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transfer all clients to 2025 tax module

Lisa CPA
Level 1

How long does it take to transfer all clients?

 

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4 Comments 4
sjrcpa
Level 15

I imagine it depends on how many clients you have and how large their data files are.


The more I know the more I don’t know.
IRonMaN
Level 15

Anywhere from 5 minutes to 5 days --------------------------- that should pretty much cover the unknown part of that question 😀


Slava Ukraini!
BobKamman
Level 15

Sorry, we already have a Lisa here.  She's probably commented on many of the threads that explain why it's a big mistake to roll over all the clients this early in tax season.  

Accountant-Man
Level 13

Set your timer. Transfer one client. Check timer. Multiply that time by the number of returns you are transferring.

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