I am moving from ProSeries to ProConnect so I need to back up my older clients as a PDF. How long do I have to keep my clients files if they're no longer a client? - Intuit Accountants Community

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I am moving from ProSeries to ProConnect so I need to back up my older clients as a PDF. How long do I have to keep my clients files if they're no longer a client?

chapguy19

Level 4

‎12-19-2024 01:17 PM

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