cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
StephanieM1
Level 1

Profile: preparer for multiple firms

I am a tax preparer for two difference firms. How can I keep two sets of preparer information saved in my Profile Options?

 

1 Comment 1
Mario B
ProFile Team

Profile: preparer for multiple firms

Hi Stephanie, you can save 2 options packages, one for each firm, and everytime you want to swithch the firm, you will load the corresponding option package. You can find more infos on option package at this URL

 

 https://profile.intuit.ca/support/en-ca/help-article/manage-users/using-profile-options-package/L0Ed...