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We Have What You Need
Client Track combines all of the office management
tools into one easy-to-use package for Accounting
Professionals to help them run and grow
their practice.
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Personal Tax
Manage Your Personal Tax Clients
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.
Personal Clients Screenshot
Recording What You Need and What Has Arrived
Our easy-to-use interface allows you to record what information you need from your clients and
what supporting documentation has arrived.
Recording Information Screenshot
Define Tax Return Steps
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.
Define Process Steps Screenshot
Tracking Your Clients' Tax Returns
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.
Tracking Tax Returns Screenshot
Tracking Your Questions & Missing Documents
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.
Missing Documents & Questions Screenshot
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