Search for clients, client's files, and tools

Eric Updated by Eric

TaxTools WorkShop has three new search boxes on the main screen, one above each "list" (the client list, the client's files list, and the list of tools in the WorkShop).

For any of the search boxes, type into the Search box and hit enter or click the magnifying glass. The list will change to only show the items that match the search. Items that don't match will be hidden, and the program will indicate when the whole list isn't displayed.

In this example, there are two clients in the Client List but one is hidden because it does not match the search term.

To show the full list again, either remove the search term or click "Show All".

How did we do?

Removing client password protection

Set automatic backup frequency