TurboTax ProConnect is a cloud-based tax preparation software specifically designed for tax professionals. It offers a range of features that simplify the tax preparation process, improve accuracy, and enhance client satisfaction. With TurboTax ProConnect, you can efficiently manage multiple clients, handle complex tax scenarios, and ensure compliance with the latest tax laws.
Sign Up: Visit the TurboTax ProConnect website and sign up for an account. Choose a pricing plan that suits your practice's needs.
Set Up Your Profile: Complete your profile by entering your practice information, adding team members, and customizing settings to match your workflow.
Import Client Data: Import existing client data from previous years or other tax software to get started quickly.
Prepare Tax Returns: Use the intuitive interface to prepare and file tax returns for your clients. Take advantage of the advanced diagnostic tools to ensure accuracy.
E-File and Track Returns: E-file returns directly from the software and track their status in real-time.
Go to the TurboTax sign-up page.
If you don't already have an Intuit account, create one by entering your email address, phone number, and creating a password.
Check your email or phone for a verification code and enter it to complete the account creation.
Use your new Intuit account credentials to log in to TurboTax.
Once logged in, you can start your tax return by following the guided prompts.
Efficiency: Streamline your tax preparation process with powerful tools and real-time collaboration features.
Accuracy: Advanced diagnostics and comprehensive form support ensure accurate and compliant returns.
Flexibility: Cloud-based access allows you to work from anywhere and collaborate with your team seamlessly.
Client Satisfaction: Enhance client satisfaction with efficient, accurate, and timely tax preparation services.