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I'm getting a pop-up screen in 2023 Lacerte when I try to transfer clients to 2024. The pop up says "...the feature will be available when the Proforma/Organize...
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Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
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Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
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