Let's make this your best year yet
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 Intuit ProConnect Tax.
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.
Easy Start Checklist
1. Get set up for success.
Once you’re signed in to ProConnect, access the gear symbol at the lower left 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, 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 from just about any major software provider you previously used.
5. Use timesavers like Link, eSignature, and Pay-by-Refund.
Tap into all of the bonus features we’ve built into ProConnect expressly to save you time and hassle. The 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. Check out our Community Support.
ProConnect Community Support is a great place to get tips and insights from tax pros like you. Check it out today, and be sure to bookmark the page for future reference.
We’re here for you.
Easy Start is here to make your first year with
ProConnect Tax 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.