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Level 2
September 27, 2023
Question

Access to 2023 version of Pro Connect

  • September 27, 2023
  • 1 reply
  • 2 views

When does the new tax year program usually become accessible?  Trying to plan steps to send out organizers as this is the second tax year using ProConnect, but the first year sending organizers through ProConnect..

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1 reply

sjrcpa
Level 15
September 27, 2023

Usually around November.

But I thought ProConnect doesn't have Organizers.

The more I know the more I don’t know.
Level 2
September 27, 2023

They have that new piece where you can create prior year worksheets that say they have room for current year and comparison, so I was going to run those and add that to my checklist and engagement letter to create a paper organizer.  I haven't actually seen it yet, and am anxious to see if it will work the way I hope it will.