Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I merge clients in ProConnect Link?

Christina W
Level 2

I have two situations -

2 duplicate clients in ProConnect Link, both with tax docs but in different years?

2 separate clients who were married in 2024?

Thank you for the assistance. 

 

0 Cheers