Tag the card of a VIP client
A flag can be enabled in the card of a VIP client to allow you to keep track of the progress of this client's file.
A 
flag is displayed for each card in the upper left corner:
When you click on the indicator, it is displayed on the dashboard card:
It is also possible to filter all the dashboard cards with the indicator.
For Personal Taxprep
You can enable this flag from the Client File Info dialog box in the Taxprep program or from the card displayed.
