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The actual Lacerte file?
1) Back it up to a thumb drive, or desktop then copy to a CD.
2) Highlight client, go up to "Client" tab (upper left) then down to *send via E-Mail*. Once that file is created, draft email, attach & send.
******
Personal experience, be SURE you've deleted anything in that file you wouldn't want the successor to see (like any snarky notes made 
The actual Lacerte file?
1) Back it up to a thumb drive, or desktop then copy to a CD.
2) Highlight client, go up to "Client" tab (upper left) then down to *send via E-Mail*. Once that file is created, draft email, attach & send.
******
Personal experience, be SURE you've deleted anything in that file you wouldn't want the successor to see (like any snarky notes made
