The site will be placed in maintenance on Wednesday, June 12th to release the below software updates.
CLIENT SEARCH
- Corrected the issue where an error was received when searching Client List by Last 4, Name – First or Last, or Preparer – First or Last. This was specific to sites not using Smart Search (Issue 3625)
E-FILE
- Correct an issue on the e-file page for Direct Debit, where the Taxpayer Phone Number could not be updated after initially pulling from Basic Information (Issue 3296)
PREPARER SETUP
- Added ability to “archive” a preparer. This is an additional category adding to “active” and “inactive”. Read this blog post for additional details here (Enhancement)
*Click here to download a PDF of our Cumulative Release Notes.