Upload Client Data.
How to Import Electronic Tax Returns
Sageworks Accounting Solutions integrate with accounting and tax software to simplify your firm's ability to provide actionable business advice to your clients.
Tax Software Integrations
- Proseries Tax®
- CCH® Prosystem fx® Tax
Accounting Software Integrations
- QuickBooks® Online
- CCH®– Prosystem fx® Engagement
- Creative Solutions
- Peachtree (Sage 50)
Client data in accounting software that doesn't integrate with Sageworks Accounting Solutions can also be uploaded from Excel