Your Tax Software - Organizer Migration Instructions
How to export previous year organizer data
ATX- Client File Upload InstructionsHow to find your ATX data files and compress them to a .zip
Drake - Client File Upload Instructions
Crosslink - Client File Upload Instructions
Lacerte - Client File Upload Instructions
ProSeries - Client File Upload Instructions
TaxAct - Client File Upload Instructions
TaxWise - Client File Upload Instructions
UltraTax - Client File Upload InstructionsThe following instructions are for the 2023 tax year. If you desire to import UltraTax24 data, please import the UT24Data directory.
Send Returns / Files Directly to Truss (Desktop App)
ProConnect - Client File Upload Instructions
CCH Axcess - Client File Upload Instructions
ProSystem FX - Client File Upload InstructionsHow to find your ProSystem FX data files and compress them to a .zip
TaxSlayer - Client File Upload InstructionsCreate TaxSlayer Client File