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Hello, our firm has 1,700 organizers to send out. We used to print them mid December. Learned one year to do it after the holidays. Now we start printing them i...
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Please allow the template of the email to be changed or make this overall change. Using docusign as a stand alone product, I can change how my email looks to a ...
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Hello, my input - what is on page 1 of this thread is perfectly good. In all honesty, it is more for the clients to have a checklist and us to have a checklist....
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We do this for a child who does not have a Federal filing requirement but does need to file the FinCen. We turn on the Federal for Efiling, only efile the 114 a...
