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Lead - Individual Tax Tracking

Shared by Approachable Accountants PLLC dba Pedante and Company
Jenna Rodriguez
"Lead Tracking for Individual Tax lead - note associated "Onboarding" template in library"
This template includes
  • 12 tasks
  • 15 sub tasks
  • 2 client tasks
  • 3 sections
  • 1 assignee role
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