KCS - What Data Can I Migrate from UltraTax CS to Clio?

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Objective:

  • Migrate from UltraTax CS
  • Export data from UltraTax CS
  • UltraTax CS migration
  • Import data from UltraTax CS
  • Get data from UltraTax CS to Clio

Environment:

  • Clio Web App
  • UltraTax CS

Additional Information:

Please note that success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Answer:

Typically, the following data can be exported from UltraTax CS and imported into Clio:

  • Contacts Listing

Related Content:

What about the information that isn't covered in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

How to export data from UltraTax CS?

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