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How do I export my client list from ATX?

How do I export my client list from ATX?

Exporting Client List from ATX

  1. Log in to ATX with your credentials
  2. Mark all the returns you want to export, or click Mark All on the top left to include all clients.

  1. Click Reports, then select Export Marked Client List.

  1. Browse to the desired folder for the export, then click Save. You can upload this CSV file to Soraban, or just send us through email!

Exporting Client List from ATX

  1. Log in to ATX with your credentials
  2. Mark all the returns you want to export, or click Mark All on the top left to include all clients.

  1. Click Reports, then select Export Marked Client List.

  1. Browse to the desired folder for the export, then click Save. You can upload this CSV file to Soraban, or just send us through email!

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