After 35 years of using Intuit products (most recently EasyAcct Pro for payroll, Forms 941, and W-2 transmittals), I’m preparing for retirement. I’ve gone from about 100 payroll clients down to 8. I plan to keep those few companies since they keep me busy occasionally and pay well for the tax work.

EasyAcct Pro has become expensive, and I’d like to stop using it after this year. My plan is to:

Finish 2025 in EasyAcct Pro (prepare 4th quarter Form 941, Form 940, W-2s, and 1099s using the IRS/state portals).

For 2026, move to EasyAcct Business, if possible, transferring the existing payroll and company files.

Maintain a document management system to preserve historical tax return files and client documents.

Questions:

Can payroll and company files be transferred from EasyAcct Pro to EasyAcct Business, and will payroll functions work the same way?

If not, what lower-cost alternatives are others using for a small number of payroll clients?

Do you have any tips on preserving historical files and managing document storage in the long term?

Your input is appreciated as I decide how best to proceed into semi-retirement while still serving my few remaining clients.