Xero HQ | Import "Practice Clients"
I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.
5
votes
Tatsiana Bender
shared this idea
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Tatsiana Bender
commented
I am not converting accounting clients from another system. I was thinking to utilize Xero Ask as a client portal for 1040 tax prep at year end.
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AdminDana A
(Admin, Xero)
commented
Hello Tatsiana, keen to get a better understanding of your idea here. Would you think this article about Convert to Xero from another accounting system(https://central.xero.com/s/article/Convert-to-Xero) can help you achieve what you're after here?
Looking forward to hearing back from you.