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Practice Management
Practice Management

Tasks, Templates, CRM, & Files.

25 articles
Close Assignees (Preparer/Reviewer/Manager)
Client List

Tasks - Basic


Closing Tasks
Non-Closing Tasks
Firm Tasks
Task List
Close statuses
Priority Tasks
Workflow FAQs

Tasks - Advanced


Gmail Integration
Workflow Management Notifications
Locking tasks & sections
Copying Tasks

Templates


Applying Templates (How Template Copying Works)
Email Templates
Close Templates
Project Templates

CRM / Client Properties


Client Properties
Client Notes
Client Details

Other


Files
Comments
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