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How to delete a client?

AmyK1
New Member

What's the secret for deleting a client? There is no obvious way to do it nor does the chatbot seem to be able to understand what deleting a client is. Can anyone help me understand how to do this simple task? Thanks!

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1 Comment 1
IRonMaN
Level 15

You can't delete clients in ProConnect.  You can delete tax returns, but not clients.


Slava Ukraini!