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Tax Protection Plus

Level 4

I signed up for the firm level product which means all of my clients are supposed to be covered under the plan.  When preparing the tax returns do I have to do anything more than check the box on the information sheet?  How does the client sign for the service (or do they)?  What if I do eSignature?  Is there something separate the client has to sign in that case?

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Level 15
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Level 15