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I can't see having to send individual emails to clients to get them registered in Link. Is there a way to send batch invitations using my client email list?
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I have setup my Homebase view to show the columns for Client Billing from 2017-2019 and each year shows in a column. However, for this year, I tried to add 2020...
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I would like to scan my client's W2s, 1099s, etc and link them to the client data file. Other than using ProSeries' Document Management tool, does anyone know h...