Solved: Can I transfer my efin from Lacerte to Proconnect tax online?

wtccpa · ‎12-06-2019

How do I make the transfer?

George4Tacks · ‎12-06-2019

Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated.

Here's wishing you many Happy Returns

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AshleyatIntuit · ‎12-06-2019

Your EFIN Verification documentation sent to Intuit is approved for your corresponding Customer Account Number to allow for efile. Are both products placed under the same Customer Account number?

spreedcpa · ‎12-06-2019

yes

George4Tacks · ‎12-06-2019

Log onto https://ito.intuit.com/login/#/signin and look at the gear in the upper right > Your Firm > Firm Information and see if it has migrated.

Here's wishing you many Happy Returns

Can I transfer my efin from Lacerte to Proconnect tax online?

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