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Transferring lacerte files
how to transfer a client file from one lacerte tax accountant user to another lacerte tax accountant user user
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I would get a written authorization from the client before doing this. The simplest methoc is to e-mail. Highlight the client - Client > Send via email > You will be prompted to password protect the file (I would do this), then either ignore or cancel to go back and add a password. You will then send an e-mail with an attachment that can be opened with the Lacerte program. For Individual 2017 it will have an extension of .TC7.
The alternate is to backup the client of a flash drive (or maybe CD) and physically transfer the media to the other preparer.
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