Accountant-Man
Level 12

When I merged another CPA's returns into mine I had them sign a consent. The ones that didn't sign I didn't do.

ps He gave me a memory stick with the files copied onto it. Copied, not backed up works, too. I just had to change the preparer code.

Best planning in the world--a few years before the merger I convinced him to change to my software. Then the transfer was a breeze.

** I'm still a champion... of the world! Even without The Lounge.