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Level 1
December 6, 2019
Solved

Can I transfer my efin from Lacerte to Proconnect tax online?

  • December 6, 2019
  • 3 replies
  • 17 views

How do I make the transfer?

This topic has been closed for replies.
Best answer by George4Tacks

Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated. 

3 replies

AshleyatIntuit
Level 9
December 6, 2019
Your EFIN Verification documentation sent to Intuit is approved for your corresponding Customer Account Number to allow for efile.  Are both products placed under the same Customer Account number?
Level 2
December 6, 2019
yes
George4Tacks
Level 15
December 6, 2019

Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated. 

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