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How to get a client lacerte tax file from a different CPA into my client base?

bill16
Level 2
Client is switching from former cpa to my firm.  How do I get the electronic file from former CPA and bring it into my client database?
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2 Comments 2
sjrcpa
Level 15

They can give you a backup or they can email from within the program.


Ex-AllStar
bill16
Level 2

thank you I will so approach.

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