Learn how to create engagements and clients in bulk for a specific tax year.
To import clients from Lacerte and/or ProSeries using the Import Data tool:
1. From the Connected Desktop, click File > Import data.
2. Select the year that you want to import for and make sure your SmartVault account is highlighted.
3. Click Next.
4. If using Lacerte, select the client types you want to import.
Click Select All to import all clients. If you only want to select some, press CTRL and click the clients you want to import.
Note: ProSeries users can skip this step.
5. Click Finish.
6. Click Import All to confirm the import.
7. Click Exit when finished.