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L
lynnandrosebookk
Level 1
March 6, 2023
Question

Is there a way to transfer a client from the previous tax preparer to me? We both use ProConnect, though I am new to it.

  • March 6, 2023
  • 1 reply
  • 6 views
The client has a business and personal return.
This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
March 6, 2023

Have the other preparer request for the data files, which would be in Lacerte format, and import them for conversion that once you receive them.

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