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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Re: Transferring Lacerte files in bulk from one accountant to another
Transferring Lacerte files in bulk from one accountant to another
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zeavran
Level 1
01-09-2024
03:28 PM
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I purchased a tax practice and they use Lacerte. What is the best way to transfer their client files to my Lacerte database?
Thanks in advance!
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George4Tacks
Level 15
01-10-2024
09:48 AM
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From purchased practice use Lacerte backup to a portable device.
In your practice use Lacerte restore from the portable device
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