|
Finding the "last return done" or "next return due"
|
|
5
|
712
|
September 11, 2019
|
|
Client manger
|
|
0
|
603
|
July 17, 2019
|
|
Client manager - Line search
|
|
1
|
607
|
May 27, 2019
|
|
Persistent issues with Client Manager indexing
|
|
2
|
693
|
April 18, 2019
|
|
Turning 18
|
|
2
|
749
|
March 8, 2019
|
|
Moving to a new drive
|
|
3
|
1040
|
February 22, 2019
|
|
Physical File Location
|
|
17
|
2641
|
February 18, 2019
|
|
Client Manager - quick searches all blank!
|
|
3
|
1067
|
January 23, 2019
|
|
Is there a way to have Client Manager data synced to a live Excel Online file
|
|
1
|
662
|
January 16, 2019
|
|
Wrong currency symbol in Client Manager
|
|
4
|
1400
|
January 16, 2019
|
|
Background Settings
|
|
6
|
1383
|
January 2, 2019
|
|
Searching and Filtering T1s Efiled and paper filed together
|
|
1
|
596
|
January 2, 2019
|
|
Client Manager for Tax Return status
|
|
16
|
5544
|
December 19, 2018
|
|
Filter Sets
|
|
2
|
1954
|
December 19, 2018
|
|
Client manager filter for TOSI
|
|
4
|
1160
|
December 17, 2018
|
|
Filter
|
|
0
|
624
|
December 13, 2018
|
|
Best procedure for file loading (T1 and T2)
|
|
0
|
739
|
October 5, 2018
|
|
Client Manager woes - "complete"
|
|
2
|
889
|
May 25, 2018
|
|
Client manger - Zapier Integration
|
|
4
|
1233
|
March 26, 2018
|
|
Quick Searches - Date return is successfully transmitted
|
|
0
|
721
|
March 21, 2018
|
|
Client Manager >> "not" {status selected}
|
|
7
|
1019
|
March 20, 2018
|
|
Telephone numbers
|
|
18
|
3073
|
March 20, 2018
|
|
Auto hide prior years in client manager
|
|
3
|
1105
|
March 6, 2018
|
|
Client Manager Efile Status
|
|
5
|
2545
|
January 26, 2018
|
|
All clients doubled
|
|
4
|
1153
|
December 12, 2017
|
|
Searching from start page
|
|
6
|
1242
|
November 8, 2017
|
|
Special Instructions to preparer (Request)
|
|
3
|
1163
|
September 27, 2017
|
|
Batch calculation to test for optimal pension split
|
|
1
|
1135
|
August 9, 2017
|
|
Client Manager - late 2016-season thoughts
|
|
9
|
1632
|
June 22, 2017
|
|
Auto-update on server with Client Manager
|
|
16
|
1828
|
May 19, 2017
|