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StephanieM1
Level 1
January 26, 2024
Question

Profile: preparer for multiple firms

  • January 26, 2024
  • 1 reply
  • 5 views

I am a tax preparer for two difference firms. How can I keep two sets of preparer information saved in my Profile Options?

 

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1 reply

M
Mario B
Level 11
February 2, 2024

Hi Stephanie, you can save 2 options packages, one for each firm, and everytime you want to swithch the firm, you will load the corresponding option package. You can find more infos on option package at this URL

 

 https://profile.intuit.ca/support/en-ca/help-article/manage-users/using-profile-options-package/L0EdmNv1X_CA_en_CA

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