Re-open the Client Manager Setup Wizard

Updated: 2022-01-26

If you choose not to set up the Client Manager when you first run TaxCycle, you can re-open the Client Manager setup wizard:

1. If you are on the Start screen, click on Options in the blue bar on the left. If you have a file open, go to the File menu, then click on Options. 
2. Expand TaxCycle and select Client Manager on the left. 
3. On the right, click the Setup Wizard link.