Searching for Customer Accounts

The company dashboard lists customer accounts that you most recently accessed.

To find a customer account not in the list, use the Customer Filter field. Type at least 3 characters in the field and click FILTER or press Enter. All customers that match filter terms display listed.

NOTE: If you cannot find a customer, your user cannot may not have permissions to access the customer. Contact your 1099-Prep administrator.

See Assigning Permissions to User Groups.