George4Tacks
Level 15
yesterday
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https://www.buzzsprout.com/2507700/episodes/17268666-how-i-built-my-first-planning-package
There are training videos, including some with CPE or PE credits at https://accountants.intuit.com/training/ One is 5 Tax Projections Tools in Intuit Tax Advisor, but the Watch now is not working right now. Maybe @Kathi_at_Intuit can look into fixing it.
Answers are easy. Questions are hard!