Sarah Ludwig

Total activity 6
Last activity January 22, 2025 00:06
Member since January 10, 2024 21:28

Following 0 users
Followed by 0 users
Votes 0
Subscriptions 5

Sarah Ludwig created a post, January 22, 2025 00:06
Answered

Client Management Export
1. Community
2. SafeSend Suite - Feature Requests
We used an export of our client data from Client Management to create a batch csv template file for a batch upload of organizers this tax season. The problem we ran into was when you download your...
- 4 followers
- 3 comments
- 1 vote