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Client Manager


About the Client Manager category (1)
Is there a way to have Client Manager data synced to a live Excel Online file (2)
Wrong currency symbol in Client Manager (5)
Client Manager - quick searches all blank! (3)
Search on custom fields in client manager (1)
Background Settings (7)
Searching and Filtering T1s Efiled and paper filed together (2)
Client Manager for Tax Return status (17)
Filter Sets (3)
Client manager filter for TOSI (5)
Filter (1)
Best procedure for file loading (T1 and T2) (1)
Client Manager woes - "complete" (3)
Client manger - Zapier Integration (5)
Quick Searches - Date return is successfully transmitted (1)
Client Manager >> "not" {status selected} (8)
Telephone numbers (19)
Auto hide prior years in client manager (4)
Client Manager Efile Status (6)
Last Name, First name (1)
All clients doubled (5)
Searching from start page (7)
Special Instructions to preparer (Request) (4)
Batch calculation to test for optimal pension split (2)
Client Manager - late 2016-season thoughts (10)
Auto-update on server with Client Manager (17)
Client Manager not updating T1 EFILE status (2)
Columns in List View (3)
Custom search in client manager (20)
Invoice (4)