jeffmcpa2010
Level 11

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.

 


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