Learn how to get up and running quickly with ProConnect Tax Online.
Navigating a tax return (PDF)
Forms Availability (PDF)
Managing Your Teams (PDF)
Learn how to import your data into ProConnect Tax Online.
Import and Apply Client Source Document Data (PDF)
The data conversion process is free, comprehensive and highly rated — and we'll help you through it.
Converting Data in ProConnect Tax Online (PDF)
Learn how to obtain and use an EFIN to electronically file returns.
EFIN Registration (PDF)
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