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wtccpa
Level 1
December 6, 2019
Solved

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

How do I make the transfer?

This topic has been closed for replies.
George4Tacks
George4TacksAnswer
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. 

Answers are easy. Questions are hard!
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3 replies

AshleyatIntuit
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?
spreedcpa
Level 2
December 6, 2019
yes
George4Tacks
George4TacksAnswer
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. 

Answers are easy. Questions are hard!
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