Importing clients to Onvio Tax from Software Assistant

Ensure you have the export file (*.zip) from Software Assistant ready

Select and then Onvio Tax.
Select Import and a window will pop-up. Select Next.
Select Browse for file or drag the export file into the window.
Select Done.
A notification will be received with the link to view all clients once the client profiles are imported.

NOTE: Tax Return, Documents, Ledger are currently not yet supported

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