ScottCA
Level 1
04-09-2024
03:46 PM
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We are a former Lacerte firm and still learning Proconnect, but it there a way to link with client's online brokerage accounts to import data the way you can with Lacerte and Pro Series? The import process and accuracy is very different that the 1099 scanning recognition software, which is very limited in terms of brokerage data. We have some new/last minute clients with huge securities portfolios and are not looking forward to entering this data.