Hello, am in the process of buying a book of business that has about 400 tax clients. I have been alerted to an interesting fact by the seller that out of those 400 tax clients, about 70 were rejected due to identity issues. Seller of book uses Pro-Connect. Apparently, the seller tried everything back in April-July to resolve the issue but couldn't ever get any satisfaction.
If I buy the book, I will of course use my EFIN and will be using drake for the software provider for this book of business.
Anyone ever heard of such a thing?