Question
Export client Data from OCR Tax preparation softwares
Hey folks,
We use SignalsHQ, a tax preparation platform where AI agents handle the entire data preparation workflow — from analysing the previous year’s return and requesting the right documents from clients to extracting and preparing the data.
Since we use ProSeries for tax preparation, we’d like to understand how we can export or transfer the data prepared in SignalsHQ into ProSeries.
What options are available for importing this data into ProSeries?
