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Client Management

  • Clients Screen
  • How to Delete/Archive a Client
  • How to Delete or Rename an Binder (ATB)
  • How to Use a Rollforward
  • Adding a Schedule C Client
  • How to Download your Lacerte Client list for Bulk Upload to Tallyfor
  • Unable to Add New ATB

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  • Client Management
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  • Working with your Tax Software
  • Tips and Tricks, FAQs, and Troubleshooting
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