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changing computer holding Lacerte programs

oldtaxman
Level 1

I have used Lacerte software since 1993.   At our office, I am the only one using Lacerte software doing about 20 tax returns annually and paying with REP format.   The main office computer (peer to peer network) is being replaced.   I forget from the last time we bought a new "server" whether I had to download as many old years software and then copy the data files or if there is a way to "move / copy" the programs and files to the new hard drive.   Any suggestions  you can offer from successful prior experience is greatly appreciated.  

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2 Comments 2
George4Tacks
Level 15

The most important thing is to make a backup of all of the client files on some portable media, preferably more than one media (such as memory sticks). https://proconnect.intuit.com/community/download-products/help/installing-lacerte-on-a-new-computer-... outlines moving to a new computer. 

Expect to spend a good deal of time doing this process. 


Here's wishing you many Happy Returns
oldtaxman
Level 1

thank you

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