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Demo conversion for demo

📚 What This Guide Covers

This guide provides a walk-through for setting up a demo conversion in the SureFire software using the 2017 Demo.

  • Downloads - Software and conversion tool links
  • Conversion - Adding and converting prior year data
  • Access - Logging in to view converted data

📊 Step-by-Step Guide

Step 1: Download Software Demo

Download the 2017 SureFire Demo here: Sure-Fire 2017 Demo.

Step 2: Download Conversion Tool

Select the appropriate conversion software from the table below:

Software Download Link
ATXDownload File
CrosslinkDownload File
DrakeDownload File
LacerteDownload File
ProSeriesDownload File
ProSystem fxDownload File
TaxActDownload File
TaxSlayerDownload File
UltraTaxDownload File

Step 3: Run Setup and Add Files

Run the conversion tool, then click Add Files To Convert in the top right.

Step 4: Select Data Folder

If the conversion file is for the proper year, the folder will be auto-picked. Click OK.

Step 5: Convert Returns

Prior year returns will load and be selected. Click convert selected files.

Step 6: Monitor Conversion Progress

Wait for the conversion process to complete.

Step 7: Close Tool

Click close when finished.

Step 8: View Returns

Open your software and log in as ADMIN with password Demo123! to see the converted returns.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup
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