{"id":20,"date":"2026-09-03T13:12:30","date_gmt":"2026-09-03T12:12:30","guid":{"rendered":"http:\/\/209.250.227.145\/?page_id=20"},"modified":"2026-10-15T10:53:36","modified_gmt":"2026-10-15T09:53:36","slug":"switching-to-taxpad","status":"publish","type":"page","link":"https:\/\/gutenberg.taxpad.co.uk\/?page_id=20","title":{"rendered":"Switching to Taxpad"},"content":{"rendered":"\n
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SWITCHING TO TAXPAD<\/strong><\/h3>\n\n\n\n

Moving to Taxpad doesn\u2019t need to be complicated<\/h1>\n\n\n\n

Whether you\u2019re moving from desktop software or another cloud platform, we\u2019ll help you get started with Taxpad and make the transition as straightforward as possible.<\/p>\n<\/div>\n\n\n\n

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DATA MIGRATION<\/strong><\/h3>\n\n\n\n

Bring your client data with you<\/strong><\/h2>\n\n\n\n

Taxpad allows you to import a CSV file containing a list of clients from your existing client management software or from a spreadsheet, helping you move your client records across without entering everything again.<\/p>\n<\/div>\n\n\n\n

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How it works<\/strong><\/h3>\n\n\n\n
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Export your client data
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Export a CSV file from your existing client management software or prepare one from a spreadsheet.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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recognised column headings<\/h6>\n\n\n\n

Taxpad uses the headings in the first row of your CSV to identify the information being imported. Column names are not case-sensitive, and spaces and punctuation are ignored.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Import into Taxpad<\/strong>
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Where a column heading is recognised, Taxpad will attempt to import the data. Missing or unrecognised columns are ignored.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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