Managing Your Clients

In Client Manager, opened from the links on the Application Links window in Dashboard, you can manage information about your clients and client groups. When you set up client profiles, the information about each client is available in all CCH Axcess products and pre-populates whenever applicable.

Your client's information is managed in profiles containing details you enter about them. For example, in addition to the client's ID and name, a client's profile may include tax filing type, addresses, phone numbers, and classification in your firm.

Custom client types that are set up in Global Lists allow you to add client profile detail that is not limited to a specific tax product and can be used in the Tax system or for a purpose not related to tax returns.

Select views on the navigation panel to define the columns and associated data that display in the Client Manager grid. See Using Views for more information.

See the topics listed under Client Settings to the right for more information.