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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.


    The more I know the more I don’t know.
    bill16
    Level 2

    thank you I will so approach.

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