info page update for tax preparer infoSubmitted by JudieJLaccounti
I have requested the past 3 years to a human being at ProSeries this enhancement, so I thought I'd do it this way this time. I would like to see a field to enter a contact and their phone number on the Info Page.
I have several elderly clients and their adult children bring in their tax info and want me to call them when it is ready to be picked up and I have no place to enter their information to call them.
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