Client Search Page Changes for sites with 999 or more returns

The client search will automatically change when your site hits 999 returns.  This is to allow for more efficiency when loading the client list and searching for taxpayers.

0204-client-search

Defaults to SSN.  You must enter the entire SSN and select Search,

You also must use the search feature in order to see the client Status or open the return

The other search options are:

  • First Name (Must be the entire first name, case sensitive)
  • Last Name (Must be the entire last name, case sensitive)
  • Telphone Number (entire number)

Blog Posted 02/04/2017   2:23 PM EST

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