jrtax57
Level 1
Tuesday
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Looking to get a copy of client data files to migrate to another program
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George4Tacks
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Tuesday
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https://www.thomsonreuters.com/en-us/help/ultratax-cs/conversions/convert-lacerte-to-ultratax
Answers are easy. Questions are hard!
jrtax57
Level 1
Tuesday
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From what I have researched, I am not finding a way to convert proconnect. It appears that I need customer data files like those that exist in Lacerte when you do a backup. However with proconnect being cloud based, there does not seem to be a path or way to get these files.
Level 4
Tuesday
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Reach out to ProConnect Support. What they'll do is create Lacerte files for you to use when converting to Ultratax.
“The only true wisdom is in knowing you know nothing” -Socrates