stacycpa

Similar to the accountant, preparer, and govt copy- please give us one more “print bundle” option to create an “action needed” packet for our clients to address estimated payments.  It also might include the 8879 @and state signature pages for those clients that don’t wish to go with a digital signature option. 

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Level 15

I use the ' custom' copy for that & limit what prints to the e-sign docs, the letter, the estimates, & my invoice.