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I have 34 partners who has changed their IRA custodian to another one. Is there another way to update this instead of inputting it 34 times?
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Thank you, Phoebe, for your response. Very helpful. Maybe now I have good reason to ask for a 2nd laptop...LOL. In previous job, they use CCH - which allowed, t...
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There are time that I would like to view steps done on one client so that I can duplicate those same steps for another client.I find that I have to close out on...
