michele
Level 7

Thanks for the input. I would have to move over 2500 clients and that is a big undertaking. I am pretty tech savvy but would not have a lot of help as my accountants and staff run the program but don’t understand the ins and outs of everything. Every state and depreciation schedules would probably drive nuts making sure they are correct and all the carry over schedules for investments and such. Sometimes I think Lacerte sees the number of clients you carry in a data base and thinks you will just go ahead and pay 20,000-30,000 a year because of the headaches it will cause to make a move. A lot to ponder but can’t sit around if that is the road I travel down as it will require a lot of work

thx

michele

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