converting data to proconnect tax online...tm converting data to proconnect tax online new customers...
TRANSCRIPT
TM
Converting Data to ProConnect Tax OnlineNew customers switching to ProConnect Tax Online can convert their client return
data from more than a dozen tax software providers.
Click the Gear Icon in the upper right-hand corner next to your firm’s name. From the Tools
column, select Convert Data.
Get Started
Once the installation is complete, you will be prompted to log in. Enter the same username and
password you use to login to ProConnect Tax Online. Enter the installation key that you noted earlier.
Then, select the files you’d like to convert to ProConnect Tax Online.
Install the conversion wizard tool
Select files to convert
We’ll confirm that your data was successfully submitted and send you an email when the
conversion is complete.
Confirmation
Click Copy to clipboard to copy the installation key number, then click Download. Next, click on
the installation file you downloaded to begin installing the conversion wizard tool. Follow the installation prompts, then click install and finish.
Download the data conversion tool
Choose the software provider you are converting from, then click Next. Follow the on-
screen instructions for backing up your client data files.
Select a provider and back-up files
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