Migrate CRM data to TaxDome
Learn how to export data from your existing CRM and seamlessly import it into TaxDome.
Migrate CRM data to TaxDome in 3 steps
Learn how to migrate client accounts and contacts to TaxDome in 3 steps.
Export your client list from your current software
Step-by-step guides for exporting client data from UltraTax CS, Drake, Lacerte, and other platforms.
Prepare your CSV file for import
A properly prepared CSV file helps you bring client data into TaxDome in an organized way.
Before import: explore tags, custom fields and folder templates
Setting these up beforehand will ensure that your data is structured efficiently from the start.
Import your client data to TaxDome
Use TaxDome's import tool to migrate your client accounts and contacts in bulk.
Assistance: I want you to help with client import
If you have a large client list, let our team handle the import for you.
Update account info in bulk via import
Update CRM fields, assign team members or roles, and apply tags to existing accounts in bulk.
Import a CSV file with taxpayer and spouse on one row
Learn how to bring in joint client records from other software.
Import: Troubleshooting
Learn how to troubleshoot common CSV import issues in TaxDome.
Import contacts from your email application
Transfer contacts from your email application to TaxDome.