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How to transfer clients between Lacerte accounts?

richard1
Level 1
 
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Accepted Solutions
abctax55
Level 15

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 :blush:

HumanKind... Be Both

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2 Comments 2
abctax55
Level 15

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 :blush:

HumanKind... Be Both
JackW
Level 3

How long should the email take to arrive?

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