itonewbie
Level 15

If you prefer the conventional organizer to those open questions in Link, you can still use Link to share the organizer as a document (as part of your customized Checklist) with your clients and omit the stock Checklist/Questions.

Link can be used as a regular client portal.  Some of the useful features that were eliminated two years back with their "enhancement" were brought back this year.  You may like to give that a try if your clients are not averse to technology.

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Still an AllStar

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