Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Transferring Proconnect Clients
Transferring Proconnect Clients
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
KBensonVT
Level 1
12-29-2023
12:18 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
1 Comment 1
George4Tacks
Level 15
12-29-2023
01:12 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
Here's wishing you many Happy Returns
Related Topics
