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.
Get the latest COVID-19 news for your firm.
ProConnect Tax data conversion
Software and forms we convert
Try ProConnect Tax free!
Full working version. Pay only when you file.