Professional Editions – Client Manager
Search for a Client
Click the Search button at the top of the screen next to Add Client and enter text. Click Next.
Add, Edit, or Delete a Client
You can add, edit, and delete client records in the Client Manager, which displays all current client information and the status of each return. See Adding, Editing, and Deleting Clients from Client Manager.
Import a Client
You can also import previous year returns from the Client Manager. See Importing Prior Year TaxAct Returns.
Print Information in Client Manager
Click the Open Client Manager Print Center button. The Print Center offers multiple printing options in one convenient place. Multiple documents can be printed in one job. The Print Center also consolidates the printing of client returns, organizers, consent forms, labels, and blank forms. (See Print Consent Forms, Invoices, and Reports)
Backing up and Protecting Client Returns
TaxAct offers several methods for you to keep your client returns safe and secure, including:
- Password protection
- Full backup and restore features
See Backing Up Client Returns and/or Preparer Information and Password-Protect Client Returns for more information.
Rebuild Client Manager Information
If you want to add back all of the clients that you deleted or removed from Client Manager, you can rebuild Client Manager. Rebuilding will only add back clients that you deleted or removed from Client Manager, it will not add back clients whose files you deleted in that process. See Rebuilding Client Manager Information for more information.