Video: Client Manager intro

Updated: 2019-01-29
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 three webinar

videos 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

Client Manager: How to find clients who haven't returned

Learn how to search the Client Manager for clients who have yet returned for this tax season. Click a timestamp below to jump to a topic:

  1. Use filters in the Client Manager to narrow search results (2:13)
  2. Save the search as a Quick Search to use again (11:02)
  3. Customize the columns that appear in the search results (16:00)
  4. Export that list to Excel (19:34)

Date of broadcast: March 6, 2019
Presented by: Andrew Little

Client Manager: How to create a report of clients who need to pay the CRA

Learn how to generate a report of your clients who need to make a payment or pay installment payments to the CRA. Click a timestamp below to jump to a topic:

  • Perform batch operations with Client Manager (2:15)
  • Batch calculate to find returns that meet a specific criteria (5:19)
  • Export that list to Excel (13:01)

Date of broadcast: March 20, 2019
Presented by: Andrew Little