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Toggle between Business and Personal More Evident

hopefulhopeful Posts: 7

Most of my clients have a business and personal account tied together. They are constantly uploading personal doc to business and vice versa. I really need a feature that helps them determine which portal to upload. My staff and I spend too much time hunting down items and downloading to move them.

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  • TaxDivaTaxDiva Posts: 77 ✭✭✭

    I totally agree. I had a client who uploaded their personal stuff into their business that they sold & we no longer do their business (payroll & taxes). They got over looked.

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