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Moondancer
Level 1
December 29, 2022
Solved

Can I convert a ProConnect client to Lacerte Tax?

  • December 29, 2022
  • 2 replies
  • 60 views
How do I backup a ProConnect client for conversion to Lacerte?
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Best answer by George4Tacks

You need to contact support to do this. It is a trade secret that they do not seem to want to share. 

2 replies

George4Tacks
George4TacksAnswer
Level 15
December 29, 2022

You need to contact support to do this. It is a trade secret that they do not seem to want to share. 

Answers are easy. Questions are hard!
    BechtoltCPA
    Level 2
    January 23, 2023

    BEWARE:  When I called Intuit to do this, they said it takes 4-5 WEEKS to backup the data in ProConnect.  Anyone that is contemplating switching from ProConnect to Lacerte, it somehow takes this long.  Who knows what they could possibly be doing for 4-5 WEEKS!

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