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Thank you. We are using the condensed organizers and want something shorter. It would take us too long to make custom lists for each of our clients so we wanted...
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Please consider a one page list of the documents and items needed from a client. Many clients do not need/want to complete the organizers. We want to give them ...
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That sounds great but I don't understand how to view their information in Link without sending an invite. The Link website only shows the specific clients that ...
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Thank you. We also prefer the conventional organizer. But sometimes we need a one page list of the client specific W-2s, 1099s, K-1s, etc. This is all in the or...
