How to Import From Jetpack Workflow

Ready to get your clients off of Jetpack Workflow Software and onto TaxDome? Here, we show you how in three steps.

Covered here:

• Step 1. Export a Client List From Jetpack Workflow
• Step 2. Prepare a CSV File (We Can Help!)
• Step 3. Import the Data from the CSV File to TaxDome

Ready to get your clients off of Jetpack Workflow Software and onto TaxDome? Here, we show you how in three steps.

Covered here:

• Step 1. Export a Client List From Jetpack Workflow
• Step 2. Prepare a CSV File (We Can Help!)
• Step 3. Import the Data from the CSV File to TaxDome