I am looking to change tax programs from Intuit ProConnect to UltraTax CS

[jrtax57]

Looking to get a copy of client data files to migrate to another program

[George4Tacks]

https://www.thomsonreuters.com/en-us/help/ultratax-cs/conversions/convert-lacerte-to-ultratax

[jrtax57]

From what I have researched, I am not finding a way to convert proconnect. It appears that I need customer data files like those that exist in Lacerte when you do a backup.  However with proconnect being cloud based, there does not seem to be a path or way to get these files.

[Quack_Shot]

Reach out to ProConnect Support. What they'll do is create Lacerte files for you to use when converting to Ultratax.