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• Act! • Maximizer • Simply Accounting • Quickbooks • Profile T1,T2 • CANTAX T1,T2Plus • Microsoft Excel • Dr Tax T1,T2 (DT Max) • Microsoft Outlook • Visual Tax • Tax Prep T1, T2 Before importing clients into Client Track, you must export your clients first. Choose type of software from the left sidebar menu and follow the step-by-step tutorial on how to export your clients and be ready to import into Client Track. Exporting your Clients from Microsoft Excel into text/csv file. Step 1 Fig.1. Excel File Open file that you want to export in Excel (Fig.1). Step 2 Fig.2. File Menu From menu, go to File > Save As > Excel Workbook (Fig.2). Step 3 Fig.3. Export File Type Create export file name and select CSV (.csv) from drop-down list (Fig.3). Step 4 Fig.4. Save File Click Save (Fig.4). Step 5 To import your Excel export file into Client Track, follow the instructions here.

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