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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
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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
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Fig.1. File Menu
beight_lcorner From menu, go to File > Import Data (Fig.1).
Step 2
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Fig.2. Specify Profile File(s)
1. Click Browse and select Profile T1 file from your computer (Fig.2).
2. Click Next.
Step 3
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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
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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
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Fig.5. Import Confirmation
Click Ok (Fig.5).
Exporting your Clients from Profile T2 into Client Track.
Step 1
profile_one_screenshot
Fig.1. File Menu
beight_lcorner From menu, go to File > Import Data (Fig.1).
Step 2
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Fig.2. Specify Profile File(s)
1. Click Browse and select Profile T2 file from your computer (Fig.2).
2. Click Next.
Step 3
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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
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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
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Fig.5. Import Confirmation
Click Ok (Fig.5).
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