Accountant-Man
Level 13
03-25-2020
04:48 PM
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Do you utilize the Client Status Sheet to its fullest capability? That's where the dates are put. I use Received Client Data, In Process, Need Info, Sent to Reviewer, Review Completed, Final Return Printed, Sent to Client, et al.
They can be viewed on HomeBase, you can add columns, and you can export HB to Excel.
** I'm still a champion... of the world! Even without The Lounge.