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caroljo
Level 5
March 5, 2021
Question

Why would I be losing previous years' clients from my homepage.?

  • March 5, 2021
  • 6 replies
  • 19 views

I have lost 3 clients from my home page in the last few days.  I have to start from scratch entering their information.  I don't have 2 years comparison nor history for them either. It is like they never were.  What the heck is going on?

 

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6 replies

Level 4
March 5, 2021

Are you trying to open a ProSeries tax file through your network, away from your main computer with HomeBase?  That can confuse HomeBase.

Tim

caroljo
caroljoAuthor
Level 5
March 5, 2021

No, I am using only one computer. I am a one person tax preparer.  No one else has access to my computer.  The files are just gone.  I have to start over just like a new client.  Thank goodness the ones I have lost are pretty simple ones with no depreciation schedules, but I am really afraid this might happen with some of my more difficult ones.  So far I have only lost 3 and they were all new ones that I did in 2020 for 2019 taxes.  The first one I lost was on March 2.  Now 2 more since then.  This is getting scary.