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I am finding the e-organizer process too cumbersome, and those clients who have received them don't know what to do or how to respond. Based on your own experie...
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Thank you for your advice. I am wondering what happens when an organizer is e-mailed to a client. How is the completed organizer returned?
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What is the best way to send clients their 2020 tax organizer?
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What do you do if the diagnostic when clicked does not take you to the place to fix it?
