RELATED IDEAS
Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit AGILLINK-I-1714 A option to change all client addresses at once.
Add Multiple Firm Default Addresses
Merged
As firms are merging, it would be great to have multiple firm addresses to choose from during the client setup process via a drop-down
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MERGED
Provide drop-down for address selection for client setup
Firms with multiple locations require the ability to define multiple addresses. Then, during client setup they could choose the desired address so that 1099 forms have the correct return address. (See also this same Idea for bank accounts AgilLink...
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Under Consideration