Client Manager

 Simple Setup

A helpful configuration wizard streamlines the process for setting up or connecting to a server.

Create a private database on your computer, or one to share with others over a network.

 Detailed Indexing

The Client Manager automatically generates a searchable index of the tax files on your network or local drive.

It supports all return types (T1, T2, T3, T4/T5, T5013, Forms, etc.).

 Powerful Search

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.

 Flexible Filters

Filter on almost anything in the return: return status, filing status, birthdate, marital status, billing and more.

Set them up once and save them as a Quick Search to use again and again.

 Quick Searches

Built-in Quick Searches help you find files for common tasks.

Create your own and to associate with a column layout to generate the same report in a single click.

 Intelligent Preview

Preparing returns for a family business? The preview displays all returns and people related to the business, including slip recipients.

Find a taxpayer and see their related T1, T2 and T4 returns.

 Batch Operations

Reduce repetitive administrative tasks by processing multiple files at once: batch carry forward, batch transmission (EFILE), batch print/PDF, and batch calculation.

 Excel® Export

Create an Excel® spreadsheet from the active view.

Choose between a detailed export based on the visible data, a contact information export, or a complete data export.