How do I move files from one ProConnect to another ProConnect? my own firm that I do taxes and have my EFIN. Started helping another company using their ProConnect,

Forum|Forum|6 years ago
December 7, 2019
2 replies
17 views

Is it possible to copy the files from one ProConnect (where I have completed the return, but cannot efile) and move to my ProConnect with my EFIN, so that i can e file the returns?

ProConnect Tax Online

This topic has been closed for replies.

Best answer by itonewbie

Are you sure you want to move the returns under your own firm to this other company you're helping out with?

Your clients are your assets and this other company should not be privy to the returns you prepare, especially without express consent of your clients with whom you have engagements under the name of your own firm.

If you must, contact Support about migrating your returns to this other company's account.

itonewbieAnswer

Level 15

Are you sure you want to move the returns under your own firm to this other company you're helping out with?

Your clients are your assets and this other company should not be privy to the returns you prepare, especially without express consent of your clients with whom you have engagements under the name of your own firm.

If you must, contact Support about migrating your returns to this other company's account.

---------------------------------------------------------------------------------Still an AllStar

K

kanokwantax

Level 2

Hello,

I've 2 accounts under my email. I really want to merge them in to one account.

Is that any way I can do?

Thank you

itonewbie

Level 15

I've 2 accounts under my email. I really want to merge them in to one account.

Is that any way I can do?

Contacting Intuit Support is the only way.

---------------------------------------------------------------------------------Still an AllStar

E

eycpa

Level 3

l was told several years ago that this is not possible, but would love a solution if there is one.

itonewbie

Level 15

@eycpa wrote:

l was told several years ago that this is not possible, but would love a solution if there is one.

You won't find a solution here on this peer-to-peer forum. We are only fellow users like you. You will need to contact Intuit Support for this.

---------------------------------------------------------------------------------Still an AllStar

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