Finding the "last return done" or "next return due"
|
|
5
|
696
|
September 11, 2019
|
Client manger
|
|
0
|
588
|
July 17, 2019
|
Client manager - Line search
|
|
1
|
594
|
May 27, 2019
|
Persistent issues with Client Manager indexing
|
|
2
|
679
|
April 18, 2019
|
Turning 18
|
|
2
|
729
|
March 8, 2019
|
Moving to a new drive
|
|
3
|
1009
|
February 22, 2019
|
Physical File Location
|
|
17
|
2579
|
February 18, 2019
|
Client Manager - quick searches all blank!
|
|
3
|
1044
|
January 23, 2019
|
Is there a way to have Client Manager data synced to a live Excel Online file
|
|
1
|
652
|
January 16, 2019
|
Wrong currency symbol in Client Manager
|
|
4
|
1381
|
January 16, 2019
|
Background Settings
|
|
6
|
1370
|
January 2, 2019
|
Searching and Filtering T1s Efiled and paper filed together
|
|
1
|
586
|
January 2, 2019
|
Client Manager for Tax Return status
|
|
16
|
5507
|
December 19, 2018
|
Filter Sets
|
|
2
|
1934
|
December 19, 2018
|
Client manager filter for TOSI
|
|
4
|
1145
|
December 17, 2018
|
Filter
|
|
0
|
587
|
December 13, 2018
|
Best procedure for file loading (T1 and T2)
|
|
0
|
721
|
October 5, 2018
|
Client Manager woes - "complete"
|
|
2
|
875
|
May 25, 2018
|
Client manger - Zapier Integration
|
|
4
|
1219
|
March 26, 2018
|
Quick Searches - Date return is successfully transmitted
|
|
0
|
708
|
March 21, 2018
|
Client Manager >> "not" {status selected}
|
|
7
|
996
|
March 20, 2018
|
Telephone numbers
|
|
18
|
3063
|
March 20, 2018
|
Auto hide prior years in client manager
|
|
3
|
1083
|
March 6, 2018
|
Client Manager Efile Status
|
|
5
|
2531
|
January 26, 2018
|
All clients doubled
|
|
4
|
1141
|
December 12, 2017
|
Searching from start page
|
|
6
|
1233
|
November 8, 2017
|
Special Instructions to preparer (Request)
|
|
3
|
1154
|
September 27, 2017
|
Batch calculation to test for optimal pension split
|
|
1
|
1121
|
August 9, 2017
|
Client Manager - late 2016-season thoughts
|
|
9
|
1616
|
June 22, 2017
|
Auto-update on server with Client Manager
|
|
16
|
1812
|
May 19, 2017
|