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ProConnect Tax Online data conversion

Competitors and forms we convert

The updated data conversion process is now more guided to help prevent the creation of duplicate clients. Now, when a data conversion process is started, the system will show clients who currently do not have an EIN or SSN. There will be an opportunity to fill this out to ensure new clients being converted do not have the same EIN or SSN.

 

For more information see ProConnect Tax Online Conversion Information and Merge duplicates after converting data.

Competitor 1040 1041 1065 1120 1120S Converted Items
ATX  


View
CrossLink
        View
Drake  


View
Lacerte



View
ProSeries
 


View
ProSystem fx


View
TaxAct
        View
TaxSlayer
        View
TaxWise
 


View
TurboTax
 

View
UltraTax CS  

View
Competitor
1040
1065
1120
1120S
1041
Converted
ATX CrossLink Drake ProSeries ProSystem fx TaxAct TaxSlayer TaxWise UltraTax CS
     
       
     
               
View View View View View View View View View

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