--- title: How to export client list from Tax Software description: In order to make the most of the CountingWorks platform you would first need to upload your client database into the portal. Below we will provide links to instruct you on how to export your client li --- [Skip to content](https://help.countingworkspro.com/how-to-export-client-list-from-tax-software#main-content) English Show submenu for translations ![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png) Open main navigation Close main navigation - English Show submenu for translations - Go to countingworkspro.com Go to countingworkspro.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.countingworkspro.com/?hsLang=en) 2. [Portal 2.0](https://help.countingworkspro.com/portal-2-0?hsLang=en) 3. [Clients](https://help.countingworkspro.com/portal-2-0?hsLang=en#clients) # How to export client list from Tax Software In order to make the most of the CountingWorks platform you would first need to upload your client database into the portal. Below we will provide links to instruct you on how to export your client list from your tax software if you are not already familiar with how to do that. [CrossLink Professional](https://www.youtube.com/watch?v=OckfRpjIhF0&t=85s) [Drake](http://kb.drakesoftware.com/Site/Browse/Export-Client-Email-Addresses-to-Excel) [e-Form RS](http://support.checkpoint.thomsonreuters.com/assets/eFormRS/help/Content/Search%20Print%20Import%20and%20Export/printing_the_client_list.htm) [Lacerte](https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-spreadsheet/00/3667) [ProSeries](https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/how-can-i-export-client-list-contact-information-into-a/00/112915) [Quickbooks (Desktop)](https://quickbooks.intuit.com/learn-support/en-us/manage-lists/import-export-csv-files/00/201366) [Quickbooks (Online)](https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-customer-data-to-excel/00/186445) [Xero](https://central.xero.com/s/article/Export-contacts-out-of-Xero) - [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#main-content) - 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