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QuickBooks Client Manager - Full Version (Picture for Illustration Purposes Only)

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Part Number: 279639




Product Name: QuickBooks Client Manager - Full Version. (Picture for Illustration Purposes Only).

QuickBooks Client Manager
for Windows


Increase Your Productivity
Deliver Fast Client Service
Get Up and Running Quickly and Easily
Access Project Management Tools
Strengthen Client Relationships



Increase Your Productivity


Avoid entering data twice

Reduce time-consuming double entry. Integration with QuickBooks financial software, Lacerte® and ProSeries® tax software, and Microsoft Outlook software programs can reduce the need to enter data twice. Client Manager can synchronize your contact information among these programs and help eliminate the headache of redundant data entry. One central system reduces the risk of inaccurate data across multiple sources.

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Avoid entering data twice



Work faster with one click access

Client Manager integration means you don't have to change the way you work or learn new applications. Rather, you get one-click access to some of the tools you currently use and the client information they store.

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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Deliver Fast Client Service


Organize your client information Organize your client information

View your 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 — all from one, easy-to-use screen.

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Attach files to your client records

Attach relevant document files such as tax returns, letters, faxes, e-mail messages, and spreadsheets to your client records so most everything you need is in one place.

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Attach files to your client records



View and track recent communications history View and track recent communications history

Save your client interactions and review them from a single screen — including notes, e-mail messages, letters, appointments, and more.

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Customize data fields, organize client data, and store multiple forms of contact information

Create an unlimited number of custom fields to record and track information just the way you want it. Organize your clients by groups and categories, and filter and sort your client list, to-do list, project list, or communications history. Store up to 10 different addresses, phone numbers, and e-mail addresses per contact.

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Customize data fields, organize client data, and store multiple forms of contact information



Get Up and Running Quickly and Easily


Easily set up, learn, and use

Import your data with the Startup Wizard and you can be up and running in less than 30 minutes. Simply 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 allows you to get the answers you need, when and where you have questions. Plus, intuitive design, including text links and back buttons, will help you move swiftly through the program.

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Access Project Management Tools


Stay on top of important tasks Stay on top of important tasks

Manage your client relationships:

Schedule appointments and link them to specific clients to help you follow through.

Track your project information, such as files and notes. Link clients and other contact types, such as vendors, to your projects for quick reference.

Set pop-up alerts for to-do's and appointments so engagements you enter don't slip through the cracks.

Track critical information about your clients, referrals, associations, projects, and more.

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Strengthen Client Relationships


Grow your practice

Satisfied clients can generate repeat business, not to mention new referrals that lead to new business. With QuickBooks Client Manager you'll be equipped with tools to help you deliver better, faster client service — which can drive more revenue and grow your practice.

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Note

Software sold separately. QuickBooks Client Manager will synchronize with QuickBooks Basic 2003 and 2004, QuickBooks Pro 2003 and 2004, and QuickBooks Premier 2003 and 2004, 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. To enable 2003 tax software integration, you must apply the appropriate Client Manager update, available free-of-charge. In addition to the above programs, 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.

Based on installation and import time for approximately 1,000 contacts. Individual user experience may vary.

Terms, conditions, features, pricing, and service options are subject to change.








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