Importing/Exporting Client Data

Export Client List

Export Client Information Export Client Screen The Export Client Information screen can be accessed from the Utilities menu by selecting Export Client List. Client information may be exported as a co…

Jake Forster
Updated 4 months ago by Jake Forster

Generic ASCII File Client List

Import Generic ASCII File Client List/Drake Client List This utility may be used import client demographic data from a standard text file containing a list of the user's clients. The text file can be…

Jake Forster
Updated 4 months ago by Jake Forster

Importing/Exporting Client Data

Import from 2020 or 2019 CFS Software Several CFS software programs share a common database structure. These programs are TaxTools, Tax Corresponder, W-4 Calculator, Small Business Tools, Schedule D…

Jake Forster
Updated 4 months ago by Jake Forster

Lacerte Client List

Import 2017 Lacerte Client List Note: Importing clients from Lacerte is currently suspended due to database encryption by Lacerte. This utility may be used by owners of the Lacerte 2017 program (eith…

Jake Forster
Updated 4 months ago by Jake Forster

ProSystem Client List

Import 2018/2019 ProSystem Client List This utility may be used by owners of the ProSystem 2018/2019 program who wish to transfer the client information into the current program. The user must select…

Jake Forster
Updated 4 months ago by Jake Forster

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