Getting started

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)

Data import

Learn how to import your data into ProConnect.

  Import and Apply Client Source Document Data (PDF)



Import client data (4:48)

Data conversion

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)

Electronic filing

Learn how to obtain and use an EFIN to electronically file returns.

  EFIN Registration (PDF)

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