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Manage Your Personal Tax Clients |
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Client Track provides an amazing solution by integrating with most of the major tax packages
and importing your clients' information directly into Client Track. Client Track provides you with
a complete list of all of your personal tax clients and shows you exactly who has brought in
their information and much more. |
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Import Personal Tax Clients Into Client Track From: |
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Recording What You Need and What Has Arrived |
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Our easy-to-use interface allows you to record what information you need
from your clients
and what supporting documentation has arrived. |
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Setting Up The Tax Year |
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The advantage of the personal tax section is that you can specify exactly how many
steps
it takes for your office to complete a tax return, in what order and define what they are. |
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Tracking Your Personal Tax Returns |
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As the tax season progresses, you can continually update your information from your tax
software and track exactly who is working on each step and what the status of each
return is. |
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Track Your Questions and Missing Documents |
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You can record what, if any, information is missing and what questions the
preparers might have for each client. This means that anyone in your office can look up
any questions and missing documents when talking to clients and get the revelant information
to tax preparers. |
