Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts, and more.
Success at every step
We're here to make your first year amazing.
Your path to a streamlined experience starts with four key features
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.
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.