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D
don21
Level 1
December 9, 2025
Question

data conversion

  • December 9, 2025
  • 1 reply
  • 3 views

I am taking over a client from another firm. We both use Lacerte in a RightWorks hosted environment. What steps are necessary for me to get their entire data file transferred to my account?

1 reply

sjrcpa
sjrcpa
Level 15
December 10, 2025

Unless RightWorks puts up a hurdle, other firm backs up the Lacerte client and transfers it to you securely. You restore it to your Lacerte.

Are you sure they are willing to give you their Lacerte file?

 

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