My Clients screen in e-Form RS

Manage and customize your Client List and Forms.
Update your existing client database including adding, editing and deleting client profiles.
Assign preparers to client profiles and add client notes.
Customize Client List display using the Column Chooser feature.
Manage forms for clients using Add Forms to Clients, Client Form List and Display Client's Forms options.
Manage custom forms using Client Custom Forms option.
Sort and filter client data to print and export the required information.

Access My Clients screen

Select
My Clients
on the
Clients
menu. You'll find a list of existing clients added to your account.
You'll find options such as:
Add New Client: You can add new clients to your account using Add New Client.
Add Forms to Client: Use Add Forms to Client to assign Forms to a client.
Edit Client: Use the Edit Client option to modify an existing client profile.
Delete Client: Use Delete Client to delete client profiles you no longer need.
Display Client's Forms: Use the Display Client's Forms option to view any form saved to a client.
Client Form List: Use Client Form List to view lists of previously saved client forms, print multiple forms without displaying them and copy forms from one client to another.
Client Custom Forms: Use Client Custom Form to select a custom template to add to a client, much like adding a blank form to the client which can be edited later.
Column Chooser: Use the Column Chooser to customize the columns of information that you want to view in the Clients list.
Display Notes: Use Display Notes to view previously added notes in the client profiles.
Save List Format: Use Save List Format to retain the any changes previously made to the Client List display format.