Question
Client tax organizers
I am running the client tax organizers and it seems crazy that I have to go to each client and then select to download the organizer. I was able to select for all of the clients that I wanted an organizer for in one batch but when it comes to downloading the organizers, you have to do it one client at a time vs. being able to select a batch to download and print. Does anyone have any suggestion to cut down the time?
Thank you!
