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Financial Statement and Client Advisory service templates

NickNick Posts: 13 ✭✭

A lot of other competitors (Thompson Reuters, Intuit, CCH, etc) have some boiler plate advisory service templates, such as cash flow management, budgets, forecasting tools, KPI (Key Performance Indicator) tools, etc. that are available for CPA's to use as a tool to help assist our clients. Would this be something Canopy can look into providing?

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