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Batch Processing Clients Use the Batch Process feature to initiate quick processing or printing of several client returns at once. You can print or save specific sets for several clients. Process an e-file, proformas, diagnostic, invoice, extension, or full return only. To access the Batch Process feature, click the Clients button. Tag the desired clients, click Utilities, and select Batch Process. Select the desired Process option from the drop down box and click Process. Managing Your Clients’ Data Select the System. A powerful tool for keeping track of client information and status is Client Management. All Proformaed and Reviewed clients will appear. Click the Mgmt button. Select the applicable system you want to work with from the drop down box. Enhancing Your Performance 91
