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Theft Protection PIN in client display columns
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Theft Protection PIN in client display columns
Theft Protection PIN in client display columns
Submitted by Marks on 01-22-2025 10:29 AMIt would be VERY helpful if there was a display column in the Client screen for clients that had an IRS Theft Protection PIN. I was trying to determine what clients had a PIN as our firm wanted to communicate with the clients to save the IRS letter they would receive in the mail. However, alas, it is not an option. Can it be added to the Individual program?
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