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This is a follow up to my previous question on how to change the name of the paid preparer on tax return. I do see where you can designate to either 1 Not to pr...
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I am a new customer to ProConnect tax transferring from using Lacerte for many years. How or where do I change the name of the preparer that shows up at the bot...
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I am new to Proconnect coming from Lacerte. How do I upload my engagement letter to populate all clients
