# How to connect ProConnect to Filed

Before following the steps to connect your ProConnect account to Filed, please make sure you create the tax return for 2025.

{% embed url="<https://scribehow.com/embed/How_to_connect_ProConnect_to_Filed__oAxaab7rRUOA0jXNrefvbQ?removeLogo=true&as=scrollable>" %}

## Phase 1: Filed Account Setup

1. Log into Filed account and access the **Connect** tab
2. Select **Tax Software** from left panel
3. Under Tax Software > ProConnect, select **Connect**
4. Provide phone number connected to ProConnect account
5. Copy the unique Filed-generated email address (randomized and unique)

## Phase 2: ProConnect Account Configuration

1. Access ProConnect as administrator
2. Navigate to **Settings** (top right corner)
3. Select **Manage & invite users** option
4. Select **Add user**
5. Enter the following information:
   * First name: **Filed**
   * Last name: **User**
   * Email: Paste unique Filed-created email
6. Assign **Advanced tax access** role
7. Click **Edit client access**
8. Select checkbox for all clients access
9. Click **Send invite**

> **Note:** If you are unable to add an advanced user, you can add a standard all access user. However, you will need to update Filed's ProConnect user for each new client added throughout tax season.

## Phase 3: Complete Filed Verification

1. Return to Filed account
2. Select **I've sent the invitation**
3. Enter six-digit 2FA code sent to phone number
4. Select **Verify Code**
5. Complete 2FA as required (may occur multiple times)

***

Legacy URL: <https://support.filed.com/articles/9729839978-how-to-connect-proconnect-to-filed>


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