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Annie M.

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  • My Settings (Individual User Settings)

    1. Getting Started
    2. Settings

    Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program. ...

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  • Settings: Custom Questions

    1. Getting Started
    2. Settings

    In this section, you can create multiple questionnaires for different client types. These questions can be used instead of the questionnaire provided by your tax software OR used in addition to tha...

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