SBTS
Level 3

Thank you for a prompt response.  I do have access to the 2018 Lacerte software and installed it but the data is in the 2019 software.  I have close to 400 clients, entering them manually in 2018 Lacerte is possible but going to be very time consuming as I give an organizer to every client.  Are you suggesting I ask Intuit to help me with importing my 2018 tax clients to Lacerte 2018?

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