# Proficient Connect

> Mobile app for managing consumer-driven healthcare and tax-favored benefit accounts. (iPhone/iPad app by SBS Administrative Services.)

- Source: https://appshunter.io/ios/app/proficient-connect/id698647270 (this page in markdown: same URL + `.md`)
- Developer: [SBS Administrative Services](https://appshunter.io/developer/698647273)
- Category: Medical, Finance
- Price: Free
- Rating: 4.60/5 from 389 App Store ratings · 23 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 30 MB
- Languages: American English, French (France), European Spanish
- Released: 2013-09-16
- Data updated: 2026-06-10
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/proficient-connect/id698647270/reviews.md

## What is Proficient Connect?

Proficient Connect is developed by Proficient Benefit Solutions. The app provides a single access point for participants to manage their consumer driven healthcare and other tax favored benefit accounts.

Proficient Connect provides the following functionality:

• Benefit Health Account balances and details
• Recent transactions and details
• Ability to fund HSA account from checking/savings account
• View all email alerts
• Contact administrator from mobile application via email or mobile phone
• Same username/password as the online portal (no need to register your mobile device; just download, login, and go!)
• Stronger authentication support (Picture/Passphrase, device identification and challenge questions)
• View Demographic Details
• View Dependents
• View Card Details
• View Card PIN
• Fund HSA account from registered external bank accounts
• Register new users directly from mobile device

## Key features

- Manage benefit account balances and details
- View recent transactions
- Fund HSA accounts
- View email alerts
- Contact administrator
- View demographic and dependent details
- View card details and PIN

## Recent user reviews (10 of 23)

All indexed reviews: https://appshunter.io/ios/app/proficient-connect/id698647270/reviews.md

### 5/5 — Proficient Connection’s a great HSA PROGRAM

*2025-05-24*

This company has been a good one to reimburse or to pay for and manage  our employer’s IRS/SBS fund with it’s eligible services and products.

### 1/5 — Can’t upload files

*2024-03-16*

This app won’t upload files.  They nit pick every single charge. Annoying.

### 5/5 — I love this app- which says a lot for it being a practical need

*2023-12-26*

Well designed, easy to understand what to do, makes an intimidating topic easy to handle, I’m happy to use it -great app!

### 5/5 — Excellent- get things done

*2022-10-14, version 22.08.02*

So easy to use- gets these important things done and off my to do list.  Also backed by excellent customer service when needed.

### 1/5 — App is broken

*2021-12-30*

You can’t click the button to add an expense. Total trash.

### 1/5 — Frustrating

*2021-12-21*

New updates not working properly. Makes it harder to submit expenses.

### 1/5 — Poorly designed and confusing

*2020-12-28*

It has too many things lumped under the term “opportunities“ and it makes it difficult to navigate and find a specific claim that you want. Why can’t it just have a tab for claims, so you can see exactly what you need to send in receipts for? Apparently that would be too easy!

### 5/5 — Great App

*2020-03-13*

This app is a great way to keep track of my flexible spending account. It works great!

### 2/5 — Not that great

*2020-01-22*

Doesn’t confirm that you submitted a receipt. Only allows a partial pic of the image and how do you access their “store”?

### 3/5 — Big crashing problem

*2019-08-02*

This app would be brilliant if it would stop crashing. It always has problems “connecting to the server”, Touch ID totally stops working when it’s time for an update and 9/10 times it crashes when I try to take a picture of my receipt in app. Or, even more annoying, if I take a picture before hand, it give me a squarely centered screen to load my receipt. What business in the world uses square paper?? Concept is great, execution is poor.

## Frequently asked questions about Proficient Connect

### What does Proficient Connect do?

Proficient Connect serves as a central hub for users to manage their consumer-driven healthcare and other tax-favored benefit accounts. It allows for easy access to account balances, transaction history, and the ability to fund accounts like HSAs.

### What are the key features of Proficient Connect?

Key features include viewing benefit account balances and details, checking recent transactions, funding HSA accounts from external banks, viewing email alerts, contacting administrators, and managing demographic and dependent information. Users can also view card details and PINs.

### Is Proficient Connect free to use?

The application is free to download and use. However, it does contain advertisements, as indicated by its ad-supported monetization model.

### How do I log in to Proficient Connect?

You can use the same username and password that you use for the online portal. There is no need to register your mobile device separately; simply download the app, log in, and begin managing your accounts.

### What kind of accounts can I manage with Proficient Connect?

You can manage consumer-driven healthcare accounts and other tax-favored benefit accounts. This includes Health Savings Accounts (HSAs), allowing you to view balances, transactions, and fund them directly from your bank accounts.

## Version history (last 5 releases)

### 26.02.00 — 2026-02-18

• Improved clarity for claim and transaction details.
• Various bug fixes and UI improvements.

### 25.11.00 — 2025-11-19

•  Interval tracker balance is now easier to view
•  Various UI enhancements and bug fixes

### 25.08.00 — 2025-08-11

• Improved registration flow with additional security measures.
• Various UI enhancements and bug fixes

### 25.05.00 — 2025-05-05

•  Users can now open a Devenir investment account within the app
•  Plan year filtering added to the Interval Tracker for more precise control
•  Various UI enhancements and bug fixes

### 25.02.00 — 2025-02-17

•  Display of catch-up contributions added
•  Online repayment button for ineligible expenses introduced
•  Added remove dependent functionality
•  HSA notes are now visible in Account Activity
•  Various bugs fixed and UI improvements

## Apps similar to Proficient Connect

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Your Cuverd: Rx Savings](https://appshunter.io/ios/app/your-cuverd-rx-savings/id1604013782) | 5.0 (10) | Free | Medical |
| [KPPFree](https://appshunter.io/ios/app/kppfree/id1615420957) | 5.0 (1) | Free | Medical |
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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*
