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Small Business Edition |
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Overview |
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Small Business Edition is the perfect solution for Accounting Professionals to take control of their business and
T1 clients in one comprehensive package. |
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Client Track's Small Business Edition ensures your clients that they
will never miss a deadline ever again. Client's Track Tasks (Fig.1)
allows you to view and organize all of your client's tasks. Client Track makes it easy to quickly schedule one-time or recurring tasks,
save their profiles and apply them to as many of your clients as needed. |
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Client Track's calendar views allows you to view and organize the workload at a glance for all of your staff.
Whether you handle remittances on your client's behalf or simply notifying them of upcoming deadlines, Tasks tab will become an invaluable asset in your office. |
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Fig.1. Tasks Menu |
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Sidebar Menu |
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• Business Clients
• Personal Clients
• Tasks
• Appointments |
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Features |
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• Personal Tax Edition tools
• Powerful search and query feature, so you can see what is due at any point in time
and look for the tasks you are interested in.
• Easily allocate tasks to your staff and have them view it instantly.
• Flag priority items and problems, so that everyone can see the status of different
tasks at a glance
• View your office's workload quickly
• Add columns of critical information to your tasks list to view at a glance |
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Version |
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30-DAY FREE TRIAL |
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BUY LICENSE(S) |
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Client Track 5.0.500 |
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