Client Data Import Guide

Firm360 makes it easy to get your existing client data into the system. Simply format your data using our import template and send it over — our support team will handle the import for you.

For assistance, contact us at [e-mail].

Client Data Template Walkthrough:

Step 1 — Download the import template

All client data must be formatted using Firm360's official import template before it can be uploaded. Download the template and use it to structure your data correctly.

Client data import template

Step 2 — Format your data

Open the template and populate it with your client records. The template walkthrough explains each field in detail.

UltraTax and Lacerte users: Your client names and client IDs must match exactly between your tax software and Firm360 to use the Filesync tool, which saves tax returns directly into Firm360.

 

If applicable, add any additional contacts on the second tab of the client data import template.

• An additional contact is a contact that is not the primary or spouse, it is someone else in the company. For example, attorney, bookkeeper, etc.

 

Step 3 — Upload your file

Once your data is formatted, upload the file securely to the Firm360 portal. The support team will then complete the import on your behalf.

Upload instructions

Exporting from your current platform

Guides are available for the following platforms to help you export your data in a compatible format.

• UltraTax
• Practice CS
• Lacerte
• CCH Axcess™
• Drake
• QBO 
• Office tools 
• ATX

 

Don't see your platform listed? Contact [e-mail] and the team will help you get your data ready for import.

 

 

Return to: Implementation: 2.0 Client Setup

• Firm360 - Client Data Import Template.xlsx200 KB