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• Act! • Maximizer • Simply Accounting • Quickbooks • Profile T1,T2 • CANTAX T1,T2Plus • Microsoft Excel • Dr Tax T1,T2 (DT Max) • Microsoft Outlook • Visual Tax • Tax Prep T1, T2 Client Track seamlessly imports and exports the information contained in Microsoft Outlook 2000 and higher. You can synchronize your information back and forth and have control to indicate which information gets synchronized at which time. Client Track allows you to synchronize your client information, tasks, and appointments. This means you have an easy way to synchronize with many PDA's like the iPhone, Blackberries, and Palm series. Exporting your Clients from Microsoft Outlook into Client Track. Step 1 Fig.1. File Menu From menu, go to File > Synchronize with MS Outlook (Fig.1). Step 2 Fig.2. Synchronization Wizard 1. Select Synchronize your Companies and Contacts (Fig.2). 2. Click Next. Step 3 Fig.3. Synchronize Companies & Contacts 1. Select Synchronize your information from Outlook to Client Track (Fig.3). 2. Click Save. Step 4 Fig.4. Companies To Synchronize Select which contacts you would like to synchronize (Fig.4). Step 5 Fig.5. Synchronization Scheme 1. Optional : Name your synchronization scheme and click Save (Fig.5). 2. Click Finish.

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