How do I install ProClient?
You do not need to install ProClient on your computer. The application works inside your web browser. Simply open your browser and navigate to ProClient.com, then sign in to use ProClient.
Why use ProClient Calendar and not a different calendar app?
Is there a good reason to use ProClient Calendar over something like Google Calendar? Yes, because ProClient Calendar is designed to streamline your office workflow.
ProClient makes it easy for you to set up a Client Portal with an appointment scheduler. Your clients will be able to schedule appointments via ProClient Portal, and those appointments will appear on your Calendar view. Team members will also be able to schedule appointments that appear on your Calendar view. You can edit these appointment entries from your ProClient app.
ProClient Calendar also supports integration with Google Calendar and Outlook Mail. If you have a Google or Outlook account, you can link them to your ProClient account. Then your ProClient schedule will be viewable on your Google or Outlook calendar app.
Is it safe to use ProClient?
ProClient is designed to keep your data and your client's data safe from unauthorized access. Keep in mind that the data can be viewed by someone with an account password and high-level permission settings. We advise you to use a strong password (or a password manager) and limit permissions given to most users. You can adjust permissions settings in the User Accounts manager.
To further secure your account, you can activate two-factor authentication in ProClient’s default settings manager.
We also allow you to deactivate all prior computers that you have used in the past. We value security.
Does ProClient store any personal information? What does it do with this information?
How do I use ProClient for tax preparation?
ProClient simplifies many tasks for your tax preparation office. It automates the scheduling of appointments by clients. It provides a safe and secure way for clients to send you documents electronically. It gives you tools to organize documents, as well as client profiles and team member profiles. We also give you a complete way to communicate via text with your clients.
If you are looking for a program that will help you fill out tax returns and submit them electronically, check out UltimateTax.
Can I store client documents in ProClient?
Yes, ProClient provides secure cloud storage for documents uploaded by clients via their Client Portal. You can also upload documents. Go to the client’s profile page in ProClient CRM. You will see the Document Center on that page. Click on “Add Documents” to upload a file from your computer to ProClient’s cloud storage.
Once a document has been uploaded, you will be able to access it from anywhere, as long as you can log in to your ProClient account.
How do I stop getting notifications from ProClient?
Most ProClient notifications are related to appointments on your Calendar. You can end these notifications using the Appointment Manager. To access it, click on the gear icon in the header of the ProClient app. Then click on the action button labeled “Appointment Settings.”
You will see a list of Appointment Types. To edit one, click on the gear icon next to its name. Then go to Notification & Embed Options and set each notification to “Off.”