List format, uploading issues

"How do I send you my list?"

Glad you asked! We offer a place on our website to upload your client list directly so that we can send it to our printing partner.

"What format does the client list need to be in?"

There is a “sample format” on our website in the section where you upload your list.

It needs to be in an Excel Spreadsheet format (.xls) or in a Comma Separated Values format (.csv) with one row per client/prospect record.

"How do I generate my client list from my tax software?"

We recommend calling the support line of your particular tax software vendor and asking them how you can “Export your client list” into Excel or CSV.