Program Interface

Client Folder

Client Folder The Client Folder is displayed on the upper right half of the main screen and is updated as the current Client is changed in the list on the left. The Client Folder is a list of modules…

Jake Forster
Updated 1 year ago by Jake Forster

Client Input

Client Information Screen The Client Information screen is accessed via the Add or Edit buttons on the Client List Screen. This screen is used to input the client profile information. The profile inf…

Jake Forster
Updated 1 year ago by Jake Forster

Client List

Client List Client List Details A list of clients in the current database is displayed on the top-left half of the screen. (Double-click the CLIENT LIST label to toggle display of the client ID numbe…

Jake Forster
Updated 1 year ago by Jake Forster

Client List: Displaying Additional Client Information

Displaying SSN / EIN. By default our software will display only client names in the Client List. To include the client's SSN / EIN in the Client List double-click the Client List heading shown in the…

Christopher H
Updated 1 week ago by Christopher H

Configuration Options

Configuration Options The configuration options screen is accessed from the menu selection on the main screen. Selections made on this screen may be saved by selecting the Save Settings button. If yo…

Jake Forster
Updated 1 year ago by Jake Forster

Firm Information Screen

Firm/License Information Screen The user's Firm/License Information can be entered on the Firm Information Screen. This screen is displayed when the program is first run. The user must enter the Firm…

Jake Forster
Updated 1 year ago by Jake Forster

Module Interface

Module Interface Following is a description of common user interface items found in form and worksheet modules. Menus File New File - Clears existing data and fills in any default values. This does N…

Jake Forster
Updated 1 year ago by Jake Forster

Module Library

Module Library The Module Library displays a list of available forms, worksheets, and other available modules. To load a module, highlight the desired choice by double clicking with the mouse or pres…

Jake Forster
Updated 1 year ago by Jake Forster

PowerTools interface

New! You can choose to give select modules a different look. By toggling on the PowerTools option, select modules will have additional features: Scroll-wheel support. Multi-page views. Additional zoo…

Eric
Updated 1 month ago by Eric

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