Master Client List

[Jtax LLC]

Hi! I am moving my office next tax season and I need to do a mass mailing to all of my clients.  Does anyone know how to get an Excel version of all of my client's name and addresses?  

[dascpa]

Go to HomeBase.  Create a new custom Homebase. Only select columns you want (name, address, email, etc).  Then Select all and finally Export to a .csv file.  Open up Excel and create a worksheet from that file. 

Or

Select to print labels from ProSeries.  

[Jtax LLC]

My Homebase doesn't have a column for address.  Can I add that to my Homebase somehow?

[dascpa]

I already said, go to Home Base and add a new Custom Homebase.  Add/Edit Custom Views is where you start.