Level 15
11-11-2021
12:14 PM
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I had this happen to lots of clients that I inherited from my previous employer when he retired in 2015. Its been a hassle to manually adjust for these clients, so I understand what you mean.
I have not had it happen to any of my clients since then though. Be sure you're not transferring client files into the new year's program too early, lots of bits and pieces seem to get missed in early transfers...I know he always transferred as soon as the new product was available, I wait until as late in January as possible.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
I have not had it happen to any of my clients since then though. Be sure you're not transferring client files into the new year's program too early, lots of bits and pieces seem to get missed in early transfers...I know he always transferred as soon as the new product was available, I wait until as late in January as possible.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪