Tax Systems Conversion Guide

Client Migration
Please see below guidelines and process. 1. Export your client list via CSV or Excel. Check this guide to learn more- Handitax/Handisoft Extracting Clie...
Fri, 19 Mar, 2021 at 8:12 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. ...
Mon, 22 Feb, 2021 at 7:12 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 (optional)
This is an optional way for migrating your client list, you can add other details that are not available via your software exported details (ie "Manage...
Mon, 1 Feb, 2021 at 11:30 AM