Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Export Data for Selected Clients

orrockcpa1
Level 1

Selling part of my practice. I want to give the buyer only certain tax clients (Individual, S Corp, Partnership, Corp) from Lacerte 2020. What is the best method of doing this?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
abctax55
Level 15

1) Get permission from your clients to 'share' their confidential information.  And it is their choice as to whether they want to be "sold" to someone.

2) You can either back up each client's data to a flash drive; then give that to the new preparer.  Or, you can send the entire file via email.   (Client > Send via email ... follow the instructions. 

HumanKind... Be Both