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 you want information exported that is not included in the current view. You will need to use Practice Managment to modify the view. Send the the exported file to eFileCabinet Technical Support for conversion. Top • How do I export the cl
