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TaxWorks Institute

Intellitax 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 ReaderĀ® 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 TaxSlayer. Release dates for each specific product may vary.

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2007 Conversion
Documentation not applicable

2006 Conversion
Documentation not applicable

2005 Conversion
Documentation not applicable

2004 Conversion
INTELLITAX Download Size ~274 KB

2003 Conversion
INTELLITAX Download Size ~602 KB