Integrate data with other applications

Account balance export to GoSystem Tax RS

Account balance export to ProSeries

Convert client data from ProSystem fx engagement

Convert data from competitor programs

Create and link a new engagement to PPC's SMART Practice Aids

Export client data to Lacerte, ProSystem fx, or ProSeries for tax reporting

GoSystem Tax RS integration 2019 and earlier

GoSystem Tax RS integration 2020 and later

Import from ATB for Windows

Information kit for conversions from ProSystem FX engagements to Workpapers CS

Import employee data and earnings

Import journal entries from Fixed Assets CS

Import journal entries from Practice CS

Update employee data from a spreadsheet

Lacerte export troubleshooting

Link an existing engagement to PPC's SMART Practice Aids

Spreadsheet import mapping templates

Spreadsheet import overview

Spreadsheet import - transactions

Tax export to Lacerte

Tax export to ProSystem fx