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Home > Archive > SmartVault for Tax Preparation > SmartVault Video Tutorials for Lacerte and ProSeries (Tax Plan) > Manually Adding New Client and Client Contacts using the SmartVault Dashboard (Video)

Manually Adding New Client and Client Contacts using the SmartVault Dashboard (Video)

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Adding a Client to SmartVault for Intuit Lacerte and ProSeries Tax

 

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