The download will automatically begin, and the CSV file will appear in your downloads file. You can export your contacts to a CSV file from the Contacts or Leads page by clicking the gear icon on the top right and selecting the Export Contacts option. ![]() A contact is defined as anyone you communicate with. Once you have your CSV file on your desktop, you’ll be ready to import your client list to TaxDome.ġ7hats is a contact-based system. Plus, we give you workarounds for creating CSV files from other file types, such as XML (.xml), when needed. ![]() ![]() Skip ahead to the software you’ve been using to see our step-by-step instructions on how to export your client list to a CSV file (.csv). ![]() If you’re struggling to get your clients off the software you’re currently using for your practice and onto TaxDome, we’re here to help you expedite the process. How to Export Your Client List From Your Current Software
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