Getting Started

Learn how to get up and running quickly with ProConnect Tax Online.


  Navigating a tax return (PDF)
  Forms Availability (PDF)
  Managing Your Teams (PDF)


Data Import

Learn how to import your data into ProConnect Tax Online.

  Import and Apply Client Source Document Data (PDF)


Data Conversion

The data conversion process is free, comprehensive and highly rated — and we'll help you through it.

  Converting Data in ProConnect Tax Online (PDF)


Electronic Filing

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

  EFIN Registration (PDF)

Need Help?

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