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cathybcpa
Level 3
May 8, 2026
New

Automated process of processing the same forms

Related products:ProSeries
  • May 8, 2026
  • 0 replies
  • 3 views

I prepare the engagement letter and Form 8879 for each client (I have over 500) so I can upload to DocuSign. Is there a way to automate this process by being able to choose which forms/letters I manually process?

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