Download for FREE

What Can I Export from UltraTax CS?

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.


  • Get my data out of UltraTax CS
  • Migrate my data from UltraTax CS to Clio


  • Ultra Tax 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.


You can export: 

  • Contacts
Was this article helpful?