2017

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What Can I Export from UltraTax CS?

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Objective:

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

Environment:

  • 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.

Answer:

You can export: 

  • Contacts
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