Professional Plus Add-ons
ProSeries Professional
Improving Client Service
This section covers the new features for ProSeries 2007 designed to help you add value to your services. The features covered here include:
- The Client Checklist, which allows you to gather needed information from your clients up front in a concise and easy to use format.
- The Client Presentation, which provides your clients easy to understand charts and graphs analyzing their tax situation year over year.
- The Client Advisor, which is part of the Client Checklist. This tool provides helpful tips to maximize their tax in future years.