Mass assign in ProSeries:
1) CPA initials to Clients (different CPAs other than CPA Preparer), and
2) To do Staff Assignments in mass,
ALL to Display on Homebase Dashboard
Sounds like youre looking for something for practice management? This is what Intuit offers
https://proconnect.intuit.com/practice-management/features/
Bummer that there's no way to assign Preparers in mass. Will send feedback to developers. Thanks for reply.
