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All Collections
Modules
Modules
Understand how to use the various tools inside Tax Planner Pro
By Christopher and 2 others
3 authors
12 articles
Reports
Adding Firm/Client Details + Logo To The Reports
Firm Report Template
Updating Reports
New Report Templates
Simulator
Simulator Module Tutorial
Simulator Comparison Demo
Planner
Planning Module Tutorial
How to turn the planning modules on/off
Vault
Vault Module Tutorial
Vault Upload Process Times
Vault Form 1040 Data Scans
Vault Upload Size