My homebase views have numbered lines. These lines can be sorted by recent activity in some views.

Or are you trying to limit growth and only accept a small number of new clients? 

We have printed the homebase (alphabetical sorted) so that no staff accidentally accepts a new client when answering the phone. And I and my key staff members pretty much know/remember who these people are

Thank you for your response.   I am trying to identify who are the new clients in ProSeries each year.

I don’t know any quick ways to do that, but I’m curious why you need to get that information.

I am looking to have a list of new clients each year so I can be aware of the who they are and we want to call them all in January to book appts and keep them coming back and let them know we appreciate thier business 🙂    

Currently, I have all new clients fill out a "new client form" and that is how I am tracking them, but was hoping ProSeries could tell me who is new.     I am so grateful that this year I have about 150 new clients as I took over a small clientbase from another Tax office.