Taxprolink Onboarding Schedule

To set up your Taxprolink account and conversion process


Onboarding meeting to setup your Taxprolink account

Data conversion - watch here 

 (800) 746-8901  [email protected]

Data Conversion:

Convert / Transfer: 1040 Taxpayer's basic information (Demographic information only) from DESKTOP tax software.

Data Conversion WILL NOT convert  

  • 1040 Forms, Schedules, Forms W-2, 1099, Sch. C, etc.
  • Business/corporation returns information, forms, Schedules, and worksheets
  • State tax return data

NO CONVERSION from Cloud-based and Proseries Basic tax software

Files must be sent to Taxprolink for conversion.

List of tax software can be converted to Taxprolink - view here

For more details call (800) 746-8901 or email [email protected]