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How do I export my client list from ATX?
Exporting Client List from ATX
- Log in to ATX with your credentials
- Mark all the returns you want to export, or click Mark All on the top left to include all clients.
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- Click Reports, then select Export Marked Client List.
- 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!
