Export your client list from the tool you are leaving, then upload it with Import CSV. FinishTax recognises those tools' column names.
How it works
Export your client list from the tool you are leaving as a CSV file, then bring it in from Clients.
Open Clients and click Import CSV. In the pop-up, Moving from another tool? shows the steps below for the tool you pick.
Choose the file. FinishTax matches the usual column names from these tools, such as Taxpayer First Name, Taxpayer Email Address and Full Name.
Check the column mapping and the preview, then click Import.
A spouse's name, email and phone are never used as the client's. City, State and ZIP columns are added to the street address. Columns FinishTax has no field for, such as Tags or Return Type, are listed under Columns not used. See Import clients from a CSV for the import itself.
TaxDome
Export Accounts and Contacts. Only the firm owner or an admin can.
TaxDome emails you a link to a ZIP file. The link lasts 24 hours.
Unzip it and upload the CSV.
Drake Tax
Open Report Manager and run a report with Return Type, Taxpayer ID, name, email, cell phone and address columns.
Export it as a CSV file and upload it.
Use Report Manager, not Client Status Manager: that one exports only the columns on screen.
Lacerte
Open the Clients list and choose Export, comma delimited.
Lacerte exports one entity type at a time. Run it once for individuals and once for each business type.
Upload each file.
ProConnect or ProSeries
ProSeries: in HomeBase, choose Export Contacts. You get a CSV.
ProConnect: only the primary admin can export the client list. It has names and addresses only, so add emails and phones afterwards.
Upload the CSV.
UltraTax CS
Run a Client Listing report and save it as an Excel file.
Open it in Excel, save it as CSV, and upload it.
Canopy
Export your clients. Canopy gives two files: CanopyClientsExport.csv and CanopyContactsExport.csv.
Upload CanopyClientsExport.csv.
The contacts file is optional: importing it too adds each contact as a client of their own.
Karbon
Export the client spreadsheet. Only a Karbon admin can.
Client groups aren't in it. Ask Karbon support if you need those.
Save it as CSV and upload it.
SmartVault
Export your clients as a CSV. Its columns follow SmartVault's own import template.
Upload it.
TaxSlayer Pro
Export your client list to Excel, then save it as CSV and upload it.
The file holds full Social Security numbers and dates of birth. Delete it once the import is done.
ATX
Mark the clients you want, then choose Export Marked Client List. You get a CSV.
Upload it.
Liscio, Financial Cents and other tools
Liscio and Financial Cents don't document a client export. Export from their client list if you can, or ask their support for a CSV.
Bring documents too
Open Documents and click Import a folder to bring in a folder of client files. Each file is matched to a client by the names in its path. This works well with:
Drake Documents: your Drake Documents folder, with a folder per client.
SmartVault: a SmartVault Drive or desktop export, with one folder per client.
TaxDome Drive: your TaxDome Drive folder, with one folder per account.
Lacerte and ProSeries: the document manager's client folders.