I have been a proseries user since at least 2001, and I always transfer all of my files for ORGANIZER printing as soon as the program is released.
As for Tax Preparation files I transfer the files as the client information for preparation comes in. (That makes sure that each one is up to date as possible.)
A few I do early for tax planning purposes, but delete (or rename) and retransfer them.
Never used the link, so I don't know if you transfer and set up link, then delete and re transfer if you have to do it all over again.
Ukraine - hang in there #StandWithUkraine