Experience the benefits of Client Manager when you:
- View clients using our on-screen cardex or a simple list.
- Categorize your clients by type and maintain information specific to each.
- Create up to ten customized fields for each client category to fit your firm's specific needs.
- View the history of all activity performed for each client.
Save Time and Improve Accuracy with Integrated Features
- Data entered in Client Manager automatically carries over to the tax return and vice-versa, so you enter information just once.
- Simply click on an icon in Client Manager and you're instantly reviewing a tax return in Tax Preparation.
To Do List
Organizing your tasks has never been easier. To Do List, included with your Client Manager package, helps you organize your office tasks and keep track of client-related items, personal activities, and tasks sent to you by other ProSystem fx Tax users. To Do List is easy to access and is integrated within ProSystem fx Tax Preparation, Client Manager, and Engagement Plus programs.
To Do List Allows You to...
- Assign an item to a client.
- Assign due dates and prioritize items.
- Include item descriptions.
- Send new or existing items to other users
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