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.