Yes. ChangeGPS Tax Plan integrates with the Client Import Manager (CIM) to allow you to import an existing client group — including all entities, entity types, and relationships — directly into the Tax Plan setup. In Step 1 — Client Setup, select Import from CIM and search for the client by name. Once you select the client group, Tax Plan pre-fills all entities with the correct names and entity types, saving you from entering each one manually. This is particularly useful for complex client groups with multiple related entities. If the client is not yet in CIM, you can add entities manually in Step 1.
Can I import a client group from CIM into Tax Plan?
Explains how client groups can be imported from CIM into Tax Plan and used in setup