Most people here would never think of transferring clients this early in the pre-season.  

We've always done it mid to late-December, and Lacerte prompted the transfer today.

They must have needed you for the Beta test.  

Try again, but pay close attention to where they are going. Check the drive location.

I agree with Bob - way to early to do this. Try just one to test out the new model.

You can turn off that 'prompt' (click on *don't show me that never, ever, no way, again*).

1) I turn it off for ALL modules to avoid that nasty issue down the road when some lowly assistant mistakenly re-proforma's ALL clients in March & overwrites all the work done during tax season.  Of course, you'd be able to restore everything from your recent, clean backup but that's still messy & time consuming.

2) I have a five digit Lacerte customer number - so I've been using the software for a while ;-).   LISTEN to those telling you it is way too early to transfer all clients.  You'll regret it.  I only transfer the handful I need to do year-end projections.  I change the client number to xx24PRJ.  Sometime in mid-to-late January I then transfer all clients with their historical client number.

Are you telling me, when Intuit says JUMP, I shouldn't ask HOW HIGH?

@BobKamman .. nope.  I wouldn't ask 'how high'.  In fact, I tend to use very different language with Intuit 😉