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How to transfer clients between Lacerte accounts?
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The actual Lacerte file?
1) Back it up to a thumb drive, or desktop then copy to a CD.
2) Highlight client, go up to "Client" tab (upper left) then down to *send via E-Mail*. Once that file is created, draft email, attach & send.
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Personal experience, be SURE you've deleted anything in that file you wouldn't want the successor to see (like any snarky notes made 
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