Kathryn S
Level 2
10-28-2025
03:46 PM
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Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year before. Also, is there some way to add a new type of income, ie interest or dividend income if it was not there the year before?
Also, will this be made available for Apple products in the future? Some of our clients are very frustrated that they cannot use this without having to purchase a compatibility program.
Thanks,
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