CBANN
Level 1
11-16-2022
03:06 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Sorry guys so far not impressed. Clunky and hard to use. These strategies were already in place for most clients. If I have a new client I have to set them up in proconnect and recreate the tax return so I can import - hopefully I have missed that because if that is the case this is just not workable.