Sageworks is now Abrigo.
Sageworks, Banker's Toolbox, and MainStreet Technologies are now Abrigo - giving you a single resource for your enterprise risk management needs. As a customer of Sageworks, you will continue to get the support you've always had, as well as access to new capabilities and expertise.

Two Ways to Import Client Data

Eliminate manual data entry by integrating tax or accounting software

Upload Electronic Tax Returns to Sageworks Solutions

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.

Watch Video ▶
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