CFS - Importing in an UltraTax Client

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#1
Wiles  
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5058
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21-Apr-2014 9:42am
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CA
I know CFS will import in a client file directly from Lacerte, ProSeries & ProSystem. But I don't see that it imports from UltraTax. I called CFS and they said that this is not possible because of blah, blah, techno-speak, blah. The CFS rep did say that you can export from UltraTax to Excel, then convert to CSV, then import the CSV into CFS. Has anybody ever tried this? Is this a reasonable work-around or is it just easier to type the client info into CFS?
 

#2
Frankly  
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2455
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21-Apr-2014 9:08am
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California
If it was easy and accurate to do the suggested work-around, I would think that CFS would write a quickie little batch program to do it.
 


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