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jrtax57
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
George4Tacks
Level 15
September 2, 2025

https://www.thomsonreuters.com/en-us/help/ultratax-cs/conversions/convert-lacerte-to-ultratax

Answers are easy. Questions are hard!
J
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
Quack_ShotIntuit Community Champion
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. 

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