Autofill information in Keeper Organizer
D
Damien Scott
Wouldn't it be nice if fields required in the Tax Organizers can autofill based on information that is in the Client Info section (EIN, Business Name, Address, Phone, etc...). If this is not able to be done, it would be nice to be able to create the organizer and fill in the basic information ourselves then send/post for the client to fill out.