It’s completely automated, extremely accurate, and 100% guaranteed.
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Enjoy a smooth, hassle-free conversion.
New firms
10K+
onboarded
Our team of highly skilled Easy Start pros have streamlined the successful encrypted data transfer for tens of thousands of new firms, just like yours.
“I’m very pleased with your attention to detail.”
- Verified ProSeries Tax customer
Unrivaled data-conversion in 3 simple steps
1. First, back up your current data
2. Next, upload your files
3. We email you when the process is complete
Our data conversion process supports the following software and modules:
ProSeries Tax Data Conversion Wizard
Under the Import menu within Lacerte tax, select Client Data Conversion > Submit Client Data For Conversion.
- Enter your User ID and Password and click Sign In
- After signing in, follow the screen prompts to upload your data
- Please allow one business day for most converted files
Data Conversion Confirmation
After you receive confirmation email that your conversion is ready, open Lacerte and go to the Import menu.
- Select Client Data Conversion > Download Converted Client Data
- Sign in with your Intuit My Account login
- Follow the screen prompts to download your converted client data files
See how well ProSeries works for your firm.
Or call us at 844-409-1260 to speak with a ProSeries specialist.
