Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

New client name search feature

FTAX
Level 3

Overall, I prefer the new search function to the old, but it IS odd when searching for my OWN tax file and EVERY tax client I have pops up because I'm their preparer!  Fortunately, my wife has a fairly uncommon first name, so now I just search under that.  

Labels (1)
0 Cheers
2 Replies 2
dascpa
Level 8

I think the new search - sucks. We used to type in a name and hit enter. Now you have to wait for the filter to show up or else it opens the very first file of the HomeBase. Why computer people always have to tinker is beyond me. Spend time fixing the tax software and not this wasteful stuff.

FTAX
Level 3

I know what you mean, that's why I say I MOSTLY prefer it.  It does work better when you have a common name to search like, say, Gonzalez or Smith or something.  Eight or ten will pop up rather than one at a time that you need to keep clicking search for.

0 Cheers