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Can we setup a template for client engagements?

TaxDivaTaxDiva Posts: 64 ✭✭✭

It is time consuming to have to do the engagements individually.

4
4 votes

New Idea · Last Updated

Best Answer

  • [Deleted User][Deleted User] Posts: 0 admin
    Accepted Answer

    Hello TaxDiva!

    We have heard some demand for this feature and we have an active ticket for it. I will make sure to add your voice to that feature request. thank you so much for submitting.

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