Importing a CSV file with your client list is one of the quickest ways to add your clients.
First, export your client list from your existing tax, bookkeeping, or practice management software. We show you how to export clients from popular systems here.
The format of your CSV export should be ready to import into our system as is. However, if needed, we have a CSV Sample template that you can download here.
Use this article to import custom client information (Entity type, Client #, Birthday, YearEnd, Client ID, etc).
To import your client list
Click the green + Create in the top right corner of Financial Cents
Click Upload Spreadsheet
Import your client list CSV file
Map the fields
Confirm & import clients