ProClient FAQ

Find quick answers to common questions about ProClient.


No, ProClient is beneficial to every industry.

Yes, Ultimate Tax and ProClient were both founded by CEO Mike Steele.

No, we offer transparent pricing with the option of monthly or yearly payments.

Technology & Security

Yes, ProClient seamlessly integrates with your existing Office 365 & Google Suite programs.

With two-factor authentication, users can select a method to receive their one-time PIN every time they log in to the ProClient portal. This adds an extra layer of protection for client documents stored in the system.

Yes, with ProClient Docs you can securely manage and send client data.

Yes, there is a limit based on what plan you choose. However, you can also pay to add additional users as needed. See more information here.


We have a helpful knowledge base for ProClient users.

Yes, you can try out ProClient for free by signing up here.


ProClient’s user-friendly and comprehensive platform allows you to manage your business needs, including marketing, document management, client portal, billing, scheduling, and more. Our features were designed with your time and money in mind so that you can focus less on administrative tasks and more on growing your business.

Yes, there are many customization options available in the ProClient system. For example, clients may personalize their client portals with their own branding specifications.

Yes, with ProClient Calendar you can set up automatic reminders for clients.

Yes, ProClient offers billing and invoicing solutions.

Yes, ProClient Calendar offers simple and convenient self-scheduling.

Try ProClient Free

If you are sick and tired of using what feels like a million business tools, it’s time to try our comprehensive management system.