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Pernee works off your book. Export your client list from whatever you keep it in now, drop the file in, and check what came through before anything saves. There’s no template to fill in and no column mapping. One row per client is enough.

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Guides by software

CCH Axcess

Export the grid as a CSV.

Lacerte

Export to file, comma delimited.

UltraTax CS

Run a client listing report.

SmartVault

Export to CSV from the portal.
Not on the list? Doesn’t matter. Any file with one row per client works, including a spreadsheet somebody keeps by hand.

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What Pernee pulls out

Four things per client: Entity types and the forms they map to: If a column doesn’t make sense to Pernee, it leaves it alone. It won’t guess. Anything it wasn’t sure about gets flagged so you can fix it before it saves.

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What you can send

Up to 10 files at a time, 20 MB each. A PDF of a printed client list works. So does a photo of one.

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Importing it

1

Drop the file in

Use the card in Getting started, or open Clients and choose Import clients.
2

Check what came through

Every field is editable on the review screen. Rows Pernee wasn’t sure about are flagged rather than filled in with a default, because a 1120 sitting where the sheet said 1120-S is the kind of thing nobody catches later.
3

Hit Import

Nothing saves to your book until you do.
Just trying it on one return? Adding a single client by hand is quicker. Import the rest whenever.