ProConnect - Client Data

[TrishT]

• The Client area does not allow for first names of both the taxpayers.  First this is a problem when you are going to call a client and need to know the spouse’s name.   Second, a problem for greeting on the Engagement letter.  We had to update each Engagement letter in the Intuit Link to include both taxpayers’ names.   Thirdly, It was a problem on any exported list.. it only included the one name as the name of the client.  They are many times we interact with the spouse who is listed second on the tax return more often than the person who is listed first.  We also have some same name clients.  It is hard, at a glance, to tell the difference between clients without the spouse’s name listed too.