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Can you create your own client information sheets to send to clients for tax prep?

I am looking for something like the survey but just for information for a basic tax return... is there a way to create one or input one into the portal? I would like to have something for client information and due diligence if possible. What do you guys use?

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Released · Last Updated

Canopy released a tax organizer for the 2019 tax season.

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