Unable to see client files in the Client Explorer window in ProFile

ProFile only adds a file to the list of clients when you create or open a file, and then save it. Therefore, when you first open the Client Explorer, you won't see any client names or files listed.

If you have ProFile or competitor files, ProFile must scan your hard drive and create a list of them in the Client Explorer. Follow these steps:

1. To create an index of your files, select Index option in the Client Explorer window.
2. Select Browse to browse to the folder where you keep your files.

Note: If you can't remember where your files are, you can index the entire hard drive. Enter C: in the File Folder field. If your files are in more than one folder, browse to the folder that contains all these sub-folders and select the Include subfolders checkbox. You can also reference a network location through UNC (Universal Naming Convention) at [SERVER NAME][SHARED FOLDER]My ProFile Data.

3. In the Advanced section, choose how to treat password protected files. These options include:
   • Skip password protected files to ignore password protected files when creating an index. Password protected client files will not appear in the client list.
   • Prompt for passwords to enter the password for each password protected file as it is included in the database. Use this option if you use more than one password for your files.
   • Use this password and enter a password to use for all password protected files as they are included in the database. Use this option if you use the same password for all your files.

4. If you only want to find files for certain tax years or types of returns, choose which file types you want to search for. This expands the dialogue box to allow you to include or exclude certain file types in the index.
5. Use the module tabs (for example, T1) to view the list of files to index for each module.
6. Select or deselect the options on each tab. By default, the Client Explorer indices all ProFile files and any competitor files from the previous taxation year.
7. Select OK to begin indexing your files. A status box displays to show the progress of the indexing. You can cancel the indexing process at any time by selecting Cancel.

Question: Do you have multiple files with similar identifying data?

If you have multiple files with the similar identifying data (such as the same SIN number), you may be asked to choose a client to associate the files to. For example, this could occur if you have two copies a client file saved in two different locations of your hard drive.

If this occurs, the Select Client dialogue box will prompt you to select the appropriate client from the list and select OK. If you don't want to associate these files with a particular client, select Skip to continue indexing. These files will be listed as separate clients in the Client Explorer.

Once ProFile finishes creating the index, the status box will disappear. You will see client names on the tab of the Client Explorer.