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

Drake

e-Form RS

Lacerte

ProSeries

Quickbooks (Desktop)

Quickbooks (Online)

Xero