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Re: How to get a client lacerte tax file from a different CPA into my client base?
bill16
Level 2
05-08-2020
10:39 AM
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Client is switching from former cpa to my firm. How do I get the electronic file from former CPA and bring it into my client database?
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Lacerte Tax
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sjrcpa
Level 15
05-08-2020
10:40 AM
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They can give you a backup or they can email from within the program.
The more I know the more I don’t know.
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bill16
Level 2
05-08-2020
10:51 AM
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thank you I will so approach.
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