Client Manager

Client database

The Client Manager database helps you organize your tax practice by managing the workload for all your clients and keeping tracking of the little details for each one.

Search and filter. Batch print, EFILE and carry forward. Customize reports and export them to Microsoft Excel®.

The Client Manager is included with every TaxCycle purchase.

Switch to TaxCycle today

Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. Seamlessly carry forward returns from DT Max®, Cantax®, Taxprep®, VisualTax and ProFile® software.


Speedy, simple
setup

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

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Fast searching

Search by name, phone number, client number, form, return type and more. The Client Manager starts searching with the first keystroke and narrows the results as you type.

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Powerful filters for data mining

Filter on almost anything in the return: return status, filing status, birthdate, marital status, billing and more. Set them up once and save them to use again and again.

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Out-of-the-box
quick searches

Built-in Client Manager Quick Searches help you find files for common tasks. Create your own and associate them with a column layout to produce the same report over and over again, in a single click.

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Learn how it works

Flexible Microsoft Excel® export

Create an Excel® spreadsheet from the active view, and send it via email in a single click. For something different, choose a more detailed export based on the visible data, a contact information export, or a full export of the database.

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Customizable
reports

Choose which columns show and set the order in which they appear. Then, save that layout to use it again. Associate it with a Quick Search to see results in the same way every time and use those same column in the Excel® export.

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Batch carryforward, EFILE and printing

Carry forward all your files at once. EFILE multiple years for multiple clients at the same time. Print forms, sets and labels. Recalculate returns to see new review messages

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Detailed preview

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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Keep track of
your old returns

The Client Manager keeps track of your old Taxprep®, VisualTax®, ProFile® and Cantax® returns, making them easy to find, open and carry forward.

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