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.
