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@Leland596 wrote:

Hello and thank you in advance.

I got a request from a successor CPA who uses Lacerte if I would be willing to backup my ex-clients 2019 file onto a thumb drive and mail it to them. Reason is so they have any carryover info and they have the twenty pages of depreciation schedules. 

I don't know if the client file contains any sensitive information about my firm. I researched this and all I found was an answer stating the client file sent is the same as you see it in your system. Does that mean my EFIN, PTIN, EIN and firm info is included? 

Warner

 

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No, those are contained in your prep file. e.g. Screen 1 has the preparer as 1= you with all your name, ptin, etc. The new preparer will only see the 1, since they do not have your prep file. 

By successor, I assume you have sold your practice and you have written client permission to give their information to the new CPA.