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Client Data
Import client information including contact details
Formats: CSV, XLSX
Tax Documents
Bulk upload W-2s, 1099s, and other tax forms
Formats: PDF, CSV
Preparer Info
Import preparer profiles and credentials
Formats: CSV, XLSX
Historical Returns
Import prior year return data
Formats: CSV, XML
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clients_q1_2024.csv
245 records • Jan 15, 2024
w2_forms_batch.xlsx
128 records • Jan 14, 2024
1099_contractors.csv
56 records • Jan 14, 2024
preparer_data.xlsx
12 records • Jan 12, 2024
client_contacts.csv
380 records • Jan 10, 2024