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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.
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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- 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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