How do I export the client list from TaxSlayer?
In order to convert the client list from TaxSlayer you will need to send eFileCabinet Technical Support the following database file: CLIENT.DBF file located in the C:\O2RCSD1 folder. Top • How do I export the client list from TaxWise? 1- Login to Taxwise as Admin 2- Click on Reports, Reports List 3- Select Client List from the list of reports, Click Ok 4- Select Disk under Printer Options, Click OK 5- Select Comma-separated Values under Format, Click OK 6- Click OK on the next menu about Number/Date formats 7- Enter the Location and name for the file. Top • How do I export the client list from Pro-Systems FX? In order to convert the client list from ProSystems FX you will need to send eFileCabinet Technical Support the following database files: WFXDB03.DBF and WFXDB03.CDX located in the C:\wfx32\database folder. Top • How do I export the client list from Pro-Series 1- Open Pro Series 2- Click on HomeBase, Export Contacts This will export the client information in the current view if yo
