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I have sent a client and invitation and an organizer. I can see on my client list in Lacerte, and that my client has completed all the items. How do I access wh...
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Thank you for your advice. I now have another question regarding how a client can re-access his client organizer once he has accepted the invitation. How does t...
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Thank you for your advice. I am wondering what happens when an organizer is e-mailed to a client. How is the completed organizer returned?
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What is the best way to send clients their 2020 tax organizer?
