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Paul Chen
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  • It is time consuming to go into the each client detail, client info screen to update the staff preparers (new hires, reassignments, etc.). I suggest adding a wa...
    Paul Chen
    Feb 14, 2024
  • There is no current feature on how to reorganize custom letters. The program does not organize them alphabetically or allow to reorganize. This makes finding th...
    Paul Chen
    Feb 14, 2024
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Member Since ‎12-05-2023
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