Client List
9 clients
Client Name
Contacts
Client Portal User
Tags
Client Status
Business Type
EIN
Assigned Users
Client Owner
QBO
7216
Billing Preference
Client ID
Client source
Contact Preference
Favorite Candy Bar
Fee
Income Band
IRS Agent
Last Contacted
NCAIS Code
Office Location
Password
Pricing
Primary Contact
Remote Client
Services Interested In
Software
State Returns
Tax ID
test
VIP
VIP Status
Delgado, LuciaWith usersindividual, VineyardsProspectNot linked
Hernandez, Carlos & SofiaWith usersFlorida, Mn State Art BoardProspectNot linked
Johnson, Michael & AngelaWith usersElectronic Organizer, individualProspectNot linked
Lee, Jae & Min
With usersindividual, VineyardsProspectNot linked
Oscar MartinezWith usersWealth MgmtProspectNot linked
Palma PendersWith usersProspectMart WithersNot linked
Phoebe ChristoffersenWith usersProspectS-CorporationKC BrothersKC BrothersNot linked
Singh, Raj & SimranWith usersLMA TaxProspectNot linked
Walter White JrWith usersProspectNathan WilliamsNot linked
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