How to move CFS program Clients to a new computer (not a network)

You may need to move data from one computer to another. If you have a non-network version of the program, this article will outline how to transfer data from one computer to another.

  1. On the new computer, install the desired CFS program that is the same program that is on the old computer.
  2. On the old computer, open the CFS program that contains the clients that should be moved to the new computer.
  3. Back up the clients to a thumb drive by following the steps in the Backing Up section in How do I back up/restore my data?
  4. On the new computer, restore the clients by following the steps in the Restoring section in How do I back up/restore my data?

The program and clients are now on the new computer.

How did we do?

Export client list to Excel

Import last year's 1095-B/1095-C As Is

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