Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. created an article, Processing an Organizer - Delivery Options
Click the tabs below to see detailed information about each section of the Delivery Options Tab. For more information about how to upload and process organizers, see our Processing an Organizer art...
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Alyse H. created an article, Settings: Custom Questions
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...