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taxladyerika
Level 1
January 10, 2021
Question

Change software

  • January 10, 2021
  • 2 replies
  • 6 views

I really want to change my software from Intuit ProConnect Tax Online to ProSeries.  Will I be able to transfer my clients to ProSeries from PTO?  

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2 replies

Skylane
SkylaneIntuit Community Champion
Intuit Community Champion
January 10, 2021

Probably, but that’s a question and process for tech support and the sales people. I’d get a sample of the conversion before making a decision 

If at first you don’t succeed…..find a workaround
    IRonMaN
    IRonMaN
    Level 15
    January 10, 2021

    It supposedly can be done but it takes some gymnastics to get there.  First you have to convert from online to Lacerte and then from Lacerte to ProSeries.  So it sounds like you are going to have to make that cringeworthy call to support before the dust all settles.

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