Idea: Need Proconnect "assignee" to auto populate when tax "preparer" added to return in "client info" area. We have 690 “unassigned” returns currently. I am fa...
If you have a form in the system it should attach automatically, as needed. The tax prep process slows down when we need to find & attach separately.
I would love this feature to help showcase to clients and get their OK that all was captured correctly for the Sch C & Sch E reporting on tax returns.