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Ready to get your clients off of Practice CS Software and onto TaxDome? Here, we show you how in three steps.
Covered here:
- Step 1. Export a Client List From Practice CS
- Step 2. Prepare a CSV File (We Can Help!)
- Step 3. Import the Data from the CSV File to TaxDome
Step 1. Export a Client List From Practice CS
Practice CS lets you export the data for selected client accounts and the primary contact linked to each one. It cannot export data for the additional or standalone contacts. To export your client list from Practice CS:
1. Go to File, select Export, then select the clients you would like to export from the list.
2. Select the Other checkbox under the Export Clients to section, then click the three-dots icon to select the location where you’d like the file to be saved and enter its name. Click Save.
3. Click Export Selected in the bottom-right corner.
The exported data file will be available as an XML file in the location you chose. To import the data to TaxDome, you’ll need to open the file in Excel, and then save it as CSV file. For more details, go to our article on importing.
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How to Import From Practice CS
Ready to get your clients off of Practice CS Software and onto TaxDome? Here, we show you how in three steps.
Covered here:
- Step 1. Export a Client List From Practice CS
- Step 2. Prepare a CSV File (We Can Help!)
- Step 3. Import the Data from the CSV File to TaxDome
Step 1. Export a Client List From Practice CS
Practice CS lets you export the data for selected client accounts and the primary contact linked to each one. It cannot export data for the additional or standalone contacts. To export your client list from Practice CS:
1. Go to File, select Export, then select the clients you would like to export from the list.
2. Select the Other checkbox under the Export Clients to section, then click the three-dots icon to select the location where you’d like the file to be saved and enter its name. Click Save.
3. Click Export Selected in the bottom-right corner.
The exported data file will be available as an XML file in the location you chose. To import the data to TaxDome, you’ll need to open the file in Excel, and then save it as CSV file. For more details, go to our article on importing.
