Amajane285
Level 3
04-22-2025
04:51 PM
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Yes, we tried to do it on the front end several years ago but things kept getting missed. We have several different areas to update, 1. CRM, 2. Lacerte, 3. Quickbooks for invoicing, 4. SmartVault/client Portal (if email Changes), and 5. send it to our retirement/investment advisors if the client uses those services from us. So after tax prep/season makes the most sense for our business model.