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February 27, 2025
New

Ability to organize tax returns by date created in ProConnect

Related products:ProConnect
  • February 27, 2025
  • 0 replies
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From an organizational standpoint, it would be helpful to have a tab where the clients can be organized by the date the returns are created in the system.  Then I could have insight on who to prepare first without having to create my own lists outside of the program.