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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Is there a way to transfer a client from the previous tax preparer to me? We both use ProConnect, though I am new to it.
Is there a way to transfer a client from the previous tax preparer to me? We both use ProConnect, though I am new to it.
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lynnandrosebook
Level 1
03-06-2023
04:50 PM
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The client has a business and personal return.
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itonewbie
Level 15
03-06-2023
05:45 PM
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Have the other preparer request for the data files, which would be in Lacerte format, and import them for conversion that once you receive them.
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Still an AllStar
Still an AllStar
