Comment
10-23-2022
02:26 PM
10-23-2022
02:26 PM
Bob it is such a huge time saver. I don't know how many times I have rechecked a return because I lost track or got distracted with another client, phone call, etc. I have heard that it is mostly the younger PS users that vote, so some how we need to get them to vote on this topic. If you don't mind me asking, do you have an easy way that works for you to verify that you have checked a return? I have most of my clients docs on the portal.