Import clients from a CSV

Steps

1. On Clients, click Import CSV.
2. Save your sheet as a CSV with one client per row, then choose the file.
3. Pick a new client template, and everyone you import starts with its checklist.
4. FinishTax matches your columns, like first name, email and phone. Fix any match it got wrong.
5. Check the preview. Rows with no first name are skipped, and so are names already on your list.
6. Click Import. Every client in the file gets a profile of their own.

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