If you’re struggling to get your clients off the software you’re currently using for your practice and onto TaxDome, we’re here to help you expedite the process.
Skip ahead to the software you’ve been using to see our step-by-step instructions on how to export your client list to a CSV file (.csv). Plus, we give you workarounds for creating CSV files from other file types, such as XML (.xml), when needed. Once you have your CSV file on your desktop, you’ll be ready to import your client list to TaxDome.
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CRM (Basic): Export a Client List From Your Current Software
If you’re struggling to get your clients off the software you’re currently using for your practice and onto TaxDome, we’re here to help you expedite the process.
Skip ahead to the software you’ve been using to see our step-by-step instructions on how to export your client list to a CSV file (.csv). Plus, we give you workarounds for creating CSV files from other file types, such as XML (.xml), when needed. Once you have your CSV file on your desktop, you’ll be ready to import your client list to TaxDome.
