Review your data in Taxfiler

Migration from Taxfiler is a one-time process. For this reason, you should check over your Taxfiler client data carefully before migration to ensure you bring through all the records you want to.

Go through your client list in Taxfiler, making sure:

• any clients you don't want to migrate as are marked as inactive.

• any clients you do want to migrate are marked as active.

Archived clients

Archived clients and prospects are not migrated by default. If you want to migrate these records, you'll need to:

• convert archived prospects to clients in Taxfiler before migrating

  You should only do this if they have become clients, as you cannot revert a client back to a prospect in Elements. Alternatively, you can add prospects into Elements manually after you've finished migrating the rest of your clients. Read our topic on adding clients or prospects when you're ready to do this.

• restore any archived clients in Taxfiler before migrating if you want to bring them into Elements

  Elements does not have the same archive functionality as Taxfiler, but you can mark clients as inactive to hide them from your main client list.

Next steps

Once you've read our topic on things to do before migration, you can proceed to Step 1 - Create your IRIS Elements trial account.