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Success at every step

We're here to make your first year amazing.

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Your path to a streamlined experience starts with four key features

Data conversion

Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.

Import data

New customer support

Get expert help from ProConnect Tax specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you.

Contact support

Free training portal

Access learning modules and view suggested content that’s relevant to you right within ProConnect Tax. You can also join free live or recorded webinars to help you make the most out of your software and stay up to date on tax law changes.

Go to training

Success guide

Get the exact instructions you need, when you need them. You will receive personalized, step-by-step emails and a webpage checklist to speed you through installation, data conversion, EFIN verification, and more.

Easy Start

Easy Start is here to make your first year amazing

Call 855-336-8932 to explore options.