ProConnect Tax Idea Exchange
Submitted by Tax Grappler on 01-23-2025 12:47 PMIt would be great if there were settings to adjust the default views in the ProConnect client dashboard. Each time I log in, the list is limited to 20 clients, and I don't believe it sorts by name by default. It would be nice to be able to establish those settings so the same view came up each time by default.
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