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- How do I access a client organizer in ProSeries?
How do I access a client organizer in ProSeries?
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PaulaB
Level 3
02-07-2022
06:55 PM
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Is a client organizer part of the ProSeries software? I believed there was a Short Organizer and a more detailed Long Organizer but cannot access either from the software.
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dd4vols
Level 10
02-07-2022
07:48 PM
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Upper Left hand corner>>> where it says Home Base View (where you choose 1040, 1065, ect)...just scroll past those.....5th line from the bottom in the dropdown.
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jeffmcpa2010
Level 11
02-07-2022
08:58 PM
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Have you installed the organizer module?
