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Overview
Content Tools
Title | Last Updated By | Updated |
---|---|---|
Create a task template | MiriamA | Apr 22, 2022 |
Create client portal users | MartinW | Jun 05, 2023 |
Create client portals | MartinW | Jun 05, 2023 |
Creating a tax return online - AU | MathangiS | Nov 22, 2023 |
Creating an amendment - Individual returns - AU | MathangiS | Feb 06, 2023 |
Creating an asset class - AU | MartinW | May 29, 2023 |
Creating an online file | MartinW | Apr 19, 2023 |
Creating and establishing new entities - AU | MiriamA | Mar 06, 2024 |
Creating clients and contacts | MathangiS | May 10, 2023 |
Customising document templates - AU | MiriamA | Mar 06, 2024 |