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I agree. We would like to remind our clients to pay their estimated taxes. We have no way to pull the data of who needs to pay out of ProConnect.
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Thank you for the information. The blank organizer is what we thought we could use for our 120 clients who need a printed version, but due to the formatting lim...
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This is our second year of using ProConnect. We also are considering a change due to the issues with sending out organizers. Our main problem is there is no goo...
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There are no slip sheets available to print. Top sheets for mailings or top sheets for the printed tax returns.
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When adding a beneficiary or information about a dependent, instead of being able to pick the beneficiary dependent from a drop down, you have to add their info...
