Importing client data between certain CFS programs

Several CFS software programs share a common database structure. These programs are:

  • TaxTools
  • Tax Corresponder
  • W-4 Calculator
  • Small Business Tools
  • Schedule D Tools
  • CA 571 Preparer
  • Financial Planning Tools.

This utility may be used to transfer client information between these similar programs.

To transfer between dissimilar CFS programs, see Export Client List and Importing clients from a CSV file

  1. From the destination program, click Utilities > Import from 20yy CFS Software > [program] to select the source data.
  2. Select the drive and directory from the list that contains the .dbf file for the source year (e.g. CLIENTyy.DBF) where "yy" is the year of the program you wish to import from. When a valid file is selected the text in Import From will change from red to blue.
    The default directory will be automatically located by the program. If you want to import data from a database that is not located in the default directory then you must navigate to the proper directory by double-clicking the drive and directory lists.
  3. Click Next.
  4. Select the clients to be imported or click Select All.
    The generic Quick Access "client" cannot be imported.
    Mark Import/Replace Preparer Database and/or Import/Replace Custom labels to overwrite the current year's info with the prior year's.
  5. Click Finish.
  6. Click Yes if you want to continue the operation.

Optionally, the preparers and custom labels may be imported at the same time. This operation is a replacement of the existing database or label file. If you have already entered preparers or custom labels you will be prompted to confirm overwriting the file.

How did we do?

How do I send client data to a colleague via email?

Importing clients from CSV file into TaxTools