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Transferring Proconnect Clients
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KBensonVT
Level 1
12-29-2023
12:18 PM
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I have taken over preparing returns for a retired preparer. He also used ProConnect. Is there a way to transfer clients to my ProConnect account to maintain history?
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George4Tacks
Level 15
12-29-2023
01:12 PM
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Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist... OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
OR NEW!!! https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist...
I think the dreaded phone call will be the only way to do this.
Answers are easy. Questions are hard!
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