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Designed for tax professionals with 1065 clients, this template covers automations for firm staff and client-facing communication. Included are organizer, proposal, email templates and more.
For a good overview on this and other templates, please watch our webinar on workflow: https://www.youtube.com/watch?v=2m-LNM9qEHg
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Partnership Income Tax Return Template
Designed for tax professionals with 1065 clients, this template covers automations for firm staff and client-facing communication. Included are organizer, proposal, email templates and more.
For a good overview on this and other templates, please watch our webinar on workflow: https://www.youtube.com/watch?v=2m-LNM9qEHg
