How do I export the client list from TaxWorks?
The client information in TaxWorks is saved in the TPMXX.MDB Access database file located in the C:\TWXX\TPM folder. In place of XX enter the tax year. Send the TPMXX.MDB file to eFileCabinet Technical Support for conversion. Top • How do I export the client list from ExactTax? 1- Open ExactTax 2- Click on File, Select All 3- Click on File, Create Merge File 4- Select Comma-delimited 5- Save the file Send the the exported file to eFileCabinet Technical Support for conversion. Top • How do I export the client list from ATX? 1- Open Return Manager 2- Click on the Mark All icon on the button bar 3- Click on Reports, Export Marked Client List This will create an Excel Spreadsheet. Send the the exported file to eFileCabinet Technical Support for conversion. Top • How do I export my client list from Drake? 1- Open Drake 2- Click on Tools, File Maintenance 3- Click on Export Client Data 4- Enter the desired Name and path for the file This will create a comma-delimited Excel file. Send the the
