I will import your client list for free even during your trial period. All you have to do is send me a CSV file or spreadsheet file containing your client’s contact data.
Client’s are stored either as individuals or businesses in Huskey Practice Manager. Here are two sample CSV files that you can take a look at when preparing your client list for import. Your file does not have to look exactly like this. It is just to show you all the available fields.
You can include a return type with each client. Here are the available return types:
1040 Schedule C
1040 Schedule E
1040 Schedule F
When you are ready to send your client list, send an email to email@example.com. I will send back a secure link for you to drop your files in.
Once I have your file it will usually be imported the same day.
As always, call me at 573-225-7188 or email with any questions.
Harley M Sherman says
Think I have my Clients Cleaned as they are going to be.
Can you send me the links to import personal and business clients?
Also, for nontax clients, we do a fair amount of other projects, is there a recommended way to bring them in?