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For wealth management firms who have lots of tax return data, an api would provide many opportunities to reduce labor and improve data quality.
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Robert can you contact me- Bill Ramsay Financial Symmetry Inc 919-851-8200 x 204
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Does anyone know if the SDK provides access to data in Tax Planner? My guess is that Tax Planner is actually a completely separate data set and the integration ...
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Is the data field(s) for the missing data utility read/write accessible via the Lacerte sdk?https://accountants-community.intuit.com/articles/1857192-using-the-...
