Lacerte Tax Idea Exchange
Submitted by Paul Chen on 02-14-2024 01:00 PMIt is time consuming to go into the each client detail, client info screen to update the staff preparers (new hires, reassignments, etc.). I suggest adding a way to batch select clients and update the staff preparers. Similar to how we can Select multiple clients, hit F4 to apply same status to all selected clients.
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