Moving from other Trial Balance products

It's easy to move from other Trial Balance products to Tallyfor.

Tallyfor supports the direct migration from the following products. All you need to do is import the report from those products and all the tax categorizations you did in those products will be carried to Tallyfor. 

CCH Axcess Financial Prep
CCH Engagement
QuickBooks Online "Prep for Taxes"

To activate these migration tools, please go to you Profile/Settings. You can select the product you wish to use under "Templating & Additional Integrations". 

 On your Tallyfor menu, under "Apply template" you will now see a tab for your selected product. This is where you will upload the report from your old system.

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