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Month: December 2019


Are you familiar with everything the Platinum version of the software offers?   Read More...


Version 2020 has been released, and there are many great new features!   Read More...


Video of the Month: Firm Information

December 2019    Tags:
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If you don’t add to or change your firm’s information on a regular basis, it can be helpful to have a refresher on what fields are available.   Read More...