Ledgerly Export
Choose the clients and the year, then how you want it. The workbook is for reading. The other option produces one file per client, because every tax program imports into a single open return.
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For you & review workpapers
Export the multi-client Excel Lead Sheet workbook, or download a complete Review-Ready Workpaper Binder (.zip) combining the Excel Lead Sheet, Autofilled W-2/1099/K-1/1098/990 Workpapers, Direct Tax Software Import files (.txf/.xlsx/.iif/.csv), and Indexed Source Documents folder.
Restoring or merging a Full Firm Archive into another firm: Open Bulk Onboard → Import / Merge a Full Firm Archive (.zip) (or POST /api/onboarding/import-archive?commit=1) to import clients.csv and engagements.csv with duplicate detection. Source documents/, signed engagement-letters/, invoices-and-payments.csv, and tickets-and-messages.json are retained in the archive ZIP for offline reference.
For your tax software & direct auto-populate
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Optionally attach a blank Drake <client>TB.xlsx template to fill in-place without touching locked cells or macros, download the complete Auto-Populate Bundle (Drake Balanced TB, Tax-Line Mapped Workbook with Prior-Year Variance Check, ProSeries QuickBooks .IIF, W-2/8949/1099/K-1/4562/Schedule E/Schedule C CSVs, and Ledgerly-Tax-Bridge.ps1), or simulate the screen-by-screen injection before importing.
Firm Tax-Line Mapping Memory (0 custom account rules)
Teach Ledgerly a custom account title or category mapping once — every future Drake TB fill, Lacerte/UltraTax/CCH Tax-Line Workbook, and QuickBooks .IIF export for your firm applies it automatically.