Easy Start is designed to help you get up-and-running fast, with complete confidence. Follow the
six steps in the checklist below to be set up for success with ProConnect Tax Online.
Need help along the way? Connect with your dedicated customer success team
at 800-200-7599 or on the chat feature inside your software. We’re here for you.
1. Get set up for success.
Once you’re signed in to ProConnect Tax Online, access the gear symbol at the top right of your software for quick setup tools, including your Preparer Information and Firm Information profiles.
2. Provide your EFIN to be ready to e-file.
To help protect you and your clients from fraudulent activity, the IRS requires Intuit to verify your EFIN (electronic filing identification number) before you’re able to e-file through our system. Simply follow our step-by-step guide to either apply for a new EFIN or verify your existing EFIN.
Be sure to complete this step as soon as possible to avoid delays, as processing may take up to 45 days.
3. Convert data.
Skip the manual data entry with our automated data conversion wizard that lets you swiftly convert your clients’ past return data to ProConnect Tax Online from just about any major software provider you previously used. Watch the video to see how it works.
5. Use timesavers like Link, eSignature and Pay-by-Refund.
Tap into all of the bonus features we’ve built into ProConnect Tax Online expressly to save you time and hassle. Top three features are Link, eSignature and Pay-by-Refund with identity-theft protection. Link brings a simple way to collect client data at no cost. eSignature provides a quick, convenient way to gather client signatures — and now you can get your first five eSignatures free.* Pay-by-Refund offers your clients a convenient way to pay for your services with no upfront, out-of-pocket costs, with the added benefit of ID theft protection.
6. Access our invitation-only Facebook forum.
Get tips, news and insights from your peers and product experts by becoming part of our Facebook group. The group is exclusively for the ProConnect Tax Online family, so you can share best practices, discuss key topics and even give feedback directly to our team. Join the conversation. It’s a great place to connect.
Easy Start is here to make your first year with
ProConnect Tax Online your best year yet.
If you have questions or need help with
anything at all, just reach out to your dedicated
customer success team at 800-200-7599.