| Personal Tax |
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| Manage Your Personal Tax Clients |
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Client Track provides an amazing solution by
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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| 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
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what supporting documentation has arrived. |
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| Define Tax Return Steps |
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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 Clients' 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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| Tracking Your Questions & 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. |
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