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JerryG3
Level 1
February 5, 2025
Question

How to create an extensive tax organizer for a client?

  • February 5, 2025
  • 0 replies
  • 9 views

The tax organizer in ProConnect only allows for 13 questions to be asked.  Is there a more extensive tax organizer that can be provided to clients that involve more questions than just 13?  

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