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Level 2
September 2, 2025
Question

I am looking to change tax programs from Intuit ProConnect to UltraTax CS

  • September 2, 2025
  • 1 reply
  • 9 views

Looking to get a copy of client data files to migrate to another program

1 reply

George4Tacks
Level 15
September 2, 2025
jrtax57Author
Level 2
September 2, 2025

From what I have researched, I am not finding a way to convert proconnect. It appears that I need customer data files like those that exist in Lacerte when you do a backup.  However with proconnect being cloud based, there does not seem to be a path or way to get these files.

Quack_Shot
Intuit Community Champion
September 2, 2025

Reach out to ProConnect Support. What they'll do is create Lacerte files for you to use when converting to Ultratax. 

“The only true wisdom is in knowing you know nothing” -Socrates