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upper case letter setting company wide

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upper case letter setting company wide

CAnderson

We are new to using ProConnect for this year and in our other software we would always use all caps when entering client information, after a talk with support it was determined we have to make this selection on each and every return. My suggestion is to make this a setting we can make at the company wide level so it will automatically apply to every tax return and save us the extra steps on each and every tax return. This will also prevent the risk that we forget to change it on a return and then the return is sent without the desired formatting. 

Status: New
Vote now if this is a good idea