Client Management

1
Client Management

• Reports
• General client reports
• Custom Report
• Labels
• Slip Sheets
• Letters
• Group
• Tools
• Customize Colors

2
Client Management

• Accessed via
• File Menu or Button Bar

3
Client Management - Reports

• Client Reports Wizard

4
Client Management - Reports

• General Client Reports

5
Client Management - Reports

• Custom Report
• Customize your reports

6
Client Management - Labels

• Client Labels
• Print Client Info
• Gov/St Labels
• Print Gov/St Address

7
Client Management Slip Sheets

• Folders
• Envelopes

8
Client Management - Slip Sheets

• Management
• Mode
• Customize
• new slip sheets

9
Client Management - Slip Sheets

• Input Mode gt Preparer Options Screen
• Select which slip sheets will be used in the
  returns
• Slip sheets can be defaulted
• Add New or Edit from Input Screen

10
Client Management - Letters

• Customized correspondence letters

11
Client Management Group

• Client Group Wizard
• Choose a task
• New Group, Open Group or Delete Group

12
Client Management - Tools

• Show and hide columns
• Re-order columns

13
Customize Colors

• Personalize colors by user
• Settings Menu gt Colors