Hi All,

I am looking for advice on the most efficient way to transfer clients to 2021 from 2020, while bulk printing organizers for the same clients. I have about 1300 individuals right now, probably only about 700 or so that need to be rolled or given organizers. Some are tests, no longer clients, MFS etc.

Does anyone have any recommendations or good links to the most efficient way to mark clients to roll to the 2021 year software, and also for printing organizers? I am looking for a way to go through my client list, mark the clients that we want to roll to next year and those same clients we will print organizers in bulk. Trying to avoid doing this one by one? Thank you!