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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 Client Track seamlessly imports the information from Profile T1 & T2 with a click of a button. All you need to do is tell Client Track where your Profile files are located and Client Track will give you a list of your clients entered in Profile and allow you to indicate which files to import. Client Track automatically manages your clients by updating the clients you already have entered and adding any new clients entered into Profile. ............................................................................................................................................................................................ Profile T1 I Profile T2 ............................................................................................................................................................................................ Exporting your Clients from Profile T1 into Client Track. Step 1 Fig.1. File Menu From menu, go to File > Import Data (Fig.1). Step 2 Fig.2. Specify Profile File(s) 1. Click Browse and select Profile T1 file from your computer (Fig.2). 2. Click Next. Step 3 Fig.3. Import File(s) 1. Select the Profile T1 file(s) you want to import into Client Track (Fig.3). 2. Click Next. Step 4 Fig.4. Duplicate Entries 1. Check off Duplicate for duplicate personal tax client entries and then select Match by SIN numbers and Update client information. (Fig.4). 2. Click Finish. Step 5 Fig.5. Import Confirmation Click Ok (Fig.5). Exporting your Clients from Profile T2 into Client Track. Step 1 Fig.1. File Menu From menu, go to File > Import Data (Fig.1). Step 2 Fig.2. Specify Profile File(s) 1. Click Browse and select Profile T2 file from your computer (Fig.2). 2. Click Next. Step 3 Fig.3. Import File(s) 1. Select the Profile T2 file(s) you want to import into Client Track (Fig.3). 2. Click Next. Step 4 Fig.4. Duplicate Entries 1. Check off Duplicate for duplicate personal tax client entries and then select Match by Business numbers and Update client information. (Fig.4). 2. Click Finish. Step 5 Fig.5. Import Confirmation Click Ok (Fig.5).

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