George4Tacks
Level 15
12-07-2019
11:02 AM
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I don't have SM, but I would HOPE that you could select 20 clients, use Ctrl + P and print to the SVPDF printer and it would work for you. This is likely one of the reason Lacerte dropped DMS for SmartVault, then after one season resurrected DMS.
Here's wishing you many Happy Returns
Here's wishing you many Happy Returns