Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Mass assign CPA initials to Clients & Staff Assignments to Display on Homebase Dashboard
Mass assign CPA initials to Clients & Staff Assignments to Display on Homebase Dashboard
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
iwalter
Level 1
12-16-2021
04:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Mass assign in ProSeries:
1) CPA initials to Clients (different CPAs other than CPA Preparer), and
2) To do Staff Assignments in mass,
ALL to Display on Homebase Dashboard
Labels
2 Comments 2
Just-Lisa-Now-
Level 15
12-16-2021
05:14 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Sounds like youre looking for something for practice management? This is what Intuit offers
https://proconnect.intuit.com/practice-management/features/
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
iwalter
Level 1
12-16-2021
05:32 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Bummer that there's no way to assign Preparers in mass. Will send feedback to developers. Thanks for reply.
