While working in the Connected Desktop, changes that occur outside of your instance of Connected Desktop do not automatically appear. If a user on your account imports new clients from Lacerte or ProSeries or adds a new client from the Dashboard, you will need to refresh your Client List pane to see those changes.
- Click on View in the main menu within Connected Desktop and select Refresh clients.
Alternatively, you can press CTRL+F5 while the Client List pane is the active pane.
The Connected Desktop refreshes and any new clients will join your Client List.