A utility designed to assist in the cleansing of your database. Make the administration area of Personal TaxPro more useful with an accurate client list. For a minimal once off fee this utility is available to your firm permanently with no increases to annual maintenance.
Using the Archiver utility will not delete clients from the system; it removes (or hides) them from the client list and relevant reports.
Un-Archiving a client is a very simple procedure and involves only unticking a box.
This new utility allows bulk archiving and bulk un-archiving. It assists data cleansing by showing clients with duplicate pps numbers as well as clients you have not submitted tax returns for in 2, 4 or 6 years.
Contact us now for more information, mail to firstname.lastname@example.org or call 021 439191