Learn how to get up and running quickly with ProConnect.
Navigating a Tax Return (PDF)
Forms Availability (PDF)
Managing Your Teams (PDF)
Getting started (3:56)
Learn how to import your data into ProConnect.
Import and Apply Client Source Document Data (PDF)
Import client data (4:48)
The data conversion process is free, comprehensive, and highly rated—and we'll help you through it.
Converting Data in ProConnect Tax (PDF)
Data conversion (2:16)
Learn how to obtain and use an EFIN to electronically file returns.
EFIN Registration (PDF)
Watch a webinar >
Search the Knowledgebase >
Discover more tax resources, or get started with the best online tax software for tax professionals.