To be able to offer a Tax Advisory plan to potential users, we need to be able to make a list quickly of all the clients with potential estimated tax savings. One should be able to save that list with the client contact information and estimated tax savings into an excel spreadsheet.
I saw some preview of it in the past, but it was very cumbersome and you could only see a few clients at a time and you could not save it into a spreadsheet.
Please implement this asap, to make Tax Advisory a more real useful product.
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