DatabaseRobert
Level 4
12-22-2021
10:38 AM
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We edit the questions pages in the Organizer quite heavily.
The complete organizer that my firm uses for onboarding new clients is located here:
https://www.pdfautomationstation.com/public/images/JF-Blank-2020-Organizer.pdf
The questions are several pages back, behind page2/Dependents and before the bright pink page that I affectionately refer to as the "dear dumbass" page.
("Did you make estimates?" "If yes, then TELL US about it.")
Robert Kirk
LTUGtools