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Alyse H.

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  • Processing an Organizer - Delivery Options

    1. Usage Guides
    2. Send Organizers

    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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  • Settings: Custom Questions

    1. Getting Started
    2. Settings

    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...

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