Client Manager (Part 1)

TaxCycle’s Client Manager helps you organize your tax practice by managing the workload for all your clients and keeping track of the little details for each one. In this webinar, Andrew Little, Software Architect and founder of TaxCycle, will walk you through setting up the Client Manager with TaxCycle’s simple three-step setup wizard. You will also learn how to perform basic searches and configure the Client Manager to meet your practice requirements.

Andrew Little

45 minutes

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