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how to delete a client
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pcliucpa
Level 1
03-04-2025
10:57 AM
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How to delete a client in the Pro connect?
2 Comments 2
Anonymous
Not applicable
03-05-2025
08:36 PM
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From Clients, select the Client name. From within the client, find the dropdown in the top right corner. Select Make inactive. See How to make a client inactive in ProConnect Tax.
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George4Tacks
Level 15
03-06-2025
10:41 AM
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There is no DELETE a client.
Answers are easy. Questions are hard!
