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Drake Tax
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Other Software Functions
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Client Status Manager
Client Status Manager
Title
Modified Date
New
10800: Online Reports - Overview
1 month
New
10324: ADMN Screen Features
1 month
10580: CSM Status - Customization
4 months
13245: Using Miscellaneous (Misc) Codes in the CSM/ PCM or Bill Screen
6 months
10131: Personal Client Manager Overview
1 year
10395: PCM - Changing Filters and Other Settings
1 year
12121: Removing Duplicate Entries on CSM or PCM
2 years
11685: CSM - Frequently Asked Questions
2 years
13235: ACK Codes in the Personal Client Manager (PCM)
3 years
11829: CSM - Deleted and Missing Returns
4 years