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Level 1
September 14, 2026
Question

How do I remove myself as primary admin on my ProConnect Tax account and assign to a new user?

  • September 14, 2026
  • 1 reply
  • 38 views

How do I remove myself as primary admin on my ProConnect Tax account and assign to a new user? We only have paid for the one user and 100 returns package and when I assign the CPA, I get an error message saying that we need to buy more credits. I will not be processing returns, so I want to remove myself as primary administrator and assign it to our CPA.

1 reply

George4Tacks
Level 15
September 14, 2026