That is the beauty of this program, that I will fit you and your practice by allowing to fit your practice.

My other favorite tool is the facility to export data from your client base, I have used this feature for many years to export your Client data file into excel Worksheets.

This year it has changes to Ass/Edit Custom Views,  I hope you can still select the data you need instead of the Intuit "Query."  I don't use this part until Mid March to create list of the clients completed, in process and who has not shown, to allow me to email them that if we do not receive their info before March 30th, they will automatically go on Extension