Manage your list of clients

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.

State Editions sold separately | System requirements

What else can you do with Client Manager?

Enhanced! Client Organizers

Now divided into five organizers with an option to print specific to each client: personal info, income, deductions, credits and estimated payments/bank.

Export your client list

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.

Create mailing labels

Quickly and easily print mailing labels that can be used to send Data Organizers and other documents to your clients.