CPAAlly
Level 1
02-27-2024
10:23 AM
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I don't understand how to save the edits made to client presentations once modified. I have tried different ways and my changes do not get updated to the client's file. I am only trying to modify the personalized tax advice based on my knowledge of the client, not any of the charts or graphs.
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msmith7305
Level 7
02-27-2024
10:42 PM
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Ally -
When you edit the client presentation it asks if you want to save the changes upon exiting.
If you answer "yes" those changes will be applied to ALL future presentations. They are NOT specific to a client. The presentation is not coupled to any specific client.
