Question
Convert data from UltraTax to Proconnect
I am in the process of transitioning from UltraTax to ProConnect and would greatly appreciate any guidance or tips from those who have done this before. Here are some specific questions I have:
- Initial Steps: What are the first steps I should take before staring the conversion process?
- Data Export: How do I export data from UltraTax in format that ProConnect can import? Are there specific setting or options in UltraTax that need to be adjusted for the export?
- Data Import: What is the process for inpoerting UltraTax data into ProConnect?
Thank you in advance for your help!
