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When we moved from Drake to ProConnect, I specifically asked the ProConnect team whether they had a notes feature that rolled forward. They confirmed it and dem...
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When we moved from Drake to ProConnect, I specifically asked the ProConnect team whether they had a notes feature that rolled forward. They confirmed that they ...
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Please add the ability to bill clients by individual forms. Many tax programs, including Drake, allow form-based billing, which makes invoicing clearer, consist...
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It would be extremely helpful if client notes carried over to the next tax year. Drake Tax had this and it prevented missed details and reminded the preparer of...
