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Organizer is a set of questions prepared by your accountant to obtain some essential information from you. In this video, we will show you how to create a new organizer or complete the one created by your firm.
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Client Portal: Completing an Organizer
Organizer is a set of questions prepared by your accountant to obtain some essential information from you. In this video, we will show you how to create a new organizer or complete the one created by your firm.
