Can we setup a template for client engagements?

TaxDivaTaxDiva Posts: 5

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

Best Answer

  • rob.holcombe@canopytax.com[email protected] Posts: 15 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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