Mass assign CPA initials to Clients & Staff Assignments to Display on Homebase Dashboard

[iwalter]

Mass assign in ProSeries: 

1) CPA initials to Clients (different CPAs other than CPA Preparer), and

2) To do Staff Assignments in mass, 

ALL to Display on Homebase Dashboard

[Just-Lisa-Now-]

Sounds like youre looking for something for practice management?  This is what Intuit offers

https://proconnect.intuit.com/practice-management/features/

[iwalter]

Bummer that there's no way to assign Preparers in mass.  Will send feedback to developers.  Thanks for reply.