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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- search client database base on their social security numbers
search client database base on their social security numbers
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ccarrasco
Level 1
06-08-2023
02:40 PM
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Please could you add on the client search tools the way to look for a client base on their social security number
In Proconnect, the only way is by last name or name and is very annoying on a 2400 client database when mostly are hispanic people having two names and two last name is made this search very difficult.
It seems that this is the only software on the market that locks this future.
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Jonesin1
Level 4
06-09-2023
08:21 AM
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Managing your client list with HomeBase in ProSeries Professional
Managing your client list with HomeBase in ProSeries Professional (intuit.com)
