VM

Office settings

How your office works during tax season.

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Send clients a document checklist when they bookTurn this on to apply it to your whole workspace.
Remind clients 2 days before meetingsTurn this on to apply it to your whole workspace.
Require a second review for business returnsTurn this on to apply it to your whole workspace.
Text clients when their return is filedTurn this on to apply it to your whole workspace.