How to Setup & Manage Your Preparer & Client Database
Ever mis-type a company name on a W2, only to have that misspelling be repeated each time you use that EIN? In this video you’ll learn how to edit, add, and delete database entries for EIN, zip codes, EFIN, paid preparer, care providers, referral, occupations, and more.
Runtime: 0:06:03
6 minutes, 3 seconds