Girlboss
Level 1
08-03-2024
10:08 AM
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Hello, I am a current firm owner already using Lacerte. I am purchasing clients from another tax preparer and I have organized these clients into a new entity with a new EFIN. I have plenty of space with my current Lacerte subscription to absorb these clients, but I want to have the option to use my original EFIN for current clients and the new EFIN for new clients. How do I go about adding another EFIN without getting rid of the current one I have? And is this going to cost me more money?