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printing standard letter with short organizer
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vi bob
Level 1
02-03-2023
07:12 PM
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I was just informed by support that the software will not allow me to print the standard letter with the short version of the tax organizer. Since it my preferred version, that means individually, opening each client and printing the standard letter just under 100 times, my client list. That's quite inefficient. Has anyone identified a work-around? Thanks! Bob
