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  1. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Self Prepared Option

    Add ability to mark a return as "self prepared" and thus no preparer information will print

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Client List Layout

    The client list layout is lost once you switch away from it. It should persist instead.

    0 votes
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  4. Improve Client Preparer

    Ensure preparer names and statuses show correctly on client list even if they are somehow removed from the setup list.

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