This article will allow you to create engagements and clients in bulk for the tax year you are importing for.
- Click File> Import Data from the connected desktop program.
- Select the year that you want to import for and make sure your SmartVault account is highlighted
- Click Next. Lacerte will have you select the client types you want to import. ProSeries users will not see this window; skip to Step 5.
- Click Select All to import all clients. If you only want to select some, hold ctrl and click each client to import.
- Click Finish.
- Click Import All to confirm the import.
- Click Exit when finished