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.