Is there a way to have a client input the general data in their account so it will populate their basic information in ProConnect?

Forum|Forum|4 years ago
November 9, 2021
7 replies
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ProConnect Tax

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Best answer by qbteachmt

Perhaps you want something like...

https://proconnect.intuit.com/link/taxpayer/

https://proconnect.intuit.com/link/training/

K

KarlaSAuthor

Level 2

...or populate the data in ProConnect?

IRonMaN

Level 15

Yes, I believe they call it Turddotaxx or something like that.

Slava Ukraini!

qbteachmt

Level 15

This is an interesting question, because it's not "their" account. It's Yours, as their professional tax preparer, working on their return. If you want them to enter their info into their return, you'd be out of a job.

Don't yell at us; we're volunteers

K

KarlaSAuthor

Level 2

I just reworded the question...I realize I said "tax return" but meant ProConnect profile information.

So...Is there a way a client can input general data and it will populate in ProConnect?

sjrcpa

Level 15

Where would they enter it?

You as the preparer pay for the software. Your clients don't have access to it.

The more I know the more I don’t know.

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