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Updated: 2025-09-12
Watch this short video (1m36s) to learn how to customize the reports that come from the Client Manager.
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Column Layouts
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Related topics:
Column Layouts
Quick Searches
Excel Export
See for yourself:
Schedule a live demo
Download a free trial
Get the Training Workbook
We're here to help!
Email support
1-888-841-3040
ProTax Community