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How do I access a client organizer in ProSeries?

PaulaB
Level 3

Is a client organizer part of the ProSeries software?  I believed there was a Short Organizer and a more detailed Long Organizer but cannot access either from the software.

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2 Comments 2
dd4vols
Level 10
Level 10

Upper Left hand corner>>> where it says Home Base View (where you choose 1040, 1065, ect)...just scroll past those.....5th line from the bottom in the dropdown.

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jeffmcpa2010
Level 11

Have you installed the organizer module?