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Clients Page

The clients page is the place where you initially log all of your clients information.  In addition, you can store fee information split across all services, the responsible staff for each service and the date fees were last increased.  There is also the option for filing deadline date information and money laundering details. All of this information is easy to access and edit at any time thanks to our filtering system and search bar. With the search bar you can search for any information such as name, address, tax referance, etc. (All search bars do this for their native info)

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