George4Tacks
Level 15

1. How is this any different than what you were discussing here? https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/prosystem-prior-cpa-firm-...

2. What year are you attempting to convert? 

3. Maybe @IntuitBettyJo could get someone to reach out to you to assist.

This is a user forum and we typically can not offer any help for product function. 


Here's wishing you many Happy Returns