Import your client data
Prepare and import your client data into TaxDome.
Get your CRM ready before import
Setting these up beforehand will ensure that your data is structured efficiently from the start.
Migrate CRM data to TaxDome in 3 steps
Learn how to migrate client accounts and contacts to TaxDome in 3 steps.
Export your client list from your current software
Step-by-step guides for exporting client data from UltraTax CS, Drake, Lacerte, and other platforms.
Prepare your CSV file for import
A properly prepared CSV file helps you bring client data into TaxDome in an organized way.
Import your client data to TaxDome
Use TaxDome’s import tool to migrate your client accounts and contacts in bulk.
Import a CSV file with taxpayer and spouse on one row
Learn how to bring in joint client records from other software.