Transfer UltraTax CS client information to Practice CS

Before completing the steps in this article, you'll need to:
  1. Open Practice CS, select
    Setup
    , then
    Firm
    .
  2. Select the
    Preferences
    tab, then mark the
    Integrate this Firm with other solutions
    checkbox.
  3. Select
    Enter
    .
You can send a list of all UltraTax CS clients to Practice CS, and can then import the list into Practice CS and update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client. To send this list to Practice CS, complete the following steps.
  1. In UltraTax CS, select
    Help
    ,
    Repair
    .
  2. Select the
    Misc
    tab.
  3. Select the
    CS Practice Products
    option in the Populate CS Applications group box, then select the
    Populate
    button. This will send the UltraTax CS client information to Practice CS.
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