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  3. Client files

Client files

  • What are memos & how do they work
  • Manage client credit cards
  • Merge a duplicate client file
  • Email a client
  • Export your clients
  • Import your list of clients
  • How to delete a client
  • Managing family members (using the same email address)
  • Print a client file
  • View/send a financial statement
  • Upload a document to a client file
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