Have questions?
Read the FAQ
Check Status of Conversion
Call ProSeries sales:
New Customers
800-945-2820
ProSeries Customers
800-934-1040
Frequently Asked Questions
- Who should I contact about my data conversion?
- How much does data conversion cost?
- How do I have my data converted to ProSeries?
- Why was my data shipped back unconverted? What steps should I take to resolve this?
- My converted data files are not identical to the original files I submitted. Why?
- Why were some of my files not converted?
- What kind of timeline can I expect when converting to ProSeries?
- How can I get a replacement Conversion CD?
- How do I install my converted files on to a network drive?
Who should I contact about my conversion?
If you have additional questions after reviewing this Web site, please contact us by phone at 1-800-434-6818 (follow the phone prompts for conversion questions). In most cases, we will answer your question within 24 hours.
How much does data conversion cost?
Nothing. ProSeries data conversion services from many other professional tax software products are free.
How do I have my data converted to ProSeries?
Follow the steps on the Data Conversion Overview page.
Why was my data shipped back unconverted? What steps should I take to resolve this?
Follow any return instructions that accompanied your original media. Re-submit the new backup to ProSeries for processing with a completed and signed agreement form.
My converted data files are not identical to the original files I submitted. Why?
The converted files are only designed to transfer critical Year-To-Year client data to the ProSeries Tax program.
These files are incomplete and not designed to produce a complete or accurate ProSeries Tax return.
These files are only designed to get your Year-To-Year Transfer ready.
Why were some of my files not converted?
Most often, the files were bad or corrupt, improperly backed up, missing critical data to the process, password-protected, or locked.
These files can be corrected for those issues that apply, and resubmitted.
Please re-send only those unconverted files back to ProSeries.
What kind of timeline can I expect when converting to ProSeries?
In most cases, conversion takes 10 business days from the date we receive your files.
Large quantities of data files may require additional time for conversion.
How can I get a replacement Conversion CD?
To request a new CD, please contact us by phone at 1-800-434-6818 (follow the phone prompts for conversion questions).
How do I install my converted files onto a network drive?
After running the conversion installation, access the 2008 ProSeries tax program. To install the files to the network, click File > Client File Maintenance > Restore. Be sure to set the target directory to the appropriate network drive.
