PZ
Level 1
01-22-2024
11:37 AM
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Does anyone know if we can generate a list of clients with addresses from ProConnect? One that could be imported into a PDF, Word or Excel document? My company wants to send a letter to clients at the beginning of tax season, and the "client letters" that Pro Connect has set up is for letters that go to clients after you have prepared, or at least started preparing, their tax return.
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