Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Organizer naming when saving

cancel
Showing results for 
Search instead for 
Did you mean: 

Organizer naming when saving

jo8909

Printing organizers to PDF always relies on client number. Functionality to save by client's name would be a welcomed addition to the software.

Status: New
0 Votes
Vote now if this is a good idea