video1.0<iframe src="https://www.loom.com/embed/89d3fc0c267942d1a947f7bf932cd933" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/89d3fc0c267942d1a947f7bf932cd933-349ea88e54652950-full.jpg514.363This Loom introduces Mass Upload in TaxGPT client intelligence to import an existing client list without manual data entry. The process exports clients from any system as CSV or XLS, then maps columns automatically with one click to start import. Review includes totals like number of entities, individual versus business split, counts of clients and contacts, and highlights issues such as invalid emails, missing or incorrect entity types, and duplicates. Records can be searched, filtered, and corrected inline before final import; if there are more than 500 entities, the team will white glove the process for you.