Is there a way to transfer a client from the previous tax preparer to me? We both use ProConnect, though I am new to it. - Intuit Accountants Community

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Is there a way to transfer a client from the previous tax preparer to me? We both use ProConnect, though I am new to it.

lynnandrosebookk

Level 1

‎03-06-2023 04:50 PM

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The client has a business and personal return.

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