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T
Taxman605
Level 2
March 16, 2025
New

Client Invoice-Autofill Firm & Client Name & Address

Related products:ProConnect
  • March 16, 2025
  • 1 reply
  • 10 views

The Firm & Client Name & Address fields should be auto filled on the Client Invoice.

    1 reply

    A
    aztaxllc
    Level 2
    February 13, 2026

    I completely agree. We will process north of 650 Returns and it is annoying to manually input our Company's information on every Invoice. 

    It transferes the Client's Info from their Profile, why not transfer our Company Info? 

    Thanks for your time and consideration. It's our first year with Proconnect Tax and this is by now the only thing that we have issues with, coming from softwares where the Invoices are generated with all Company and Client info. 

    Best,

    Andrey [removed]

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