No, you can import client data from a csv file. From the ‘My Clients’ page you can simply click on the Import button to import your client details. You must first check the ‘Download Sample’ to confirm that your excel data is in the same format as the sample shown (name & structure). The structure MUST be listed as one of the following: Sole Trader Partnership Ltd Company Limited Partnership Limited Liability Partnership Other You can then simply click on ‘Browse files’ and select the relevant file for importing.