Easily organize & update your client list with Client Manager. View names, SSNs, phone numbers, return status & more in one convenient location. Print client or preparer copies of returns. Rearrange & sort your list any way you like.
Now divided into five organizers with an option to print specific to each client: personal info, income, deductions, credits and estimated payments/bank.
Customize export queries of your client list to comma-separated values (CSV) or tab-delimited (.txt) formatted files. Integrate your TaxAct client contact data into other software reporting tools you use.
Quickly and easily print mailing labels that can be used to send Data Organizers and other documents to your clients.
Call TaxAct Professional Sales
for a free consultation.