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How can I transfer client data and return history from one ProConnect firm to another.

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Level 1

My ProConnect firm is merging with another ProConnect firm.  It would be a real time saver to be able to transfer client data and return history so we don't have to enter the information manually.

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Employee
Employee

In certain situations we are able to move tax returns from one account to another. 

This process can take some time to complete and requires some action by both firm owners. 

Please reach out to us via chat or phone in order to determine if this information is able to be moved and to begin this process.  I know things can be hectic for firms right now during the deadline day so feel free to contact us once things have hopefully calmed down a bit!

While this process is usually completed quickly, I'd allow for approximately 4 weeks (after we've received consent) in the event that volume, complexity, or unforeseen circumstances create delays.


~Intuit Tax Product Specialist


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Level 15

I don't believe you can but @kreinard  may be able to add a more definitive answer.

 


ex-AllStar
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Highlighted
Employee
Employee

In certain situations we are able to move tax returns from one account to another. 

This process can take some time to complete and requires some action by both firm owners. 

Please reach out to us via chat or phone in order to determine if this information is able to be moved and to begin this process.  I know things can be hectic for firms right now during the deadline day so feel free to contact us once things have hopefully calmed down a bit!

While this process is usually completed quickly, I'd allow for approximately 4 weeks (after we've received consent) in the event that volume, complexity, or unforeseen circumstances create delays.


~Intuit Tax Product Specialist


**Say "Thanks" by clicking the thumb icon in a post

**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post

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Level 1

Thank you, Ross.  We will  contact you before the end of the year to do the transfer.