Boost profits and efficiency this tax season by using Ignition with Ultra. Import your UltraTax clients into Ignition, filter clients by return type, and send tax proposals to multiple clients in bulk using templates.

This guide details how to import a custom report format into UltraTax CS and how to use the custom report to provide an Excel file to Ignition for importing client information.

2. Set report type to Client Contact.

3. Check the box Include all contact phone numbers (export only).
​

4. Click Continue.

5. Under Focus, check boxes for 1040, 1120, 1165, 1041, Other.

1. Navigate to your Clients tab on the left-hand menu and click on Import.

2. Select or drag the UltraTax client file in the import window. Click Upload.
​

3. The importer will let you know how many clients will be imported from the file. The importer will also show if there are any errors found in the file. Once this is uploaded successfully, click on Import to begin the import.

Filter clients by UltraTax return type in the Clients tab to tailor your proposals. Use the Tags filter in the Clients tab to see a filtered list of UltraTax clients and their return type.

In the Clients tab, create proposals in bulk from a template with your engagement letter for your UltraTax clients. Learn more about creating proposals in bulk from a template.

In the Proposals tab, send proposals in bulk from the Clients tab with your engagement letter for your Practice CS tax client. Learn more about how to send proposals in bulk.