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What Clients have portals?
I know this has been mentioned before that we need to be able to know which clients have portals and which don't. I dropped an excel file from the archived tax returns hoping that I could sort by the paper clip (indicator of portal sign up) - no such luck. Can you make that paper clip drop to excel please?
Thank you!
Comments
Hi Cindy, thank you for the feedback. This is a feature we are working to implement in an upcoming release. Stay tuned!
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