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A
AMcNaney
Level 1
December 12, 2023
Question

ProConnect Clients not Syncing in Tax Advisor

  • December 12, 2023
  • 1 reply
  • 6 views

Has anyone else had issues with syncing their clients from ProConnect into Tax Advisor?

I tried creating a tax plan for a new client in ProConnect, with 50 tax credits available, although when I enter their name nothing comes up and I can't hit next. 

Is this a syncing error, or something else?

This topic has been closed for replies.

1 reply

A
Anonymous
December 18, 2023

@AMcNaney Are you continuing to have syncing issues? Let us know by replying to this thread and we can research further. 

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