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I recently switched from Lacerte to PTO and really miss the slip sheets for RETURN FILING, CLIENT MAILING, And TAX RETURN FOLDER. Since I switched I’ve had to g...
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Thanks so much! My first try using the Community resource. I appreciate the feedback.
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I invited my new client on Link and only put the Engagement Letter in the request. Is there a way to add the Document Checklist now so she can upload PDF on her...
