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• Act! • Maximizer • Simply Accounting • QuickBooks • Profile T1 & T2 • CANTAX T1 & T2 • Microsoft Excel • DrTax T1 & T2 • Microsoft Outlook • Visual Tax • Tax Prep T1 & T2 • Text/CSV file • Transfer Business Clients   to Personal Tax Section Before importing clients into Client Track, you must export your clients' information first from selected software on left side and follow the instructions below. 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 1) Open up Client Track 6.0 on your computer. 2) In menu, go to File > Import Data > Import Personal Tax Clients from T1 Tax     Programs > Import from Profile T1 Files Step 2 1) Click Browse and select Profile T1 file from your computer. 2) Click Next. Step 3 1) Select the profile client T1 file you want to import into Client Track. 2) Click Next. Step 4 1) Check off Duplicate for duplicate personal tax client entries and then select     Match by SIN numbers and Update client information. 2) Click Next. Step 6 1) Check off Duplicate for duplicate personal tax client entries and then select     Match by SIN numbers and Update client information. 2) Click Next. Step 7 Click Ok to complete importing data from Profile T1. Exporting Your Clients From Profile T2 into Client Track Step 1 1) Open up Client Track 6 on your computer. 2) In menu, go to File > Import Data > Import Business Clients from T2 Tax Programs >     Import from Profile T2 Files Step 2 1) Click Browse and select Profile T2 file from your computer. 2) Click Next. Step 3 1) Select the Profile T2 file(s) you want to import into Client Track. 2) Click Next. Step 4 1) Check off Duplicate for duplicate personal tax client entries and then select     Match by Business numbers and Update client information. 2) Click Finish. Step 5 Click Ok to complete importing data from Profile T2.

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