Client Snapshot
ProSeries Professional
You can access this snapshot of any client from HomeBase or within any client file using the Client Snapshot feature under the View menu.
Type some or all of the Name or Social Security Number of the desired client and click Search to quickly access a brief overview of any clients return.
This can be especially helpful if a client calls you requesting a status of their refund while you are working on another return. It is also helpful in quickly obtaining essential information about a client without losing your place.
