Client Manager

Make the most of your data with Client Manager

The Client Manager database keeps track of your tax returns and makes it easy to search for taxpayers, returns and details in client files. 

Index ALL your returns. Including ProFile®, Taxprep®, VisualTax® and Cantax®.

Client Manager, TaxCycle, computer monitor

The Client Manager is included in our combos. Or you can add it onto other products.

The Client Manager's simple setup indexes all your tax return files, even those from Cantax®, Taxprep®, VisualTax® and ProFile® software. This makes switching to TaxCycle even easier.

Carry forward (2011 and later) and open prior-year files in a single click, even if they aren't TaxCycle returns. Preparing prior-year returns in your old software? Save them with the rest of your files and the Client Manager will find them.   

Even when TaxCycle isn't running, the Client Manager watches your monitored folders for changes, so if you create, copy, paste or rename files outside of TaxCycle, the list stays up-to-date.

Single box. Powerful search.

Just like TaxCycle's F4 Fast Find, begin typing what you're looking for and the Client Manager narrows the search results right away. 

Search or filter on:

  • First name, last name, company, spouse, dependant
  • City, province, phone numbers, email addresses
  • Social Insurance Number (SIN), reference number
  • Form, slip descriptions and tax return types
  • Workflow items, EFILE status and invoice number
  • Preparer Number/ID

Information at your fingertips

A detailed preview of each client and return reveals contact information, filing status and related family members/businesses at a glance, without opening the return. Quickly grab a phone number, email and other contact information.

Search for a taxpayer and the spouse also appears in the results—great for spouses and dependants with different last names! Search for a business owner and find related T1, T2, T4 or T5 returns, all in one place.

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Batch carry forward, EFILE and print

Queue up batches of returns as you look through clients in the Client Manager. Quickly narrow search results with custom filters and out-of-the-box quick searches, adding clients or returns to the batch list as you go. 

Once you're done adding to the list, choose the type of batch process you want to run and the Client Manager instantly excludes any queued returns that aren't ready to go, so you always have confidence you're only printing or filing the correct returns.

Client database you can count on

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Simple setup

A simple, 3-step wizard makes it easy to configure or connect to a server. Create a private database just for you or one to share with others over a network.

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Flexible search, smart results

Our simple keyword search results will exceed your expectations. Search for a taxpayer name and see spouse also shows up—even when the last names are different!

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Index and open ProFile®, Taxprep®, VisualTax® and Cantax® returns

Switch to the Client Manager and don't ever look back. It keeps track of Taxprep®, VisualTax®, ProFile® and Cantax® returns, making them easy to find, open and carry forward.

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Choose your view: table list or client card

Enjoy familiar Excel-like lists of clients or returns for easy sorting or exporting. Or switch to the client card view to see details and relationships.

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Smarter batch carry forward, EFILE and printing

Queue up batches of returns as you look through lists of clients and returns. When you go to batch, TaxCycle narrows the list to show only those that are ready to transmit, print or carry forward.

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Understand the relationships between returns

Preparing returns for a family business? See all related people and returns. Find the business and see the related principals and slip recipients. Find a taxpayer and see related T1, T2 and T4 returns.

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Out-of-the-box quick searches

Handy quick searches to find all files ready to carry forward or that are ready to EFILE. At your fingertips in a single click.

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Powerful filters for data mining

Create and save your own custom searches and filters that meet the exact needs of your practice. Use them again and again.

Download your free trial

Which tax preparation software do you currently use?

What do you use for source document management software right now in your office?

Questions or Comments


We have pricing options for every size of practice.

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