Intuit Tax Advisor Idea Exchange
Submitted by rmakeen on 10-28-2022 08:50 PMOne of the strengths of using other tax planning software is providing customizable marketing tools, including but not limited to an initial letter to invite existing clients to get the benefits of tax planning, something that can be sent from the software to each outer Proconnect clients, like what we do when we send the intuit link by the beginning of the tax season.
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