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For comprehensive instructions on setting up and using ClientTracker,
please download our Quickstart Guide & Manual (Adobe PDF Format, 1.1mb.)

• For general information on e-billing and using the new 1500 form in ClientTracker, click here.
• For detailed information on standard requirements for filling out the new 1500 form, click here. (Adobe PDF Format, 1.5mb.)
• To download a blank copy of the 1500 form, right-click here.

If you need support with ClientTracker, please see if your question is in the Knowledge Base below.
If not, send us an email and describe your problem. Click here for infomation on our support contract.

Knowledge Base

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Sub Categories Email (3) QuickDial (4)     Articles in the Clients category How can I quickly find the client I am looking for? ClientTracker makes it easy to locate clients. The easiest way to find a client is to click the "Find Client" icon in the toolbar. When prompted, simply enter any part of ... Last Modified: 2003-11-14 Number of views: 1414 How do I insert a client photo? To insert a photo of a client you must first have the photo available as an image file in the ìPhotos " directory within your ClientTracker installation directory. You can ob... Last Modified: 2003-11-14 Number of views: 1263 How do I sort clients? When you first go to the Client List, clients are sorted by last name in ascending order. To sort them in descending order simply click the name label at the top of list. To s... Last Modified: 2003-09-28 Number of views: 9964

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