enfr

Video: Client Manager intro

Updated: 2017-01-16

The Client Manager is a database that keeps track of your tax return location and status. You can easily search for and manage client files (including those from your prior tax software). It includes batch filing, printing and network sharing. These two webinars will help you get started.

Client Manager Part 1: Basics

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Client Manager setup (2:57)
  • Indexing and folders (6:23)
  • Setting up an additional folder (15:17)
  • Basic searches (19:50)
  • Views and previews (22:44)
  • Opening and carrying forward files (26:36)

Date of broadcast: December 18, 2018
Presented by: Andrew Little

Client Manager Part 2: Search and Batch

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Search terms (0:49)
  • Custom filters (5:26)
  • Batch functions (18:45)

Date of broadcast: December 19, 2018
Presented by: Andrew Little

Client Manager Part 3: Layouts and Exports

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

Date of broadcast: December 20, 2018
Presented by: Andrew Little