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Upload Client Data

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

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.

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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