Download an Accounts Report:
Select the Accounts page in the Left-Hand Menu.
Select the download icon in the upper right-hand corner of the screen.
The report will download as a CSV file.
Information included in the downloaded report:
Firm Name
Account Name
Account Status
External ID
Entity Type
Phone Number
Address
Client Service Team
Contact Name
Contact Primary Email
Contact Status
Contact Relationship Type
Account Owner Status (Y/N)
Note: We do not pull sensitive information such as Bank Accounts, Login information, Birth Dates, SSN/EIN, or Payroll information.