ProConnect Tax

With this integration connected, Filed AI Tax Prep can use the available ProConnect Tax data as part of the tax-preparation workflow. You can also use the connection in Filed Chat and Routines. When Write access is enabled, Filed can complete approved data-entry work in ProConnect Tax; review the return in ProConnect Tax before filing or finalizing the work.

Filed integrates with Intuit ProConnect as a cloud connection - no software needs to be installed on firm workstations. Filed accesses your ProConnect account through a dedicated user account added to your firm's ProConnect subscription, which allows it to sync the client roster, read existing return data for AI preparation, and write completed data entry back into returns.

What this integration does

Filed supports three capabilities with ProConnect:

• Sync client list - Filed imports your full ProConnect client roster so it can match prepared returns to the right clients.

• Read return data - Filed reads a client's current return data from ProConnect to use as a starting point for AI preparation.

• Enter return data - After AI preparation is complete, Filed writes the finished data entry into the client's ProConnect return using the dedicated Filed user credentials.

Prerequisites

• A ProConnect Tax account with administrator access.

• A current-year tax return already created in ProConnect for at least one client. ProConnect requires an active return before the Filed connection can be verified.

• The phone number associated with your ProConnect account, for 2FA verification during setup.

Connecting ProConnect to Filed

The connection is established in three phases: setting up a Filed user account in ProConnect, adding that user to your ProConnect account, and completing 2FA verification in Filed.

Phase 1 - Filed account setup:

Phase 2 - ProConnect account configuration:

Sign into ProConnect as an administrator. Navigate to Settings in the top-right corner, then Manage and invite users, then Add user. Enter the following:

• First name: Filed

• Last name: User

• Email: paste the unique email address generated by Filed in Phase 1

Assign the Advanced tax access role. Click Edit client access and select the checkbox for all clients. Click Send invite.

If the ProConnect subscription does not allow adding an Advanced tax access user, a standard all-access user works as a fallback. However, with standard access, you will need to manually update the Filed user's client access in ProConnect each time a new client is added during tax season.

Phase 3 - Verify in Filed:

Return to Filed and click "I've sent the invitation." Enter the 6-digit 2FA code sent to the phone number provided in Phase 1. Click Verify Code. 2FA may be requested more than once during initial verification - this is expected. Once verified, the ProConnect connection becomes active.

Tax prep workflow

Once the connection is active, Filed syncs the ProConnect client list so clients appear in Filed's workspace.

When you start tax preparation for a client, Filed reads the client's existing return data from ProConnect. After AI preparation is complete, Filed enters the finished data into the client's ProConnect return using the dedicated Filed user. Review the return in ProConnect and finalize before filing.

Managing client access

If the Filed user was added with Advanced tax access (all clients), no further action is needed as new clients are created in ProConnect.

If the Filed user was added with standard access, you must edit the Filed user in ProConnect each time a new client is added and explicitly grant access to that client. Navigate to Settings, Manage and invite users, find the Filed User entry, click Edit client access, and add the new client.

If the Filed user's access is revoked or the email address changes, the connection must be re-established from the Connect tab in Filed.

Troubleshooting

Invitation not received or ProConnect user setup fails

The invitation email goes to Filed's system - you will not receive it in your inbox, and no action is needed after clicking Send invite. If ProConnect returns an error when adding the user, confirm the email address was copied exactly from Filed without extra spaces or characters. If Advanced tax access is not available on your ProConnect plan, add a standard all-access user instead.

2FA verification fails or times out

The 6-digit code is sent to the phone number entered in Phase 1 and expires quickly. Request a new code from Filed and enter it promptly. 2FA may be requested more than once during initial verification - this is normal. Confirm the phone number is correct before retrying.

Filed cannot read or enter data for a specific client

This usually means the Filed user in ProConnect does not have access to that client. In ProConnect, go to Settings, Manage and invite users, find the Filed User, click Edit client access, and add the missing client. If the Filed user already has all-clients access, confirm that a current-year tax return for the client exists in ProConnect.

Connection becomes inactive after setup

ProConnect connections can become inactive if the Filed user's password or access is changed in ProConnect, or if the invitation link expired before verification was completed. Disconnect and reconnect ProConnect from the Connect tab in Filed, starting the three-phase flow again.

Frequently asked questions

Does Filed have access to my entire ProConnect account? Filed accesses ProConnect only through the dedicated Filed user account you create. Its access is limited to what you grant that user - all clients if you selected all-clients access, or only the clients you explicitly add if you used standard access.

What happens to the Filed user in ProConnect when I disconnect the integration? The Filed user remains in your ProConnect account. You can remove it manually through Settings, Manage and invite users in ProConnect if you no longer want it there.

Can I connect multiple ProConnect accounts to one Filed workspace?

Do I need to create the current-year return before connecting? Yes. ProConnect requires at least one active return to exist before the Filed connection can be verified during setup.

How does Filed handle newly added clients in ProConnect? With all-clients Advanced tax access, Filed sees new clients automatically on the next sync. With standard access, you must update the Filed user's client access in ProConnect for each new client.

What role level does the Filed user need in ProConnect? Advanced tax access is recommended because it grants access to all current and future clients without manual updates. A standard all-access user also works but requires you to update client access manually whenever a new client is added.

Capabilities

Review return and client information

Use Filed to retrieve the client and return information available through this tax-software connection. This gives preparers and reviewers a starting point without manually re-keying the same information.

Prepare approved data-entry work

When Write access is enabled, Filed can prepare and run approved data-entry work in the connected tax environment. Use this for repeatable preparation workflows, then review the return in the tax software before filing.

Keep the connection operational

Use the connection to validate access, recover from a disconnected desktop session, and keep the firm’s tax-work workflow linked to the correct environment.