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$249.00
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V O I I D E N T E R I I N G D A T A T W I I C E
Reduce time-consuming double entry with the integration of QuickBooks financial software,
Lacerte® and ProSeries® tax software, and Microsoft Outlook software programs. Client
Manager can synchronize contact information among these programs and help eliminate redundant data entry. One central system reduces the risk of inaccurate data across multiple sources.
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O R K F A S T E R W I I T H O N E C L I C K A C C E S S
Provides one-click access to some of the tools currently being used and the client information stored, so new software can be implemented without changing job procedures. Jump instantly to
Lacerte and ProSeries tax returns or transaction detail in QuickBooks. Launch a Microsoft
Outlook e-mail or Microsoft Word letter to a client.
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View critical client information from one main screen. Quickly gain access to contact information, client history, ProSeries® and Lacerte® tax returns, recent QuickBooks transactions, linked documents, projects, appointments, and to-do's — from one screen.
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T T A C H F I I L E S T O C L I E N T R E C O R D S
Attach relevant document files such as tax returns, letters, faxes, e-mail messages, and spreadsheets to client records.
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I I E W A N D T R A C K R E C E N T C O M M U N I I C A T I I O N S H I S T O R Y
Save client interactions and review them from a single screen — including notes, e-mail messages, letters, appointments, and more.
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Create an unlimited number of custom fields to record and track information. Organize clients by groups and categories, and filter and sort client lists, to-do lists, project lists, or communications history. Store up to 10 different addresses, phone numbers, and e-mail addresses per contact.
Copyright 2005, AdvisorCPE – www.QuickBooksAdvisor.info
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Import data with the Startup Wizard so the application can be up and running in less than 30 minutes. Choose the application you want to pull data from, and the type of data, such as
Microsoft® Outlook e-mails, Lacerte® and ProSeries® tax returns, and QuickBooks financial transactions. On-screen help is available. The program also includes an intuitive design, including text links and back buttons.
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Schedule appointments and link them to specific clients to facilitate follow through. Track project information, such as files and notes. Link clients and other contact types, such as vendors, to projects for quick reference. Set pop-up alerts for to-do's and appointments so that entered engagements don't slip through the cracks. Track critical information about clients, referrals, associations, projects, and more.
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QuickBooks Client Manager enhances client service — which can drive more revenue and grow your practice.
Software sold separately. QuickBooks Client Manager will synchronize with QuickBooks Basic
2003 - 2005, QuickBooks Pro 2003 - 2005, and QuickBooks Premier 2003 - 2005, Lacerte® tax software 2003, ProSeries® tax software 2003, Microsoft Outlook 2000, 2002, Microsoft Outlook
Express 5.5 and 6.0, and Microsoft Word 97, 2000, and 2002. Apply the appropriate Client
Manager update in order to enable 2003 tax software integration, which is available free-ofcharge. Client Manager will also import data from Lacerte tax software 2002 and ProSeries tax software 2002. Other applications, such as Microsoft Access and Microsoft Excel, may be imported using a CSV (comma separated value) file format.
Client Manager is a stand-alone desktop software package that also works with QuickBooks financial software, as well as Lacerte® and ProSeries® tax software, Microsoft Outlook® and
Microsoft Outlook Express messaging software.
Client Manager can be set up easily and in less than 30 minutes the data can be imported with
Client Manager up and running. Plus, on-screen help on most pages makes it a quick and easy program to learn and use.
One screen access gives a comprehensive view of files and notes on one screen, data can be managed and tracked efficiently, respond to client questions faster, and get more detailed information at the touch of a key. The critical client data is accessible from just one screen.
Client Manager is integrated with some of the applications currently use, new programs can be utilized without changing current business operations. Client Manager synchronizes with
Microsoft Outlook software and provides one-click access to the information contained in it.
Copyright 2005, AdvisorCPE – www.QuickBooksAdvisor.info
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Client Manager will synchronize with QuickBooks Basic, QuickBooks Pro, and QuickBooks
Premier 2003 - 2005, Lacerte® tax software 2003, ProSeries® tax software 2003, Microsoft
Outlook 2000 and Outlook 2002, Microsoft Outlook Express 5.5 and Express 6.0, and Microsoft
Word 97, Word 2000, and Word 2002.
Data can be imported from all of the above and ProSeries and Lacerte tax software 2002. Other databases are acceptable, such as Microsoft Excel, Microsoft Access, or Quicken® software, require formats capable of exporting CSV (comma-separated values), or text data files.
One screen can be used to view contact information and client history almost instantly. Plus, the application provides the ability to connect to linked documents, projects, tax returns, appointments and to-do's all on a single screen.
Client Manager features intuitive designs such as text links and back buttons, similar to those found on Web sites. Questions can be answered via Client Manager’s on-screen help.
Copyright 2005, AdvisorCPE – www.QuickBooksAdvisor.info
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