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bcaulk
Level 2
October 16, 2024
Question

report or list by preparer

  • October 16, 2024
  • 0 replies
  • 2 views

is it possible to run a report by preparer ? i have a preparer leaving my practice and setting up his own and it would helpful to run his 'client list'...i do not see this as an option or as part of the download option ??

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