Keep track of your client information with this flexible, easy-to-use program, which allows you to:
- Set up and maintain profiles on all your firm’s clients — not just tax clients.
- View clients using an on-screen cardex or a simple list.
- Categorize clients by type, with customized fields for each category.
- View the history of all activity performed for each client.
To Do List
Included with your Client Manager package, the To Do List allows you to:
- Assign an item to a client.
- Assign due dates and prioritize items.
- Include item descriptions.
- Send new or existing items to other users.
Search for particular client profile information, client history or clients affected by tax law changes. Take full advantage of this information by generating analytical reports, lists and mailing labels. You can:
- Build customized searches.
- Respond quickly to new or changing tax laws.
- Provide personalized service to clients.
Show clients how scheduled changes will affect them. Tax Projector produces a specialized report you can use to predict estimated tax payments, adjust withholding allowances, recommend tax credit options and review alternatives.
Engagement Plus monitors single items like due dates, as well as comprehensive engagement information, such as tax preparation tasks, staff assignments and budget hours. With Engagement Plus, you can:
- Monitor and update the progress of each engagement .
- Create model engagements to avoid repetitive data entry.
- Track budgeted and actual billing hours.
- Create customized reports.
This archival DVD tax library gives you access to all federal and state prior-year processing programs. Run prior-year programs right from the DVD, saving installation time and hard disk space.
PlanBuilder for BNA
Combine the power of ProSystem fx Tax with the BNA Income Tax™ Planner. PlanBuilder for BNA exports federal information from Tax directly into the BNA Income Tax Spreadsheet.
Become more productive in your firm. Contact us today — we’ll get you there.