Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How Can I Run the Client Retention Report? 

Those clients who filed their returns through you last year but have not done so this year are displayed in the Client Retention Report. 

To access and run the Client Retention Report on your ProWeb: 

  • From the Welcome Page, select Reports 
  • Go to Other Data Reports 
  • Proceed to Client Retention Report 
  • Use your EFIN to run the report. Should you have more than one EFIN, choose the one to use. 
  • Pick the date range that you want displayed. 
  • Once done, select CONTINUE.