I’m transitioning our firm over to TaxCycle right now, and we’re loving client manager so far.
One minor change we would really appreciate would be to add an option to copy the SIN/BN from client manager (in list returns or card view) to the clipboard without any spaces in the SIN number (ex. through a right click list option).
I realize in list mode we can highlight and copy; however, for SIN numbers the spaces get included and our main purpose here is to quickly paste into Rep a Client, so the last two digits are always cut off.
Thanks for your consideration!