NavaraEric
Level 1
03-03-2025
12:57 PM
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Thanks for your response. We each have EFINs because we work both independently (I have my own clients and she has her own clients) and together (we have shared clients, primarily those for whom I do the bookkeeping and she does their taxes, so we collaborate). Sounds like the clients we have together can just be filed under my ProConnect/EFIN. "The more I know the more I don't know" is my personal mantra 😎