Convert clients from other tax preparation software to TaxWorks.

For new and current customers of TaxWorks professional tax software, we offer FREE client data conversions from many common tax programs. Our conversion guides provide the necessary steps to convert your data to TaxWorks. You must have Adobe Reader® to view our conversion instruction documents. We currently offer conversions for the following programs: ATX, Creative Solutions, Crosslink, Drake, Intellitax, Lacerte, Manual, Orrtax, ProSeries, ProsystemsFX, TaxSlayer and Taxwise.

Release dates for each specific product may vary. Please refer to the programs listed to the left to determine if a current release is available. The 2010 conversion is available for most products and will require TaxWorks 2010. Download TaxWorks 2010 here.

If you need to perform the 2009 conversion, download TaxWorks 2009 here.

To watch the training video on converting clients, click here.