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Change software

Level 1

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 Comments 2
Level 11
Level 11

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
Level 15

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.

Slava Ukraini!