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Level 2
September 23, 2020
Discussion ongoing

Client Status - more features

Related products:ProSeries
  • September 23, 2020
  • 1 reply
  • 1 view

Make the Client Status date sensitive - the most recent entry shows up on the Homebase screen. 

Add more blank lines to be used for state return status, billing status, not preparing, fiscal YE, etc. 

This topic has been closed for replies.

1 reply

June 29, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.