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

Update Multiple Staff Preparers

cancel
Showing results for 
Search instead for 
Did you mean: 

Update Multiple Staff Preparers

Paul Chen

It is time consuming to go into the each client detail, client info screen to update the staff preparers (new hires, reassignments, etc.). I suggest adding a way to batch select clients and update the staff preparers. Similar to how we can Select multiple clients, hit F4 to apply same status to all selected clients. 

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