jrtax57
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 1
		
	
				
		
	
		
			
    
	
		
		
		09-02-2025
	
		
		08:53 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Looking to get a copy of client data files to migrate to another program
		
			
				
						
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			George4Tacks
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		09-02-2025
	
		
		09:28 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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https://www.thomsonreuters.com/en-us/help/ultratax-cs/conversions/convert-lacerte-to-ultratax
Answers are easy. Questions are hard!
			
		
			
	
	
			
				
		
		
			jrtax57
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 1
		
	
				
		
	
		
			
    
	
		
		
		09-02-2025
	
		
		09:37 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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From what I have researched, I am not finding a way to convert proconnect. It appears that I need customer data files like those that exist in Lacerte when you do a backup. However with proconnect being cloud based, there does not seem to be a path or way to get these files.
			Level 4
		
	
				
		
	
		
			
    
	
		
		
		09-02-2025
	
		
		10:07 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Reach out to ProConnect Support. What they'll do is create Lacerte files for you to use when converting to Ultratax.
	“The only true wisdom is in knowing you know nothing”  -Socrates