Taxware's Client Tax Organizer -Proforma-, What it is and how to best use it to start the new tax season.

Taxware's Client Tax Organizer aka Proforma can be a very useful tool both for helping your clients to begin collecting their information needed for the new tax return, but also for marketing.

In this Taxware Training session you will learn more about this useful program that is included with every software package purchase at no additional cost.

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