transition from proseries to proconnect

Forum|Forum|3 years ago
November 2, 2022
2 replies
7 views

Has anyone transitioned from proseries to proconnect? My few clients have either died or relocated to the point proconnect will be more cost effective. Will my files transfer over or do I have to re enter historical data ? Thanks

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

https://proconnect.intuit.com/support/en-us/help-article/convert-files/convert-tax-return-data-proconnect-tax/L1oakoxzO_US_en_US?uid=la0c2vkn

Be sure you demo ProConnect before switching, its very different than ProSeries

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

Summer2021

Level 4

May I know your experience from switching from ProSeries to Pro-Connect?

I am thinking of switching to Pro-Connect Essentials package which is a lot less expensive than ProSeries.

George4Tacks

Level 15

Try the program by logging on here. https://accounts.intuit.com/app/sign-in?app_group=ProConnectTaxOnline&asset_alias=Intuit.apd.ito&single_sign_on=false&appfabric=true&redirect_uri=https%3A%2F%2Fito.intuit.com%2Fapp%2Fprotax%2Fsign-in

You can do everything EXCEPT print and efile and there is no fee. Try a simple sample return input in 2022 to get used to it. You can Check Return and look at the forms.

The conversion should be fairly seamless, but be sure to check the 2022 before you proforma it to 2023. Most conversions with any product are not perfect.

Answers are easy. Questions are hard!

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