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Customize columns for Tax Client View
J
Jodie Strong
It would be great to have more flexibility in our Client List views for Tax clients. We'd like to include Custom task sections and Tax sections to be able to see an overview of tasks across multiple clients (like we do for the bookkeeping close).
February 6, 2025
E
Erica Hughes
Similar request:
https://keeperapp.canny.io/feature-requests/p/taxes-ability-to-add-more-section-columns-to-tax-view
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February 21, 2025
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