I am a tax professional. Is there an option to import my client's business information?
82 views | Last modified 3/12/2021 12:32:16 AM EST

Applicable To
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Yes, you can import your client's business information using the Secure Bulk Upload option available in ExpressExtension. This allows you to upload your client's business information to the account securely.
 
For step-by-step instructions on how to use the secure bulk upload option, click here.
 

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