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- How do I create a list of client names and addresses?
How do I create a list of client names and addresses?
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PZ
Level 1
01-22-2024
11:37 AM
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Does anyone know if we can generate a list of clients with addresses from ProConnect? One that could be imported into a PDF, Word or Excel document? My company wants to send a letter to clients at the beginning of tax season, and the "client letters" that Pro Connect has set up is for letters that go to clients after you have prepared, or at least started preparing, their tax return.
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itonewbie
Level 15
01-22-2024
01:09 PM
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This reporting function should help you:
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