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Client Management & Invoice Management
Managing Your Clients
Managing Your Clients
Pat Kuo avatarElla Buan avatarNicole Baptiste avatar
By Pat and 4 others5 authors8 articles
Your Client List and Filters
The Client Summary Tab
Editing an Existing Client
Automatically import clients from your connected apps
Import and edit your clients in bulk
Archiving clients and restoring archived clients
How To On-board Individual Tax Return Clients
Create A New Client Directly In Ignition
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