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Organizing your tasks has never been easier. To Do List, included with your Client Manager package, helps you organize your office tasks and keep track of client-related items, personal activities, and tasks sent to you by other ProSystem fx Tax users. To Do List is easy to access and is integrated within ProSystem fx Tax Preparation, Client Manager, and Engagement Plus programs.
To Do List Allows You to…
"Client Manager/To Do List" is part of the ProSystem fx TAX line of products, developed by Wolters Kluwer, CCH.