Client Handouts CD Releases 2 New Handouts and Client Tax Organizers

Post Date: 12/11/14
Last Updated: 12/11/14


2015 Client Handouts CD now includes over 80 customizable client handouts used to help explain tax concepts to your clients. Build customer loyalty and keep your name in front of clients year round!

New Titles Released 12/10/14
Gambling Log
Standard vs. Itemized Deductions

New for 2015 ... included in this release, all 8 of the 2014 tax year Client Tax Organizers and Engagement Letter! All of the Client Tax Organizers are a fillable document. Clients can type in information, select drop-down boxes for easy entry, select check boxes for quick answers, and save the document.
2014 Individual Tax Organizer
2014 Individual Tax Organizer – Sole Proprietorship
2014 Individual Tax Organizer – Rental Property
2014 Engagement Letter
2014 S Corporation Tax Organizer
2014 C Corporation Tax Organizer
2014 LLC Tax Organizer
2014 Partnership Tax Organizer

To find the new handouts fast, use the “Recently Updated” category filter in your 2015 Client Handouts CD to isolate all of the new titles.

Please note, when you open your Client Handouts CD, your computer will need to be connected to the internet to download the recent updates. You will be prompted to restart the program to install updates. Please read the pop ups carefully and follow the instructions to ensure your new titles are downloaded.

Generate Client Referrals ... Guaranteed!
Satisfied clients tell their friends. Distribute handouts from the Client Handouts CD to your clients. If you do not experience an increase in referrals, return the Client Handouts CD up to six months from your ship date for a full refund.
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