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.

This section of the properties pane allows you to keep track and manage the different client file statuses.

Enter the information about the client file. Taxprep Forms will save the note.
  1. Click the button located on the left, then click Client Manager.
  2. On the View menu, click Properties Pane.