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ProWeb – Conversion of Data for New Customers

If you are new to Keystone Tax Solutions ProWeb and have previously prepared tax returns in another desktop tax program, you may be able to convert some of that program’s prior year return data to pull forward into the current year returns in Keystone Tax Solutions ProWeb.

Here is a list of popular desktop tax preparation software that can be converted for Keystone Tax Solutions ProWeb.

Software packageIndividualreturns
ATX
CrossLink
Drake
OLT
ProSeries
TaxAct
TaxWise

Refer to the attached document “ProWeb Conversion Details” to see what data is converted.

Refer to the attached document “Pro Conversion Doc – ProWeb” for instructions on how to convert the data.

Updated on September 8, 2020

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