Replies posted by Jeff Jobson

2 Replies

A
Anonymous

Create contacts during client task setup, and more!

I agree with the comments above. We would like the visibility of the email addresses for the same reasons as mentioned above. 

85022
A
2 years ago
TNA LLP
Beginner
TNA LLPBeginner
posted in Ask a Peer

Types of work pieces - accounting firm

We have different work for each type of work. For example, compilation engagement, review engagement, T3 returns, T1 returns, T4/T5’s are all separate work templates. 

6
DianeK
Sr. Community Champion
2 years ago

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