Solved: We use Lacerte and just bought a practice that uses Lacerte. What is the best way to bring over the purchased clients?

kjm · ‎12-16-2019

abctax55 · ‎12-16-2019

Back them up, from their computer/data base and restore from that back up to YOUR computer/data base. If there are duplicate client numbers, you'll have a problem tho.

"*******Tax software is no substitute for a professional tax preparer*******
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abctax55 · ‎12-16-2019

Back them up, from their computer/data base and restore from that back up to YOUR computer/data base. If there are duplicate client numbers, you'll have a problem tho.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

We use Lacerte and just bought a practice that uses Lacerte. What is the best way to bring over the purchased clients?

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