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I am looking to have a list of new clients each year so I can be aware of the who they are and we want to call them all in January to book appts and keep them c...
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Thank you for your response. I am trying to identify who are the new clients in ProSeries each year.
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Does Proseries have reports for identifying how many new clients are entered?Thank you for any suggestions. Too many to go through and manually count them.
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Thank you so much. I was thinking the same thing.
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It was nonpassive on his 2023 Taxes.
