linette
Level 5

ProSeries default for naming in my system uses last name and last four of social.

Try searching for last four of clients social and see what comes up.

 

PS-  I don't allow ProSeries to name my files for that reason.

When I have 5 Smiths I want to know which one is which and I am not going to clear social security numbers of all my clients.

In the off season, you can go through and change names on your files and name them so that you won't have this problem in the future.