What Happens to Your ProConnect Tax Account When You Die
Quick Facts
Priority
Critical — client tax data and obligations
Difficulty
Very Hard
Key Info
Professional tax preparation tool with client data
Step-by-Step Guide
Identify upcoming client deadlines
Check for any client returns with upcoming filing deadlines. Missing client deadlines creates legal liability for the estate.
Estimated time: 30 min
Arrange for another CPA to take over
Contact a CPA firm that can take over the client base immediately. Client records need to be transferred with proper authorization.
Estimated time: 30 min
Notify all clients
Send notifications to all clients about the situation and introduce the successor CPA. Clients need to sign new engagement letters.
Estimated time: 20 min
Export all client data
Export all client returns and tax data from ProConnect. This data must be transferred to the successor CPA and retained per IRS requirements.
Estimated time: 30 min
Contact ProConnect support
Work with Intuit ProConnect support on transferring the account or data to the successor CPA firm.
Document Now Checklist
- ProConnect Tax account email
- CPA firm name and PTIN
- Number of active clients
- Upcoming filing deadlines
- Successor CPA firm contact
- Client list with contact information
- Executor note: clients have filing deadlines — another CPA must take over immediately
Last verified: June 2026. Platform policies may change. Verify current procedures directly with ProConnect Tax. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Domain Names (GoDaddy, Namecheap, Cloudflare)
Domains expire on a specific date. If not renewed, they become publicly available and can be registered by anyone.
Shopify
If you have an active Shopify store, orders may continue coming in. Your executor needs access immediately to fulfill or refund.
GitHub
Transfer important private repositories to a trusted collaborator or organisation. Go to Repo Settings → Transfer.
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