Properties Pane
The properties pane displayed at the bottom of the Client Manager allows you to enter a note and keep track of the different client file statuses.
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This section of the properties pane allows you to keep track and manage the different client file statuses. |
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Enter the information about the client file. Taxprep Forms will save the note. |
How to show or hide the properties pane
- Click the
button located on the left, then click Client Manager. - On the View menu, click Properties Pane.