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?