Basic client information including month and year for the Year End, Industry (user-defined), Group (the ability to "logically" group clients together to view the overall benefits of the combined business), Internet web site, email address, tax numbers, SIC code and alternate address/phone information.

Each client may have up four staff assignments: Partner, Manager, Accountant and Other. In addition, this screen screen shows the "WIP" plus AR limit your firm will extend to this client, a reference to who referred the client and the date the client was acquired. TPS provides four types of flags to assist in defining the client: Inactive, Prospect, Non-chargeable and "On Hold".

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As TPS integrates directly with Microsoft Outlook it is simple to choose a contact from the Outlook list and assign them as either the primary and A/R contact. This eliminates duplication of effort.

Each client may be assigned any number of "relative" organizations, each with their own contact and account information. This information may be used to track the clients financial institutions, lawyers, insurance companies, or actuaries. Keeping this key contact information means you don't have to worry about keep notes in files.

From the Client Bank screen you can choose a number of common related reports including a Bank Confirmation.