UKI Compliance Ideas Portal

Specify folder for multiple client import

I have used Taxfiler for many years but Iris bought them and have now moved the goalposts to say that we must move over to Iris now as Taxfiler will not renew so I've decided to move over to Sage instead as everything else I have is on Sage already

  • Matthew Stenson
  • Mar 8 2024
  • We're Taking A Look At This
Personal Tax (Cloud)
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  • Matthew Stenson commented
    11 Mar 11:45

    HI Steven, Sage for Accountants

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  • Admin
    Steven Cartlidge commented
    11 Mar 10:43

    Can we clarify where you're looking to import to, is this importing standing client data (names and addresses etc) into Partner Edition, or to Sage for Accountants please?

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