ProFile has a very powerful function to do this: It starts with pressing F3 to bring up your ProFile client database. then click on filter to get the records you want. For example, de-select all tax years except 2014 and then click Apply Filters then X (in the top right corner of that window). Then your list of clients will appear (in this case all your 2014 clients). Right click anywhere in the list and Select All. Right click again and Export... Your slection of clients shows up in an Export window. Click Options in the bottom left, then Add in the top right to select which fields you want for each record. After this is done (you'll have to do these last two steps for each field you want) click format, type in a filename and folder to receive your data export (it will be a .txt file ready to import into your other software.
This is a very powerful feature of ProFile and I'm certain you will find many other uses for it.
People come to ProFile for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.