Upload Client Data

Eliminate manual data entry by uploading client data directly into Sageworks solutions

Upload Electronic Tax Returns to Sageworks Solutions
Accounting Software Integrations
Excel Integrator
  • QuickBooks® Online
  • QuickBooks®
  • CCH®– Prosystem fx® Engagement
  • Xero
  • Creative Solutions
  • Caseware
  • Peachtree (Sage 50)

Client data in accounting software that doesn't integrate with Sageworks Accounting Solutions can also be uploaded from Excel