TaxWorks Conversion Documents
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: Lacerte, ProSeries, Drake, Orrtax, ATX, Taxwise, Creative Solutions, ProsystemsFX, Intellitax and Manual. Release dates for each specific product may vary.
To watch the training video on converting clients, click here.
