How do I export a client list from CCH Axcess™ to Microsoft® Excel®?

To export the client list to Microsoft® Excel®, do the following:
  1. Open Client Manager.
  2. In the Quick Search criteria, set filters to All.
  3. Click Go.
  4. Click the Home tab.
  5. Click Export Grid.
  6. Enter Filename in which you would like the information saved.
  7. Select location where you want to save the file.
  8. Enter a file name and click Save.
  9. Open the saved file with Microsoft Excel.
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