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Training & Updates

Software updates can improve stability and provide additional features as the software develops. This includes user experience improvements, performance enhancements and upgraded capabilities. This page reviews the type and date of the changes made and future updates to come.

Revenue Tracking

  • Client Workbook ingestion - last updated 12/07/2021

Mapping

  • Now Available - 6/1/2022

Taxes

Document Management

  • COMING SOON! - 9/1/2022

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