mpease05
Level 1
03-04-2021
05:23 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I got excited for a quick report and then was frustrated by it. Any tips or suggestions would be helpful if there is a better way to quickly gather this information. I have a good pulse on the client list but I don't want to overlook anyone so am looking for a report that can show anyone with a schedule C.