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Transferring Lacerte files in bulk from one accountant to another

zeavran
Level 1

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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1 Comment 1
George4Tacks
Level 15

From purchased practice use Lacerte backup to a portable device.

In your practice use Lacerte restore from the portable device

 


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