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About the ProFile Review sync process

SOLVEDby IntuitIntuit ProFile TaxUpdated July 13, 2022

Note: the ProFile Review service is being discontinued on November 5, 2019. It is being replaced with a new backup option within the existing ProFile Hub service.

Click here to learn more.

How do I enable sync on ProFile desktop?

1. Open ProFile.

2. Select the "Online Settings" option from the "Online" drop-down menu in the top toolbar.

The "Online Settings" window displays:

3. Sign in using your ProFile Review information. If you do not yet have an account, click the "Sign In" link and select the "Create an account" option in the next window.

4. Select the "Enable Online Backup" option in the "Online Backup" section.

5. Select the "Enable Cloud Bridge" option in the "Cloud Bridge" section.

6. Click the "OK" button.

How do I open a file to sync with ProFile Review?

1. Open the file from the current tax year in ProFile.

2. Select the "Save" option from the "File" drop-down menu in the top toolbar.

The "Save" window displays.

3. Select the "Upload a copy of this file to ProFile Review" checkbox:

User-added image

4. Click the "OK" button.

Do I have to sign in to my Online Account in ProFile to sync with ProFile Review?

No. Once you complete the initial synchronization with ProFile Review, every time you save a file it automatically syncs with ProFile Review.

How do I sync my data while within ProFile Review?

As with ProFile Desktop, syncing occurs automatically. Every time you save changes made to the return that you are reviewing, you are syncing your data with ProFile Desktop.

How do I know that the returns I reviewed in ProFile Review have synced with ProFile Desktop?

When you open ProFile, a pop-up window will appear telling you that changes were made to the return using ProFile Review. You can review these changes in ProFile?s Auditor Tool using a new tab called ?Online Change?. Every review mark and memo change that was made in ProFile Review will appear in the ?Online Change? tab in the Auditor Tool.

Note: You cannot save a return that has been reviewed using ProFile Review until all of the online changes noted in the Auditor Tool are accepted or declined.

Can I edit a client's tax information from online with ProFile Review?

You cannot edit a client?s tax information. You may add or edit review marks and memos, and create PDFs of returns.

Why don't returns that I've uploaded show up in ProFile Review immediately?

The Client List is cached (temporarily stored on your computer) to make navigation faster. It should refresh within about 10 minutes. Alternatively, you can sign out and back in again, or refresh your browser.

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