Can I use a client file that originates from another firm? The CPA is retiring and I have picked up a couple of his clients with lots of ProSeries history.

[IntuitKatieB · Accepted solution]

You can open the previous preparer's files in your program. You would simply need to add them to the directory and perform database maintenance, or use Client File Maintenance > Restore to have the program add the files to the directory automatically. Do be sure that none of the returns are password protected.