ProWeb: Client Retention Report

The Client Retention report shows a list of clients from the previous year that haven't yet returned to have their current year return prepared.

To run the client retention report, from the Welcome Screen of your ProWeb office select:

• Reports
• Other Data Reports
• Client Retention Report
• If you have multiple EFINs, select the EFIN to run the report for.
• Enter the date range you would like to view.
• Select CONTINUE.