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Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.

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Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.

jfarmercpa

Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.

Status: New
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Vote now if this is a good idea