set default firm when creating new clients
I have found a way to set the default preparer when creating new clients. Is there any way to set a default firm?
I have found a way to set the default preparer when creating new clients. Is there any way to set a default firm?

In a multi-firm environment, the program will default to the first firm listed in your options, unless otherwise specified in Screen 1. Changing the order of them is a whole nuther issue, but it can be done.