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Enjoy a smooth, hassle-free conversion.

It’s completely automated, extremely accurate, and 100% guaranteed.

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:

Software	1040	1065	1120	1120S	Converted items
ATX	✓	✓	✓	✓	View
CrossLink	✓				View
Drake	✓	✓	✓	✓	View
Lacerte	✓	✓	✓	✓	View
ProSystem fx	✓	✓	✓	✓	View
TaxAct	✓				View
TaxSlayer	✓				View
TaxWise	✓	✓	✓	✓	View
UltraTax CS	✓	✓	✓	✓	View

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.

Try ProSeries for free

Or call us at 844-409-1260 to speak with a ProSeries specialist.