dc-cpa
Level 2
02-13-2024
12:20 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Yes I am using ProConnect Tax Online.
If you open a client through the Clients tab and then go to the Documents tab, it gives you the ability to create folders to organize your documents.
I have created 6 folders under one client and was looking for a way to copy those to other clients. The copy function is not working for me.
This is documented in Help.