Bookkeeper/CPA User Training | Tax Planner Pro Help Center

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Bookkeeper/CPA User Training

Bookkeeper/CPA User Training

By Louryn and 1 other2 authors7 articles

Step 1: Setting Up Your Profile

Step 2: Adding Clients

Step 3: Client Settings

Step 4: Client Profile Set Up

Step 5: Business Data

Step 6: Personal Data

Report Overview