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Level 3
July 18, 2024
New

Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.

Related products:ProConnect
  • July 18, 2024
  • 0 replies
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Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.