Our practice is taking over clients from another AO user who has since passed away, what is the best way to migrate his data files to our AO software?

Hi RBA3136 ,

The simplest solution is to talk to your account manager about getting a data migration done. This will bring across all client information, including WIP, documents, ledgers and Tax returns.

You can manually move across some data by a combination of manual entry and export / import, but it will not be a complete data set.

Cheers.