Question
Proconnect - What the Difference between Conversion and Upload?
Hello, I think I figured things out kinda??
Conversion is for Professional Providers who is to switching to Proconnect Tax system. Because the selection is for a specific provider, have to sign into, to retrieve data for the conversion. You have to know the prior year tax system in order to do a conversion. (conversion for the beginning of tax season)
Upload is for Clients with PDF prior year taxes - transfer names and numbers. Helps to compare numbers.
Mamie,
Still figuring things out. Do you Agree?
