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I use a combination of both Tax Help Software (THS) and the primitive Excel spreadsheet. I really like the THS. It allows you to leave notes and/or set future tasks for each of your client accounts. It can automatically pull your client transcripts on a regular basis. You’ll also be able to see the notices submitted to your clients from the IRS. It gives a breakdown of the taxpayer’s payment options including if they’d qualify for an OIC.THS is very efficient software. I recommend at least giving it a try.