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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...
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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.
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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.
