Tax Systems Conversion Guide
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...
Thu, 21 Jan, 2021 at 8:33 AM
The exported files are protected and limited only to be used (importing and exporting) within the elite program and that cannot be changed by Development.
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Fri, 18 Sep, 2020 at 9:31 AM
Collecting client list from Handisoft -
Fri, 18 Sep, 2020 at 9:35 AM
Released date: 6 July 2020 Now we support bulk import for client groups for existing clients via Support channel. How it works: 1. User exports client li...
Fri, 18 Sep, 2020 at 9:36 AM
See attached template. Client Name -> should be complete name (Individual=> Last name, First name, middle name e.g. Adams, Rachel Elizabeth C...
Thu, 21 Jan, 2021 at 8:32 AM