We can help you with Client Migration list.

Please see below guidelines and process.

1. Export your client list via CSV or Excel with the following fields:

You can also use this pattern Pattern for for Migration (note, we import only fields which are in the pattern)

Or for

Handitax/Handisoft and Elite Extract

Extracting Client List from Elite

2. Once exported please email support@lodgeit.net.au and request an import. (we will prepare and send you the link of the secured dropbox)

Email Subject: Request for Client list Import 

ABN: (linked to the tax agent number.) 

Message (sample): 

Hi LodgeiT, 

I'm done with my list, please provide Dropbox link.

3. LodgeiT will invite you to a secure Dropbox where you can share your client list

Related Article:

Pattern for Client Import

Managing Client

Dropbox Security