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bill16
Level 3
May 8, 2020
Question

How to get a client lacerte tax file from a different CPA into my client base?

Client is switching from former cpa to my firm.  How do I get the electronic file from former CPA and bring it into my client database?
This topic has been closed for replies.

2 replies

sjrcpa
sjrcpa
Level 15
May 8, 2020

They can give you a backup or they can email from within the program.

The more I know the more I don’t know.
    bill16Author
    Level 3
    May 8, 2020

    thank you I will so approach.

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