make ProConnect a stronger platform for advisory-focused firms and better support year‑round client engagement, not just tax preparation.
Thank you for considering these enhancements. Expanding data import functionality would meaningfully improve ProConnect’s value for tax advisors and firms focused on planning and advisory services.
