Tax Systems Conversion Guide

Client Migration
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
Extracting Client List from Elite
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. ...
Fri, 18 Sep, 2020 at 9:31 AM
Extract Client List from Handisoft
Collecting client list from Handisoft -
Fri, 18 Sep, 2020 at 9:35 AM
Client groups bulk import (existing client)
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
Pattern for Client Import
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